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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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  1. Welcome to Whatcrm's guide to using Whatcrm!

Rules for Working with Customers

In our technical support, we can only assist you with certain aspects directly related to our widgets:

  • We address issues directly related to our widgets and their integrations.

  • We also assist in cases where messages do not pass through our widget during chat initiation in the bot.

However, there are certain questions and tasks that fall outside our competence. Therefore, please contact the integrator who can assist with the following:

  • Setting up CRM systems is not within our responsibilities.

  • We do not engage in setting up business processes in your CRM system.

  • We do not provide services for configuring or connecting bots.

  • We do not recreate your bots.

  • We cannot answer questions related to third-party services.

Regarding the use of inappropriate language, we apply the following rules:

  • Zero tolerance for insults and threats: Any statements containing insults, threats, or inappropriate behavior will not be tolerated and will be immediately terminated.

  • Professional communication: We maintain professional and respectful communication. If the client uses profanity, we remind them of the need for polite communication and offer to resolve the issue without negative expressions.

  • Request for tone change: In case of the use of profanity, we ask the client to change their tone and express their thoughts more respectfully and constructively.

  • Warning about blocking: If the client does not comply with the rules of polite communication and continues to use profanity, we may decide to block access to our services or communication channels

We value each customer and strive to provide a comfortable and safe environment for all users of our service. Please remember the necessity of polite and respectful communication when interacting with our support service.

Please understand that these rules help us effectively address issues, focusing on our competencies, and provide better service to our customers.

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Last updated 1 year ago