Marketplace page: https://marketplace.creatio.com/app/salesup-internal-chats-creatio

The functionality of chats in Creatio allows you to communicate with customers and process requests through communication channels convenient for them in real time. Employees of the organization can write to the client in a communication channel convenient for him from the action panel of any section. Incoming requests are processed by chat operators of the communication panel. During the call, the operator can provide advice to customers, exchange files and start business processes directly from the Creatio communication panel. The entire interaction history is stored on the contacts page.

Sales'Up Internal chats for Creatio is a powerful tool for communication and collaboration that helps ensure efficient organization of work processes within teams and the organization as a whole. Provides the ability to communicate, share information and coordinate actions right inside the Creatio platform. The module simplifies communication between employees by combining in one system (Creatio) in addition to work and communication without using additional messengers.

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The product can be used by companies in any industry or business as it offers unique chat configuration and usage. System users can choose different communication channels within the system to send their request. You can exchange text information, files and images.

Content:

  1. Notes and restrictions
  2. Technical requirements
  3. Product installation
  4. General settings
  5. Product utilization
  6. Access chats from related objects
  7. Setting up internal communication channels
  8. Contact us

Notes and restrictions

The server on which the site is located must have access to the site by name.

Technical requirements

The product is compatible with all products on the Creatio platform version 7.18.2 and higher.

Product installation