Scenario Dialogs

Step 1. Click “Add dialog” → “New dialog”.
Step 2. In the “Line” field — select a line.
Step 3. In the “Messenger” field — select a channel.
Step 4. In the “Assignee” field — select the responsible user.
Step 5. In the “Number / Username” field — enter the client’s phone number or username.
Step 6. Enter your message. Add emojis or attach files if needed.
Step 7. Click “Start dialog” — the chat will open.

Send a template message in a new chat

Step 1. Click “Add dialog” → “New dialog”.
Step 2. Go to WhatsApp Business → in the “Line” field — select a line.
Step 3. In the “Messenger” field — choose Official WhatsApp.
Step 4. In the “Assignee” field — select the responsible user.
Step 5. In the “Client phone number” field — enter the phone number.
Step 6. In the “Select template” field — choose a template and fill in variables.
Step 7. Click “Start dialog” — the chat will open.

Send a template message in an existing chat

Step 1. Open a chat in the Official WhatsApp channel.
Step 2. Click the “#” button → “Template messages”.
Step 3. Select a template, fill in variables, and click “Send”.

The template message will be sent to the current chat.

Step 1. Click “Add dialog” → “New dialog”.
Step 2. In the “Line” field — select a line.
Step 3. In the “Messenger” field — choose Email.
Step 4. In the “Assignee” field — select the responsible user.
Step 5. In the “Email” field — enter the client’s email address.
Step 6. In the “Subject” field — enter the message subject.
Step 7. Write your message and click “Start dialog”.

Step 1. Click “Add dialog” → “Create group”.
Step 2. Enter a group name → choose an avatar.
Step 3. Enter a message — it will be sent when the group is created.
Step 4. In the “Line” field — select a line.
Step 5. In the “Messenger” field — select a channel.
Step 6. In the “Assignee” field — select a user and click “Next”.
Step 7. Add participants: contacts can be found by phone number or username.
❗Only contacts with existing conversations in Scenario Dialogs can be added.
Step 8. Click “Create” — the group chat will open.

Open the participant list → “Invite participant” → select a participant.
Only users with existing conversations in Scenario Dialogs can be invited.

Copy group link:
Open the participant list → “Invite participant” → click the link button.

Message modes
• “Message” — visible to the client
• “Note” — internal comment (not visible to the client)
Notes are highlighted in yellow. Quick note — type / before the text.

Tools
• AI / 💠 — text generation, Scenario AI assistant tools
• #️⃣ — quick replies and WhatsApp templates
• 🌐 — translate text before sending

Text formatting
• bold, italic, strikethrough, quote, code block (also via shortcuts)

Files and media
• 📎 — attach files (images, documents, videos) or drag & drop
• 😊 — emojis
• 🎤 — voice messages

Chat context menu
Right-click a chat to open the menu:

— open dialog in a new tab
— mark as read / unread
— pin chat (appears in “Favorites”)
— disable system messages
— block chat

System messages are service events (e.g. chat opened, closed, assignee changed, etc.)

Message context menu
Right-click a message:

— reply
— copy text
— forward
— delete

If a client deletes a message:
It remains in Scenario Dialogs but marked as “deleted”.

If you delete a message in Scenario Dialogs:
It is deleted for the client and marked as “deleted” in the system.

To open the profile — click the client’s name in the chat.

The profile shows:
— client name (editable)
— chat ID (used in automations)
— phone number and username (if available)
— “+New tag” — create a tag for the dialog

“Information” section
— marketing consent — shows if the client agreed to receive messages
— line — communication line
— comment — internal info (visible only to staff)
— “Add field” — create custom fields

Client data can be automatically saved via the Dialogs.pro block in the bot builder.

“CRM Data” section
Displays linked entities: leads, deals, contacts, companies, tasks.
You can open or create CRM records — they will sync automatically.

(Available after CRM integration setup.)