Major Release: Witstally CRM Integration with SMSBAT Omnichannel Chats

We are excited to introduce a game-changing update to the Witstally Cloud Accounting & CRM Platform! In this release, we fully integrated SMSBAT Omnichannel Chats directly into the Witstally CRM panel, allowing sales managers, support agents, and accountants to handle customer communication, manage deals, and track history seamlessly.

💬 1. Native CRM Workspace for All Messengers

Operators no longer need to jump between external apps or web dashboards. All customer inquiries across Telegram, Viber, Facebook Messenger, Instagram Direct, OLX, Prom.ua, and WhatsApp are now accessible directly within Witstally at /smsbat/chats.

• Multi-channel queue: Filter conversations by channel, unread status, or assigned operator.
• Media attachments: Send and receive photos, invoice PDFs, and voice messages.
• Contact tagging: Assign client tags directly from the conversation sidebar.

🎯 2. Instant 1-Click Lead Creation from Chat

Transforming a customer inquiry into a CRM Deal is now instant!

• Auto-populated fields: Clicking “Створити лід” in the chat header pre-fills the lead with the customer’s phone number, name, and messenger source.
• Link to existing deals: Associate an incoming chat with any active CRM Deal in one click.
• Direct navigation: Open any conversation directly from the Lead or Counterparty detail page.

👥 3. Multi-Operator Live Typing Indicators

To prevent multiple operators from answering the same customer simultaneously, we introduced real-time Cross-Operator Live Typing Sync:

• When Operator #1 starts typing a response, all other operators viewing the conversation see a real-time banner: “Оператор [Ім’я] пише…”.
• Eliminates duplicate responses and delivers a smooth client experience.

📊 4. Full Timeline Sync & Internal Chat Notes

Every customer interaction is automatically captured in your CRM audit trail:

1. Activity History: Message history is rendered directly inside the Lead’s activity timeline.
2. Internal Operator Notes: Internal comments entered in the chat window sync automatically into the Lead’s history log.
3. Supervisor Audits: Managers and Watchers can inspect full interaction timelines at any time.

🚀 Experience the Update Today

Log into your Witstally workspace at app.witstally.com and navigate to Налаштування → Підключення SMSBAT to enable your omnichannel integration!