Chats in keyCRM

How chats work in keyCRM

In keyCRM, you can handle your customers' inquiries from different messengers in a single window. Here's how it works.

Written by Владислав Пономарь
Updated 1 month ago

Search for chats by text and various criteria

We explain how to filter chats while working and use the search function for customers and message text.

Written by Владислав Пономарь
Updated 1 month ago

How to avoid channel blocking

Common causes of blockages and general recommendations to help reduce risks.

Written by Владислав Пономарь
Updated 1 month ago

Questions - Answers (FAQ) Chats

Here are the questions our users ask us most often.

Written by Владислав Пономарь
Updated 1 month ago

Additional features and settings (for administrators)

Automatic replies in chats

We explain how automatic greeting messages work in chats, taking into account working hours.

Written by Владислав Пономарь
Updated 1 month ago

How to activate a request for operator quality assessment in chat

Allows you to activate a request for operator quality assessment in chat

Written by Владислав Пономарь
Updated 1 month ago

Configuring additional communication channel settings

Settings allow you to control additional parameters of communication channels

Written by Владислав Пономарь
Updated 1 month ago

How to insert chat buttons on a website?

We explain how to place buttons so that customers can write to you from your website.

Written by Владислав Пономарь
Updated 1 month ago

Communications templates

How to create communications templates (for administrators)

You can prepare message templates in advance to use them in SMS and chats. Let's figure out how to do this.

Written by Владислав Пономарь
Updated 1 month ago

Examples of communications templates for pipelines

Ready-made examples of communications templates with variables that you can use to send in pipelines

Written by Владислав Пономарь
Updated 1 month ago

Examples of communications templates for orders

Ready-made examples of communications templates with variables that you can use to send on demand.

Written by Владислав Пономарь
Updated 1 month ago

Online chat widget

Features of online chat

We explain how the online chat widget works and how to use it to communicate with customers.

Written by Владислав Пономарь
Updated 1 month ago

How to connect online chat to a website (for administrators)

We explain how to configure the chat widget and install it on your website to communicate with customers.

Written by Владислав Пономарь
Updated 1 month ago

Questions - Answers (FAQ) Online chat widget

We have compiled answers to the most common questions about working with the online chat widget.

Written by Владислав Пономарь
Updated 1 month ago

Instagram

Preparing Instagram before connecting (for administrators)

This guide describes how to prepare your Instagram account before connecting.

Written by Владислав Пономарь
Updated 1 month ago

How to connect Instagram (for administrators)

Let's figure out how to receive and process all messages, comments, and replies to Instagram stories in keyCRM.

Written by Владислав Пономарь
Updated 1 month ago

Difficulties connecting to Instagram

Facebook has many settings that affect how the integration works. This guide describes common issues that may arise during connection and how to avoid them.

Written by Владислав Пономарь
Updated 1 month ago

Response timeframes on Facebook and Instagram

We explain how Meta's response limits work and what to do if you receive an error message in the chat.

Written by Владислав Пономарь
Updated 3 weeks ago

Questions and Answers (FAQ) about Instagram

This guide has answers to the most common questions about using Instagram

Written by Владислав Пономарь
Updated 3 weeks ago

Facebook Messenger

How to Connect Facebook Messenger (for Administrators)

Here's how to add Facebook Messenger so you can handle customer messages without leaving keyCRM.

Written by Владислав Пономарь
Updated 3 weeks ago

Problems With Connecting Facebook Messenger

Facebook has many settings that affect how the integration works. This article describes common issues that may arise during setup and how to avoid them.

Written by Владислав Пономарь
Updated 3 weeks ago

Questions and Answers (FAQ) about Facebook Messenger

This article provides answers to frequently asked questions about using Facebook Messenger

Written by Владислав Пономарь
Updated 3 weeks ago

WhatsApp Business

Preparing to Set Up WhatsApp Business

Learn how to create a WhatsApp sender and connect it to keyCRM

Written by Владислав Пономарь
Updated 3 weeks ago

WhatsApp Business Integration (for administrators)

Learn how to connect the WhatsApp sender to keyCRM

Written by Владислав Пономарь
Updated 2 weeks ago

Setting up message templates for WhatsApp

Here's how to set up and enable WhatsApp message templates in your CRM

Written by Владислав Пономарь
Updated 2 weeks ago

Questions and answers (FAQ) about WhatsApp Business

We've compiled answers to the most frequently asked questions about WhatsApp Business

Written by Владислав Пономарь
Updated 2 weeks ago

WhatsApp Messenger

How to connect a WhatsApp number (for administrators)

Here's how to connect your personal WhatsApp number to chat with customers in the keyCRM chat.

Written by Владислав Пономарь
Updated 2 weeks ago

Questions and Answers (FAQ) on WhatsApp

Here are the answers to frequently asked questions about using the integration with your personal WhatsApp number.

Written by Владислав Пономарь
Updated 2 weeks ago

Telegram Messenger

How to connect a Telegram number (for administrators)

Integration with your personal Telegram account lets you not only respond to customers who have messaged you, but also reach out to them first. Here’s how to set it up.

Written by Владислав Пономарь
Updated 2 weeks ago