RetailCRM is a cloud-based CRM system specialized in e-commerce.
Suvvy is integrated with RetailCRM and can:
Customer base management: collects customer data from all channels (website, messengers, social networks, phone, marketplaces) into a single profile.
Order processing: enables order handling, status changes, and product management within a single window.
Sales and marketing automation (mailings, loyalty programs, automated workflows).
Connection
1
Go to the RetailCRM settings.
To connect, you need to go to the RetailCRM settings section, which is located at the bottom of the sidebar.
2
Proceed to the connection via the Marketplace.
Click on “Marketplace” in the sidebar, then enter “Suvvy” in the search, click on the application icon, and follow the instructions.
3
Authorize on the platform.
After switching from RetalCRM, authorization on the Suvvy platform will be required. Enter your login and password.
4
We go to the bot’s channel settings that are connected to RetailCRM.
Click on the "Channels" tab, go to the "CRM-systems" section, and select RetailCRM.
5
Connect the desired account.
From the dropdown menu, select the desired account and click "Connect from list."
6
Completing the setup.
After completing the connection, click "Save." If you need to disconnect the channel, click "Turn off" To disable only the bot’s responses, use the "Bot answers" toggle; when turned off, the channel remains connected, but the bot will not reply to clients.
Actions in RetailCRM
Executing the action
When working with RetailCRM, the bot can assign tags and change the responsible user. To perform these actions, you need to create a file in Direct Questions and configure the required action on the "Actions in RetailCRM" tab. To execute the action, specify in the bot’s instructions the conditions under which the action should run, then either call the get_file_text function or trigger the file using another available method.
After the customer confirms the purchase, call the get_file_text("Purchase") function.
When the conditions are met, the file will be triggered, and the action will be executed.
Setting tags
RetailCRM does not have a status-changing mechanism found in some other CRMs, but this is replaced by the ability to set tags.
With an active RetailCRM connection, the "Action in RetailCRM" tab will be available in the Direct Questions file. Tag configuration is done on the "Setting tags" tab.
To set a tag, you need to activate the "Add tags to the dialogue" toggle. Then create a tag by clicking the "Add a tag" button.
If you only want to set new tags, activate the "Clear the list of current tags vefore installing new ones" toggle.
Changing the responsible user
To configure changing the responsible user, go to the "Change of responsibility" tab. Then select the required employee from the list of available users.
