🖥️Setting up the amoCRM communication channel

How to connect amoCRM to Selarti as a communication channel.

What amoCRM can do as a communication channel

• Automatically process incoming requests and transfer them to a manager if necessary;

• Select a specific pipeline in which the AI manager will be connected;

• Remind the client about itself after some time and return to an active dialogue;

• Transfer dialogues to the AI manager outside of working hours;

• The main feature is a hybrid system. Both a human and an AI manager can work in the same dialogue, within the familiar amoCRM interface.

Setting up the communication channel

Before starting the setup, log in to the required account amoCRM.

Open Selarti personal account, go to the section "Channels", then click "Add channel" and in the dropdown list select "amoCRM".

Click "Add channel".

In the window that opens, select the desired amoCRM account, click "Allow".

Then, in the Selarti personal account, in the "Channels" section, open the previously created channel "amoCRM" and select the pipelines in which the AI manager should process dialogues. Click “Save”.

Done, you have connected the communication channel. To continue, you need to create a task, more details in article.