An employee with access rights to the Chats section can select a specific chat to link to an existing client or create a new client.

When you click on the button to bind a client, a modal window appears where you can find the client's data from the chat.

After selection, the client card appears in the modal window and, after saving, will be displayed in the client section of the chat.

To link, click the "Link" button.

In order to create a new customer in the chat and bind it, click on the "+" button, fill in all the necessary fields, click "Save" and "Link".

Also, when a client initiates a chat in Telegram, WhatsApp, and SMS channels, the system will automatically link the client to the chat if the client with the same phone number is already in the client database. If you have more than one client with the same number in your system, the client with the most recent documents or, if there are no documents, the client created the most recently will be linked.

Please note that you can only attach one client. You can unlink a client from the chat by clicking on More and then clicking the Unlink button.

When you bind or unbind a client, the event text appears in the chat, containing: the time of the event, the name of the employee who performed the action, and the name of the event with a link to the client.

In addition to phone numbers, addresses, and balance, this client card also displays a list of channels for communicating with this client. Clicking on any of them will open a modal chat window where you can start a conversation without going to a separate channel on the Chats page.