Suvvy User Guide
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  • INTRODUCTION
  • QUICK START
  • MAIN SETTINGS
    • System Instruction
      • Best Practices
        • Guidelines for writing instructions
        • Ways to improve accuracy and response quality
        • Instruction debugging
        • Cost optimization
      • Variables
      • Functions
      • Multilingualism
      • Reading URLs
      • Typical reasons for stopping a dialoguePage
    • Additional settings
    • Notifications from Suvvy
  • Knowledge Base
    • Knowledge Base
      • Direct questions
      • Large files
  • Working with Tables
    • Tables (CSV-XLS / Google)
      • Data retrieval
      • Data recording
  • ACTIONS
    • Webhooks
    • Multiagent Systems
      • Calling a subordinate bot
      • Switch active bot
  • CHANNELS
    • CRM Systems
      • amoCRM
      • Kommo
      • Bitrix24
    • Website Chats
      • Jivo
    • Messengers
      • WhatsApp
      • Telegram
    • Social Networks
      • Instagram
      • VK
    • Marketplaces
      • Wildberries
      • OZON
      • Yandex.Market
      • Avito
    • Helpdesk Systems
      • UseDesk
      • PlanFix
    • Custom Channel
      • Working with webhook
      • Sending messages
  • INTEGRATIONS
    • YCLIENTS
    • ALTEGIO
    • Google Calendar
  • Analytics
    • Chart Analysis
  • FOR PARTNERS
    • Partner Program
    • Training
  • Legal Information
    • Terms of Service
    • Privacy Policy
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  1. CHANNELS

CRM Systems

CRM systems allow you to track the entire cycle of a company's interaction with a customer. It is a convenient tool for sales management. Suvvy integrates with all popular CRM systems in a convenient format.

The principle of interaction between Suvvy and CRM systems is as follows:

  1. All communication channels are connected to the CRM system.

  2. When a deal is created and a message from a client is received in it, the CRM sends this message to Suvvy.

  3. Suvvy processes the received message, using data about the deal, etc., and returns a response to the CRM.

  4. The CRM, upon receiving the response, reflects it in the deal and sends it to the final channel from which it came.

  5. Suvvy can also trigger commands to change certain parameters within the deal.

More details about this are described in the following sections.

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Last updated 5 months ago