amoCRM
Last updated
Last updated
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.
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.
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.
This scheme allows you to create different bots for different pipelines and statuses, creating a branched network of bots, where each bot is responsible for a different stage, thereby increasing the accuracy and efficiency of the work.
The Deal Completion section is responsible for filling in the deal fields.
Allow bot to fill budget means that the bot can fill in the budget field of the deal. With the toggle on, you can additionally describe to the bot in more understandable terms what this field means for the company so that it can better understand how to fill it.
Allow bot to fill card is another toggle that enables the function. Since any such actions inevitably increase the cost of the dialogue, as all information about these planned actions is transferred to the model, this toggle is off by default.
Important!
If you specified fields for the bot to fill in, to understand it needs to fill the card, include the following text in the general instructions:
Fill in the client card as you receive responses from them.
The Information from the 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 to use this information in the conversation context.
The "co-pilot" mode allows sending notes instead of messages to amoCRM. This mode is a kind of assistant mode for the sales manager, providing quick hints while eliminating the possibility of errors when responding to the end customer.
This feature can be useful at the initial testing stage when not all bot responses are fine-tuned, but you already want to see how it will respond to real customers.
Moreover, it can be beneficial in areas where the cost of an error in response is significant and can be used continuously to provide quick information to the manager.
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.
Tagging - this provides the ability to set a specific tag for the deal when this knowledge base file is triggered.
