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Automation rules for client communication

Automation rules for client communication help to automate work. They know how to call, send SMS, emails and messages via open channels.

Read more in the article Automation rules.
Robocall

Robocall works if you have a connected Telephony.

This automation rule has several basic settings:

Outgoing call number - select the telephony connection from which the call will be made.

Input data for the call - select the text the client will hear: the text the robot speaks or an audio recording.

If you select Text, specify the basic pronunciation parameters: speed, volume, language, and voice. By inserting values into the text, you can call the customer by name or inform him/her of the order number.

The Text to speech option is paid. You can read more about the plans on the operator's website in the Text to Speech section. Payment is charged off from the general telephony account in your Bitrix24.

If you selected Audio file rather than text, provide a direct public link to the file in .mp3.

Be sure to make a couple of test calls after setting up the robocall option. You may want to change the pronunciation speed or volume.
Send SMS

The robot will work if you have a connected sms provider.

Enter the text of the message, up to 200 characters.

SMS providers have different prices, and they can set their own rules for message size. Check the providers' websites for details.

Customer number type - select which number the message will be sent to. If this type of number is not in the form, the automation rule will not work.

If you choose Auto Select, the message will be sent to the first number listed in the contact or company form.

Provider - select the provider.

Send email

The automation rule will send an email from one of the boxes that the administrator has access to.

From - select the box from which emails will be sent. If Auto Select is chosen, the box from which the email was last sent will be used.

Subject and text - specify the subject and text of the email, you can use values from CRM or online store elements.

Client address type - select which address the message will be sent to. If there is no such address in the form, the automation rule will not work.

If you choose Auto Select, the message will be sent to the first address listed in the contact or company form.

Send via Open Channel

The automation rule will send a message to the open channel that the customer last contacted.

Hidden message (whisper mode) - If you select this option, only the employees who are present in the chat with the client will see the messages.

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