The settings allow you to control additional parameters of communication channels.
Additional parameters are configured separately for each channel. Depending on the channel type, the list of available parameters may vary. Such parameters are referred to as «Optional».
Here you can configure automatic assignment of managers, creation of cards in pipelines, automatic replies in chats, etc.
Where to find additional settings
Go to «Settings» → «Communications», find the channel you want, and click on the pencil icon to open its settings.
Additional options are available in the channel settings on the «Additional» tab:
Description of parameters
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Source
You can select the source that will be used by default for orders and cards in the funnel created from chats in this channel. -
Manager
You can specify the manager to whom new chats from this channel will be automatically assigned. If you specify several managers, chats will be distributed among them in turn. If no manager is specified, chats will be created without assignment; -
Reassign manager
You can enable reassignment — in this case, the manager who responds in the chat will be assigned as responsible for the dialogue; -
Pipeline connection (optional)
This option is only available if the «Pipelines» section is enabled in your account. You can configure automatic creation of cards from chats:-
No — cards will not be created from chats;
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One-time — a card is created only once if there was no card for this chat;
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Repeat — a card is created each time a new ticket is opened in the chat if there is no card or order in working statuses (all statuses except successful and rejected);
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Pipeline — you must select a pipeline in which cards will be automatically created;
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Auto-replies in business hours.
You can specify the text of a message that will be automatically sent to the customer's first message during business hours — when creating or reopening a dialogue. -
Auto-replies outside business hours.
You can specify the text of the message that will be automatically sent to the client's first message during non-working hours; -
Automatic replies to comments (optional)
If this option is enabled, when a comment is received in Direct, the client will automatically receive a reply according to the configured automatic replies.
After configuring the settings, click the «Save» button to apply the changes.
