Basic Salesbot setup

Instructions on setting up automatic messages from kommo.com in conjunction with the Whatcrm widget through Salesbot

  1. To connect Salesbot, you need to go to the appropriate sales funnel and click on the 'Automate' button.

  2. At the required stage, click on the 'Add Trigger' button in the cell and select Salesbot

  3. Set conditions for your trigger

  4. After selecting the necessary parameters, you need to click on the 'Create New Bot' button, and a visual bot editor will open in front of you

  5. Select the 'Send Message' step. In the communication channels, choose the required source (phone number) for sending

If you need the next bot step to be executed after a specific period, you can use 'Interrupter' and 'Timer' functions. Besides these, there are many other useful settings available.

Each user can customize Salesbot according to their specific needs. For more details, refer to the official instructions on kommo.com or contact their support team.

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