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Whatcrm Docs
User Guide
User Guide
  • Welcome to Whatcrm's guide to using Whatcrm!
    • Rules for Working with Customers
  • Integrations / Products
    • Bitrix24
      • Installation of WhatsApp integration in Bitrix24
      • Installation of Telegram integration in Bitrix24
      • How to write first to WhatsApp or Telegram from Bitrix24
      • Setting up the chat robot
      • Setting up the chat robot (new robot)
      • How to disable welcome message from open line in Bitrix24
      • Mailing list in Bitrix24
      • Configuring the distribution queue in an open line
      • Widget button for your website
      • Telegram
        • Setting up the chat robot
    • monday.com
      • Installing the widget and connecting the number
        • How Integration Works in monday.com: Board Selection Guide
        • How Updates Work in the Whatcrm and monday.com Integration
      • How to Add Web Messenger to Items in monday.com
      • Limitations on attachments
      • Display employee name when sending messages via Whatcrm Web
      • Set up access to WhatsApp connections in Whatcrm web
      • Deny list
      • Whatcrm web messenger
      • What the Group chats function means
      • How to start a WhatsApp newsletter with Whatcrm
      • How to Set Up Automatic Sending of a Message with a File
      • Telegram
        • Installing the widget Telegram and connecting the number
        • Limitations on attachments
        • Template creation instruction
        • How to Send a First Message from monday.com to Telegram via @username or Phone Number
        • How to Add Web Messenger to Items in monday.com
        • How to Set Up Automatic Sending of a Message with a File
        • Access Restrictions
    • Kommo.com
      • Installing a widget and connecting WhatsApp
      • Basic Salesbot setup
      • CRM plugin (widget button on your website)
      • Launch a campaign in Kommo.com
      • Description of the function of distributing incoming requests among managers
      • Salesbot with buttons
      • What to do if the menu is not displayed in the application (gray screen)
    • Whatcrm Web
      • How to log in to Whatcrm Web
    • Pipedrive
      • Instructions on how to install and integrate WhatsApp into Pipedrive
      • Template creation instruction
      • How to Send the First Message to a Client via WhatsApp Using Whatcrm
      • Set up access to WhatsApp connections in Whatcrm web
      • Display employee name when sending messages via Whatcrm Web
      • Automated WhatsApp Messaging with Pipedrive Triggers
      • Attachment limits
      • Lead and Deal Creation
      • Description of the function of distributing incoming requests among managers
      • 🌍How to Fix WhatsApp Chat Issues with Short Numbers
      • 📢How to Enable Notifications for Incoming WhatsApp Messages in Pipedrive
    • Telegram
      • kommo.com
        • Installing the widget and connecting the number
  • Affiliate Program
    • How to become a Whatcrm partner
    • How to Add Your Client to the Partner Portal
    • How Partners Can Pay for Their Client's Integration
  • Useful articles
    • What does the "Group Work" feature + activation of the setting mean
    • Recommendations for stable work with WhatsApp
    • Important recommendations when using Whatcrm
    • If you have been banned in WhatsApp
    • Telegram restrictions
    • Attachment limits
    • Cancel subscription
    • How to Update Invoice and Receipt Information for Clients (Stripe)
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Welcome to Whatcrm's guide to using Whatcrm!

NextRules for Working with Customers

Last updated 1 year ago

In this guide you will find all the instructions and tips you need to use Whatcrm. We'll help you learn the basic features, customize the system to your needs, and use it to its fullest potential.

What you can expect from this guide:

  • Description of the main functions of Whatcrm

  • Useful tips and advice on how to use messengers effectively

  • Setup instructions

We are confident that using Whatcrm will help you to better manage your customers, increase sales and improve customer satisfaction. Our team is always ready to help you in case you have any questions or difficulties.

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