Salesbot Quick Buttons

We install the integration and fill in the required fields “Email” and “Phone” and click save. After installation, we check authorization. In case of problems with the integration working, we also check the authorization; if it is missing, go to the integration page https://amoguru.com/widgets/view?id=13 and click “Install integration”.

We look at the availability of issued accesses in the "Authorization" tab

Integration allows you to automate an employee’s actions with a lead card, speed up and simplify work, thereby increasing the speed of lead processing and the company’s profit. For example. If an employee manually performs complex calculations with lead fields or similar actions with a card, then you can create a salesbot for these processes and perform these actions by clicking on a button.

In the integration settings, you can specify which employees should be shown groups and buttons in these groups. Buttons can be displayed outside the group; to do this, they need to be raised to the top level in the settings, above all groups. In this case, you can also customize the display. In this case, every manager and department in the company will see their bots and launch their processes.

Video about the main features of the widget and its settings.