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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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Whatcrm web messenger

PreviousDeny listNextWhat the Group chats function means

Last updated 1 year ago

Whatcrm Web is a web messenger that allows employees to communicate with clients using connected WhatsApp or Telegram accounts in amoCRM or Bitrix24 or monday crm. The service is also available for use outside the CRM systems in combination with Whatcrm personal cabinet.

WhatcrmWeb Features:

WhatcrmWeb is a web messenger that enables users to initiate conversations from any connected WhatsApp or Telegram number (using the number or @username Telegram).

Key Features Include:

Custom Access Settings: Configure employee access to connected numbers.

  1. Message Handling: Ability to react to received messages efficiently.

  2. Chat Filtering: Organize chat lists by groups, channels, and individual chats.

  3. Pin Important Conversations: Pin crucial dialogues for easy access.

  4. Blacklist for Unwanted Contacts: Block unwanted contacts to maintain a streamlined experience.

  5. File Sharing: Exchange files seamlessly within the messenger.

  6. Message Templates: Use pre-set message templates for quick responses.

  7. Message Editing and Deletion: Edit or delete messages as needed.

  8. Voice Messaging: Record and send voice messages directly within the messenger for a more personal touch.

Please note that the web messenger feature is available on the Pro plan. If you wish to utilize this feature, ensure that you are subscribed to the appropriate plan.

How it works

For Users without CRM:

  2. Create connections to the required communication channels (WhatsApp, Telegram) and link them to the service to start using it for customer interactions.

For amoCRM, Bitrix24, or monday.com Users:

  2. How to authorize in Whatcrm web:

    • Enter your CRM-registered email address into the provided field.

    • Click the "Continue" button.

    • Copy the key sent to the specified email address.

    • Paste the key into the "Key" field.

    • Click the "Open" button.

    Done. All connected numbers will be displayed in a single messenger window

Visit and register using your email address.

Go to and log in using your CRM-registered email.

Navigate to .

https://app.whatcrm.net/
web.whatcrm.net
https://web.whatcrm.net/auth
Example of how dialogs look like in Whatcrm web