Product documentation.

What the bill needs to have

The installation must be made by an administrator. It is this person's token that allows the widget to load the account user list.

• For the Lead triggers created and Open Chat, the Kommo account needs to be in Advanced, Pro or Enterprise plans.
• Point, time, configuration and distribution by Salesbot remain available even without these automatic triggers.

Avoid an installation that seems to work

Secure installation

• Install for Kommo Integration Center.
• Open the widget and confirm that the account users have been loaded.
• Keep Distribution active off during preparation. This is the initial configuration of the product.

If the team doesn't show up

Make sure whoever installed it is an administrator. A common user installation does not provide the widget with the required view of the account.

Configure each user

Open Users and expand the name of each person. Participating in the distribution is the main rule: when turned off, the person never receives through any door.

• You can enter and leave the distribution alone: it allows you to change your own participation.
• You can hit your own point: when turned off, only one administrator records that person's point.
• You can declare your own work: when turned off, only one administrator edits the schedule.

A criterion for each mechanism

The offer and the automatic push have independent selectors. It is possible to offer only for those with an open point and, on maturity, push for those who are within the working hours.

• No requirement: to participate is enough.
• Open point: requires point started and not yet closed.
• Within the working hours: requires a declared track covering the current time.
• Point and time: requires both signals.
• Point or time: one of the signs is enough.
• Cascade: open point; if there has never been point record today, the office decides. Whoever's done the point doesn't get it.

Before saving

The three possible drawings

• Only offer: the lead is offered and if no one accepts until the end, remains with whom Kommo has placed.
• Just push: politics chooses and assigns immediately.
• Offer + push: the team can accept; if the deadline expires in silence, the system assigns according to the destination configured.

Silence is not refusal

Choose as Targeted

• Weight rotation: runs a cycle formed by the slices.
• More time without being assigned: first calls who received the longest.
• Competition: all eligible see at the same time and the first accepted takes. It only shows up when the offer is on.

Activation checklist

• Open Users and confirm the offer and push counters.
• In the Notifications tab, turn on the warning and click Test sound on each browser used by the team.
• Create a test lead or move a test lead through the configured flow.
• Confirm the final responsible and the five fields of the Distribution tab on the lead card.
• Just call me later. Active distribution for Lead created and Open Chat.