Start a conversation with a user

Write to the first user in WhatsApp from Bitrix24

Useful links:

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In order to be the first to write to the user in the messenger (WhatsApp, Telegram, Viber), you must:

  • go to the entity card (lead, deal, contact)
  • select the desired phone number if there are several
  • write to the messenger that is available (telegram, whatsapp, viber)

Start a dialogue with the user

Let's consider an example - to write first from Bitrix24 in WhatsApp to the user from the created deal:

1. In the deal/lead card, go to ChatApp:

2. If the client displays a messenger (WhatsApp), then the button will be active - go to WhatsApp:

3. Click "Reply" and be the first to start a dialogue:

4. Result:

 

Send file to user

Let's consider an example, send the “Report” file to the user from the transaction in WhatsApp:

  1. In the entity (lead, deal, contact), go to the ChatApp section
  2. Select the messenger (whatsapp) to send the message to
  3. In the dialog with the user, select attach a file - Select on computer / Select on disk (after downloading the file it will be automatically sent to the user) - paste the file:

4. Result:

 

Send picture to user

  1. In the dialog with the user, select attach a file - Select on computer / Select on My Drive (after downloading the file it will be automatically sent to the user) - insert a picture:

2. Result:

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