Instructions for Integration with the Wazzup Service

Step 1: Registration and Account Creation in Wazzup

1. Go to the website Wazzup24.com and create an account if you do not have one yet.

2. Wazzup offers a free trial period of 3 days, after which a subscription is required. Check out WAZZUP pricing plans.

Step 2: Connecting a Channel in Wazzup

1. After completing the registration in your Wazzup account, navigate to the “Channels” section from the menu on the left.

2. Click “Add Channel” and select the desired messenger from the list (WhatsApp, Telegram, Instagram, VKontakte, Avito).

3. Follow the on-screen instructions to add the channel.

Important: When connecting a channel, all chats from this channel will be displayed in the Wazzup service and then in the Amwork CRM. If you connect a personal account, your private correspondence may become accessible to other employees. We recommend limiting the list of employees during testing or connecting a shared (work) messenger profile.

Step 3: Setting Up Integration Between Wazzup and Amwork

1. In your Amwork account, go to the menu and select the “Settings” section.

2. Choose “Integrations” and click on the Wazzup icon (install).

3. Click on the “Learn more about Wazzup” button to go to the Wazzup24.com website.

4. Log into your Wazzup account or register if you do not have one yet.

5. Connect the necessary channel from the available list in Wazzup.

6. Go to the integration section and select the Amwork logo from the list.

1. Afterwards, you need to be logged in as an authorized user with administrator rights in your account on the amwork.com website, and the Amwork page with the integration settings window for Wazzup should open (the API key field is automatically filled in). You can also view the API key in your Wazzup personal account in the “CRM Integration” section (additional). You need to copy and manually paste the API key when connecting an additional channel in Amwork. After connecting the channel, the API key and the selected channel cannot be edited in the editing mode.

Step 4: Setting Up Users with Access to Amwork Chats from the Channel

Select the Channel:

In the dropdown menu “Wazzup Channel” (“Select Wazzup Channel”), choose the previously connected channel from your Wazzup account.

For each connected channel (WhatsApp, Telegram, etc.), configure the users who will have access to Amwork chats from that channel.

User Permissions:

• “Select users with access to all client chats”: The selected users will have access to view all employee-client chats with incoming and outgoing messages. In the chat, such a user is displayed as an “owner,” and the visibility of the chat cannot be unchecked for them.

• “Select who can see the messenger”: The selected users (supervisors) will have visibility of chats created from incoming messages. Visibility can be unchecked in the chat for these users to remove their access.

• “Users responsible for new clients”: The selected users will have access to chats with both outgoing and incoming messages. Visibility can be unchecked in the chat for these users to remove their access.

Account Activity Toggle:

The “account activity” switch allows you to disable the integration and data transfer between Wazzup and Amwork.

Channel Name:

Specify/edit the display name for the channel in the Amwork chat.

By following these steps, you can manage user access to chats efficiently and ensure the correct permissions are assigned within the Amwork system.

Ready!

Now you can use the Wazzup and Amwork integration to exchange messages with clients directly from the CRM system. All messages will be synchronized and available for viewing and responding in both applications.