WeChat Customer Service Integration: Features & Workflow Meta Description

1. Introduction

This guide walks you through  [ Integration-WeChat Customer Service ] on SaleSmartly, enabling centralized management of conversations, account settings, and team collaboration.

2. Features

2.1. Authorize the corporate WeChat account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Authorize an existing WeChat account to integrate your WeChat account. For detailed procedures, please refer to How to integrate WeChat account?

2.2. Smart search bar

Click the search bar at the top to search based on the customer service WeChat account name, notes, and opening status, helping you quickly find the WeChat customer service account.

2.3. Create a new customer service WeChat account

If your corporate WeChat does not have a WeChat customer service account, you can create multiple WeChat customer service accounts to help you answer multiple conversations.

To create your corporate WeChat customer service account, click Create Customer Service Account, fill in the account name, and click OK to create it successfully.

If your corporate WeChat already has a WeChat customer service account, you can click Synchronize to synchronize the customer service account and contact information with one click.

2.4. Activate WeChat customer service account

Once you create a WeChat customer service account, you can manage your multiple corporate WeChat information sessions on the SaleSmartly platform for one-stop chat .

You don't need to switch accounts repeatedly to check new messages from visitors, which helps you reply to visitor messages more easily and quickly. Just turn on the enabled status to receive information in real time.

2.5. Add customer service-configure customer service

After integrating WeChat Work into Salesmartly, you can configure customer service for your WeChat Work customer service account to facilitate the management of conversations generated under the account.

You can add your customer service members in [ Basic Settings -Team ] and configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [ Integration ] interface to quickly configure the customer service .

Click Configure Customer Service> Check the members you want to configure to this homepage > Click OK.

2.6. Edit