WeChat Customer Service Integration: Features & Workflow Meta Description

1. Module Overview

1. Authorize WeChat Work Account

Most core functions depend on successful integration. You can click **Authorize Existing WeChat Work** to integrate your WeChat Work account. For details, see: [How to Integrate WeChat Work?]

 

2. Top Search Bar

The top search bar supports searching by WeChat Customer Service account name, remarks, and status, helping you quickly locate accounts.

 

3. Create WeChat Customer Service Account

If you have no WeChat Customer Service accounts under your WeChat Work, you can create multiple ones to handle multiple conversations.

Click `Add` in the upper right corner. Enter an account name and click `Confirm` to finish creation.

If you already have WeChat Customer Service accounts, click `Sync` to import accounts and contact data in one click.

 

4. Enable WeChat Customer Service Account

After creating an account, you can manage all WeChat Work messages and conversations in SaleSmartly for one‑stop chat.
Toggle on `Enable` to receive real‑time messages without switching accounts.

 

5. Add & Assign Agents

After integrating WeChat Work into SaleSmartly, you can assign agents to manage conversations for each WeChat Customer Service account.

You can add team members in `Settings → Team Management` and bind social media accounts during creation.
For details: [How to Add Members to a Project]

After creating members, you can assign them quickly on the `Integration` page.

Click `Assign Members` -> Select members for this account -> Click `Confirm`.

 

6. Edit

You can update WeChat Customer Service account info on the edit page.

Click `Edit` -> Modify content -> Click `Confirm`.

 

7. Get Link

WeChat Work channel supports generating service links and QR codes for sharing on websites. Visitors can start a conversation by clicking the link.

Click `Get Link` to obtain both QR code and URL contact options.

 

8. Authorization Settings

To switch WeChat Work accounts, you can unbind the current authorization first.

Click `Authorization Settings` in the upper right corner → `Unauthorize`. Go to your WeChat Work admin console to complete unbinding.

Click App Management > Find SaleSmartly and click Delete App to unbind.