Who can use this feature?
System administrators only
This installation and setup guide is intended for System Administrators who are responsible for installing the connector and enabling the integration between Qwil Messenger and Wealthbox.
What to expect?
Integrations allow staff users to see communication under a client activity record in your CRM.
Important: In Wealthbox, the chat notes notes are created under each client, but it will posted with the name of the administrative user who has installed the integration. Alternatively, you can create a new Wealthbox user, for example "Qwil Messenger" to establish the connection.
Deploying the connector involves a few simple steps:
Connect to Wealthbox via Qwil Messenger 3rd Party integrations.
Sign in to your Wealthbox Account.
Select the CRM Organisation to be connected.
Agree connection request from Wealthbox .
You are now connected and the 3rd party integration for your CRM will appear in green.
Chats will be synced within 10 minutes for the previous day and daily at midnight thereafter. Make sure you set the Timezone under Settings.
Sync only applies for clients chats who are both on Qwil and on Wealthbox and share the same email. If the client chat has not synced, please check the email of the Qwil user and the CRM match. Logs indicate the successful syncs if you click on the integration.
The sync process is not retroactive for previous days / months and transcripts can be downloaded and uploaded to the CRM for previous periods.
Process
Screens below show the steps mentioned in the section above
