WhatsApp call in the deal and CRM feed: recording and summary

A call in the conversation: direction, length, who spoke and the recording
A call in the conversation: direction, length, who spoke and the recording
  1. The call: outgoing, answered, length, who spoke
  2. The recording — you can play it right here
  3. “Calls and recordings” — all calls of this client

A call through a connected line now stays in the client’s CRM too. A manager sees it in the card feed and in the deal, with the recording and a short summary next to it. It works in both Bitrix24 and amoCRM. Calls are switched on by a separate line option; recording and transcription are described in call recording.

  1. Turn on the calls option and a CRM for the line — see WhatsApp calls.
  2. Call a customer or take a call in Dialogs.
  3. Open the client card or the deal in the CRM: the call is signed “Звонок WhatsApp · TehProf Dialogs”, the recording and the summary are next to it.
  4. Choose what happens to a call from an unknown number in the line settings: “Call from a new number in the CRM”.
Line settings, the “Calls” tab: what to do with a call from a new number
Line settings, the “Calls” tab: what to do with a call from a new number
  1. Call from a new number in the CRM: create a record automatically or offer to create it in the call window

Dialogs → Channels → line gear → Calls → Call from a new number in the CRM

Open in Dialogs

Read more in the article A WhatsApp call in the deal and CRM feed: what the manager sees.