Handbook — TehProf.kz Dialogs
Connect channels, configure Bitrix24, and talk to customers
Setup and settings
- What TehProf.kz Dialogs is: WhatsApp calls, groups and chats in your CRM — TehProf.kz Dialogs connects a WhatsApp number to your CRM: calls with recording and transcripts, groups, chats. Where staff work, three ways to connect, the…
- Connect a number and start replying — To connect a number, leave a request to TehProf.kz Support with the button at the end of this section. In the comment, include the number, how you use it…
- WhatsApp Web and official WhatsApp — A WABA is the company’s Meta account for official numbers and templates. The WhatsApp Business phone app is a separate way to use WhatsApp. Coexistence lets…
- Connect WhatsApp Web by QR code — You need a WhatsApp Web line under Channels and a phone running WhatsApp on the same number.
- Connect a new official number — Use this path for a number not yet used in WhatsApp. To keep an existing WhatsApp Business phone app, see Keep WhatsApp Business on the phone. For an…
- Keep WhatsApp Business on the phone — Coexistence connects the official channel to a number already used in the WhatsApp Business phone app. The team can reply in Dialogs while the phone app…
- Move from another official provider — Before switching, you need access to the Meta business portfolio and the WhatsApp account holding the number. If it is missing from WhatsApp Manager, ask…
- Problems connecting through Facebook (Meta) — The Facebook window did not open, no business portfolio, «number already registered», no code, display name rejected, templates not delivered — what to do…
- Meta terms in plain words — Business portfolio, WABA, WhatsApp Manager, display name, business verification, 24-hour window, templates, limits, Coexistence and the OBA badge — what…
- Reply to customers in Bitrix24 — A Bitrix24 administrator connects the active WhatsApp line to an Open Line, assigns agents and configures CRM handling.
- Give employees access — To reply in Bitrix24, employees also need app access, Open Line permissions and a place in its queue. Call recipients in Bitrix24 telephony are assigned…
- Send messages automatically from CRM — Before configuring an automation rule, test a manual send from the intended line. A CRM administrator adds the actions to a deal or lead stage.
- Check the company and number in Meta — Meta reviews the company, the number’s display name and Official Business Account (OBA) status separately. A connected number and its quality in Dialogs do…
- Set up incoming WhatsApp calls — For WhatsApp Web, order a line with calls. In Dialogs, employees answer from a computer using the browser microphone.
Customer conversations
- The Dialogs workspace — The conversation list is on the left, the message thread in the centre and customer details on the right. Select a chat to reply from the company number.
- Sign in to Dialogs — Sign in by phone with a code in WhatsApp or Telegram, by an email link, with a password, with Google or Yandex; from Bitrix24; and what to do when it does…
- Reply and start a conversation — To contact a number first, use + above the list, choose a line and enter the customer’s phone number in international format. For WhatsApp Web, write the…
- When an official template is required — On official WhatsApp, you have 24 hours after the customer’s latest message to reply in plain text. Each new customer message restarts this window. Your…
- Save a reply for WhatsApp Web — On a WhatsApp Web line, a template is a saved team reply. It is available as soon as you save it, without Meta review. Variables let you change the customer…
- Create and send an official template — Use an official template for first contact or to continue after 24 hours without a customer reply. Meta reviews the text first. You can reuse an approved…
- Check a failed send — If the message appears in Dialogs but not in Bitrix24, check the Open Line, queue and employee access.
- Choose the language and theme — The controls in the header change the interface language and light or dark theme. Your choices are saved for your account.
- Coordinate the team’s replies — Choose your main workspace for replying: Dialogs or a Bitrix24 Open Line.
Gateway API
- Gateway API — connect your own service — One API: receive and send WhatsApp messages through Dialogs. Any service, bot, or n8n flow plugs into a single gateway — inbound arrives at your webhook…
- Sending messages — Send a message. POST /messages/ — text, a file or a template. A file may carry text as its caption; a template does not combine with text or a file. Your…
- Message templates — Create an official WABA template through Gateway API — POST /templates/. Use lowercase [a-z0-9_] for name. body_text is required; header_text/footer_text…
- Webhooks — inbound to you — Register a webhook. PUT /webhook/ — give your https URL (not a private address) and which streams to subscribe to. The response hmac_secret signs every…
- Catch up on what you missed — Subscriptions. Once the webhook is registered, the key gets a subscription for each of its lines. GET /subscriptions/ lists them: subscription_id…
- Errors, n8n and limits — Errors come in one envelope { error, description, data }. The main codes:
Solutions
- WhatsApp for Bitrix24: chats and calls in Open Channels — WhatsApp integration for Bitrix24: chats in Open Channels, calls and history in the client card (calls option), robots on deal stages. Installed from the…
- WhatsApp for amoCRM: chats and call history — WhatsApp integration for amoCRM: client messages in amoCRM chats, the manager replies from the deal, and with the calls option, WhatsApp call history in the…
- WhatsApp calls in your CRM and Bitrix24: answering, recording and transcript — How to take WhatsApp calls in a CRM: answer in the browser or in the Bitrix24 mobile app, call history and recording with the client, transcript and a short…
- Official WhatsApp API, Coexistence or a number by QR: which to choose — Three ways to connect WhatsApp to a CRM: WhatsApp Web by QR code, the official WhatsApp Business API from Meta and Coexistence. Number, app, templates…
- WhatsApp for business in Kazakhstan: prices in tenge — What WhatsApp in a CRM costs in Kazakhstan: subscription per line in tenge for WhatsApp Web, the official WhatsApp API and Coexistence, connection and a…
- How to choose a WhatsApp–CRM integration: Wazzup, ChatApp, i2crm or Dialogs — What to compare when choosing a WhatsApp integration for Bitrix24 and amoCRM: connection method, calls, recording, groups, prices in tenge. How TehProf.kz…
- WhatsApp Business API in Kazakhstan: how to connect an official number — How to connect the official WhatsApp Business API in Kazakhstan: Meta business portfolio, company verification, templates, the 24-hour window, Meta fees and…
- Recording and transcribing WhatsApp calls in your CRM — Recording WhatsApp calls in a CRM: audio in the client card, a text transcript, a short summary, when there will be no recording, where it is kept and what…
- WhatsApp for a sales team: several managers on one number — How several managers answer clients from one WhatsApp number: access per employee and department, the Bitrix24 queue, call distribution and replying without…
- WhatsApp in 1C, Megaplan and any other CRM: how to connect — How to connect WhatsApp to 1C, Megaplan, your own CRM or a bot through TehProf.kz Dialogs: the open API, a connection done by TehProf.kz, working without a CRM.
- Official WhatsApp calls for business: the Calling API and the client’s permission — WhatsApp Business Calling API rules: the client calls you, you call the client only with their permission, where outgoing calls do not work, Coexistence…