Open Channel Chats and CRM: Overview of Methods
Open channel chats are a space within Bitrix24 for communicating with clients through external systems: online chat on the site, messengers, and social networks. They allow linking dialogues to CRM cards, adding users or chatbots to the dialogues.
Quick navigation: all methods
User documentation: How to work with chats in Open Channels
Linking Chats with Other Objects
CRM. Each chat is linked to one of four CRM objects: leads, deals, contacts, or companies.
User. A user can be added to the chat. The user ID can be obtained using the methods user.get and user.search.
Chatbot. A bot can be added to the chat. Work with bots should be done using the methods imopenlines.bot.*.
To add a bot to an open channel chat, it must have the scope crm.
Dialogues. The chat history can be retrieved by the chat ID CHAT_ID using the method imopenlines.session.history.get.
Open Channels. Adding, modifying, and deleting open channels is facilitated by the methods imopenlines.*.
Connector. Chats are created through a connector. The communication channel can be an online chat, messenger, or social network. To connect the connector or change settings, use the group of methods imconnector.*.
How to Work with Chats
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Use imopenlines.crm.chat.get to get a list of chats linked to the CRM object.
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Find the last active chat using imopenlines.crm.chat.getLastId.
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Add or remove chat participants using the methods imopenlines.crm.chat.user.add and imopenlines.crm.chat.user.delete.
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To send a message, use the method imopenlines.crm.message.add.
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In imopenlines.crm.lead.create, pass the chat ID
CHAT_IDand create a lead based on the dialogue.
User Documentation
Overview of Methods
Scope:
imopenlinesWho can execute the method: any user
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Method |
Description |
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Retrieves the ID of the last chat for the CRM entity |
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Retrieves chats for the CRM entity |
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Adds a user to an existing chat of the CRM entity |
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Removes a user from the chat of the CRM entity |