In this article, we’ll explain how to link a chat from External сhannels to tasks in the Communication hub, so you never lose the context of a conversation and can track the next steps

Communicating with clients directly in a Space — connecting channels, managing conversations, linking to CRM/tasks, and tracking requests.

External channels

Newsfeed, internal and external chats, and integration with widgets, mailboxes, and messaging apps—communicate with your team and clients in a single, convenient workspace.

Communication hub

External lines (channels)

Linking tasks to External Channel chats

In this article, we will tell you what you need to do to set up Facebook integration to communicate with clients directly in Space chat.

External lines: Facebook. How to connect?

Here we will tell you what you need to do to set up integration with Instagram to communicate with clients directly in Space chat

External lines: Instagram. How to connect?

In this article, we’ll explain how Uspacy recognizes a phone number in a client’s message in External Channels (Lines), how to search by that number in the CRM, and how to link the chat to an existing Lead or Contact — or create a new record.

Phone number recognition feature and related entity search in External Channel chats

Here we will tell you what you need to do to configure the integration with WhatsApp to communicate with clients directly in the Space chat

External Lines: WhatsApp. How to connect?

Here we will tell you what you need to do to configure integration with Viber to communicate with clients directly in the Space chat

External Lines: Viber. How to connect?

Here we'll tell you what you need to do to configure the integration with Telegram to communicate with clients directly in the Space chat

External Lines: Telegram. How to connect?

Here we will talk about the interaction with external chats, how they are connected with CRM, as well as how access rights affect them

Work with dialogs in External Lines

Here we will explain how to grant employees access to work with the external line channel and how to set up a queue for distributing chats

Access settings in External Lines

Here we will explain how to link new and existing dialogs from external channels to CRM entity elements

External lines & CRM connections

We'll show how to connect a numbered WhatsApp to your Workspace via integration with E-chat and have the ability to message clients first

Numbered WhatsApp. How to connect?

We'll show how to connect a numbered Telegram to your work Space via integration with E-chat and have the ability to message clients first

Numbered Telegram. How to connect?

Here we will explain how to connect a numbered Viber to your work Space via integration with E-chat and have the ability to message clients first

Numbered Viber. How to connect?

In this article, we will explain how the Requests log works in the Communication hub, who has access to it, how the list of chats is formed, and how to enter or join a chat

Requests log in the Communication hub

In this article, we’ll explain how to work with quick replies: creating them, using them in chat, previewing them, searching through the list, and managing which templates are active