Use TicAte Inbox inside Bitrix24
Reply from a deal or contact, start a WhatsApp chat with a template, pick the number it goes from, and send WhatsApp from robots.
Once your admin has installed TicAte Inbox in Bitrix24 (see Install TicAte Inbox in Bitrix24), you can work with WhatsApp, Instagram and Messenger without leaving your CRM.
The tab on every CRM card
Open a deal, lead, contact or company and click the TicAte Inbox - WhatsApp tab. If you don't see it, look under More in the row of tabs.
The tab shows this client's chats: the ones with the record's phone numbers, and for a deal, its contacts' and company's numbers too. You can read and reply right there, with the same reply box as the inbox: templates, files, emojis, quick replies, private notes and Tic Buddy.
You see only the numbers your admin gave you. A number set to read only shows its chats, but you cannot send from it.
Start a chat from a card
When the client has no chat yet, the tab offers to start one.
- Choose the number to write from. Only numbers you may send from are listed.
- Pick an approved template and fill in its blanks.
- Send it. The chat opens in the tab, and you can carry on once the client replies.
WhatsApp only lets a business write first with an approved template. New chats can only be started on WhatsApp: Instagram and Messenger chats begin when the customer writes to you, or when you answer one of their comments with a DM.
Send from the Message tab
In a card's Message tab, choose TicAte Inbox - WhatsApp to send a WhatsApp message. When your business has several numbers, each has its own entry, such as TicAte Inbox · Sales (+91 80 4718 2290), so you pick the number it goes from.
Reply from Bitrix24 Messenger
If your admin has added you to an Open Channel, new WhatsApp chats arrive in Bitrix24 Messenger like any other Contact Center chat. Reply there with text, files, pictures and voice notes; the replies go out on WhatsApp from the right number.
Send WhatsApp from robots
In your pipeline's robots, add TicAte: send WhatsApp message or TicAte: send WhatsApp template. Use the From number field to choose which number sends it. Leave it empty to use the default number.
AI and Tic Buddy in the card
The card works like the inbox:
- In a chat an AI assistant is answering, the AI on button above the reply box pauses it or hands the chat to another assistant. See Pause the AI in a chat.
- Tic Buddy drafts, polishes and translates replies, once your admin has turned it on. People who open TicAte Inbox from Bitrix24 count as Agents, so Agent must be ticked under Who can use it. See Turn on Tic Buddy.