amoCRM
amoCRM is one of the most popular CRM systems. Suvvy is integrated with it and can:
Respond to customer messages (the channel from which the message came does not matter).
Move deals through the sales pipeline, specifically changing stages and statuses within it.
Retrieve information from deal fields.
Fill in deal fields with information obtained from customer dialogues.
Fill in hashtags.
Connection
To connect Suvvy to amoCRM, you need to go to the Channels section within the bot and access the amoCRM channel:
In the opened window, click on the Connect to amoCRM account button:
You will then be redirected to the amoCRM authorization page, where you need to provide your amoCRM credentials:
Select the desired account and click Allow.
After that, the authorization window will close, and you will be redirected back to the amoCRM settings in the Suvvy personal account.
You will then have the opportunity to configure the interaction settings with amoCRM.
Pipeline and Status Configuration
In the first tab, Pipelines and Statuses, you can specify in which pipelines and statuses the bot will respond, and in which it will not.
If no pipelines or statuses are selected, it will respond by default in all of them.
Additionally
In the Additional section, you can select the "co-pilot" mode, configure adding tasks, and transfer the history of the dialogue before connecting the bot as a Summary.
Pass summary
When the Pass summary flag is enabled, the option to send the bot a summary of the history of the dialogue that took place BEFORE the bot was connected will be enabled.
In simple terms, if we received a message and created a new dialogue (provided that this setting is enabled), before the first transfer to llm, we will make a request to Amo, download the previous dialogue, make a summary and add it as the very first message.
The Limit message count for summary setting allows you to choose how many previous messages will be passed to the bot to generate a summary. The possible range is 1-50 messages. If the flag is disabled, then 50 messages will be passed by default.
Adding Tasks
Task type "Call":
When you turn on the switch, in order for the bot to create a task in amoCRM/Kommo, write in the instructions a scenario when this task needs to be created, it will create it.
If you need to force a function, then use the function name: amo_add_call_task.
Task type "Meeting":
When you turn on the switch, in order for the bot to create a task in amoCRM/Kommo, write in the instructions a scenario when this task needs to be created, it will create it.
If you need to force a function, then use the function name: amo_add_meet_task.
"Co-pilot" mode
The "co-pilot" mode allows you to transfer notes to amoCRM instead of messages. This mode is a kind of assistant mode for the sales manager, when it gives the manager quick tips, while eliminating the possibility of errors when responding to the end client.
Add recent messages from the employee at the beginning of the dialogue
By default, the last message of the employee is not added to the chat. This is done so that when sending messages to clients, the bot is not interrupted by receiving a message from the employee. If the bot does not receive this message, it is NOT added to the context.
Filling deals
The "Filling deal" section is responsible for filling in the deal fields.
Fill Responsible
This function allows you to fill in the responsible field in the deal.
To get a full list of available employees, click on the ID List to the right of the flag:
Click on the line with the name of the required employee to copy the function with ID (amo_assign_manager) and paste it amo_assign_manager(12132526) into the main instruction in the right place where you need to change the responsible person.
Allow the bot to fill in the budget
"Modify the description of the budget modification function" means that you can set your own instructions for the bot on how it should act when filling the transaction budget.
This field should contain instructions that relate exclusively to filling in the field.
There should be no instructions like: "Ask...", "Ask the client...", "You should ask a question...". "Call the function...", etc.
Allow the bot to fill out a card
Allow the bot to fill out a card is another switch that turns on the function itself. Since any such actions inevitably increase the cost of the dialogue, since all information about these planned actions is transferred to the model, this switch is off by default.
Fill Contact
The Fill Contact section allows Suvvy to know the values of selected fields from the contact card and the name of the contact associated with the lead. This can be useful when Suvvy needs to understand information associated with the customer in order to use that information in the context of the conversation.
Information from deal
The "Information from deal" section allows Suvvy to know the values of selected fields from the deal. This can be useful when Suvvy needs to understand the context of the deal and some data about it in order to use this information in the context of the conversation.
Information from contacts
The "Information from contacts" section allows Suvvy to know the values of selected fields from the contact card and the name of the contact associated with the lead. This can be useful when Suvvy needs to understand information associated with the customer in order to use this information in the context of the conversation.
Deal Movement through the Pipeline
After connecting amoCRM and Suvvy, an additional tab, Actions in amoCRM, appears within the knowledge base files:
This section has three blocks:
Status Change — here you can select the pipeline and status to which the current deal status will change when this knowledge base file is triggered.
Card Filling — this provides the ability to set a fixed value for a specific field when this knowledge base file is triggered.
Satting Tags — this provides the ability to set a specific tag for the deal when this knowledge base file is triggered.
Creating summary — this allows you to create a summary of the dialog before the file is triggered in order to pass this summary to the dialog note in Amo.
Connection in a multi-agent scheme
How to properly configure bots when using multi-agent in the Switch Active Bot mode.
The correct connection looks like this:
Administrator bot — channel connected, responses enabled, additional functions disabled (filling out a deal, etc.)
Bot we are switching to — channel connected, responses disabled, additional functions enabled
Connection in a multi-agent scheme
How to properly configure the work of bots in the case of using multi-agency in the Switch Active Bot mode.
The correct connection is as follows:
Admin bot — channel is connected, responses are enabled, additional functions are disabled (filling in the fields, etc.)
The bot we switch to — channel is connected, answers are switched off, additional functions are switched on
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