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Dear ChatApp users!

Configuration of automation rules and workflows is a complex, resource-intensive, long-term work, such services are provided by CRM partners. You can contact your specialists or choose a partner from our partners on the page "Partners cases"

Knowledge base for self-study and customization:

For advice from our technical support on setting up ChatApp automation rules, please:

  1. Prepare a test sales funnel,
  2. Install the ChatApp automation at any stage of the deal,
  3. Remove the conditions for checking your fields from the automation rule,
  4. Remove other automation rules that may interfere with the execution.
  5. Invite partner to the portal bitrix or indicate in the comments the administrator's login and password to enter the portal,
  6. Prepare to wait and please be patient.
  7. Fill in the form fields: