Skip to main content

ChatRex and Kommo: deal updates directly from the conversation

The AI bot clarifies the need, writes answers in the Kommo fields and changes the status after the desired event. The manager receives the deal with a clear next step

  • Responds using your scenario
  • Stores customer data
  • Transfers the context

How ChatRex works with Kommo

ChatRexonline · transaction fields
Today
We need a bot for a sales department of ten people10:24
When do you want to launch the project and how can I contact you?10:24✓✓
Within a month, email sales@example.com10:25
Thank you, the deadline and contact have been recorded. I forward the request to the manager10:25✓✓
Action completed in KommoDeadline, task and email are written in the Kommo fields
Scenario 01

Fills out the card as the conversation progresses

ChatRex saves phone, email and request parameters into variables, and then writes them to the deal or contact fields

Fields are filled from variables

Phone, email and request parameters are written to the deal, contact or company fields

Status changes according to condition

ChatRex moves the deal to the next stage only after a specified event in the conversation

The task is assigned to the person responsible

The manager receives a specific next step and deadline without manual transfer from the chat

How ChatRex integrates with Kommo

What happens to each request, why it matters to the business, and where the team saves time

Fields are filled from variables

Phone, email and request parameters are written to the deal, contact or company fields

Status changes according to condition

ChatRex moves the deal to the next stage only after a specified event in the conversation

The task is assigned to the person responsible

The manager receives a specific next step and deadline without manual transfer from the chat

Contact and company are updated separately

The collected data ends up in the desired related entity, rather than being left as a general comment

Lists accept data from the dialog

The value of a variable can be written to a customized list or multilist field

The conversation can be transferred to another bot

Another script continues the current conversation without asking the client again

Where teams use this integration

Practical scenarios with a clear handoff and an observable result for the team.

Qualification

Filling in the current deal

The Kommo fields store the task, contact and agreed upon date.

Funnel

Transition after confirmation

The deal changes status only after a specified event in the conversation

Next step

Task for the person in charge

The manager receives the wording and deadline without manual transfer from the chat

Let's show ChatRex in your Kommo funnel

Let's take a test deal, set up the fields and transition conditions and check the task for the manager

How to launch the integration

1

Connect Kommo

Select fields, status and employee for tasks

2

Linking Variables

Determining which responses to record in the deal, contact and company

3

Checking on a test transaction

Testing filling out fields, changing status, and setting a task

How ChatRex compares with other solutions

Criterion
ChatRex
Other solutions
Transaction fields
Filled with data from the conversation
Transferred manually by an employee
Status
Changes after a given event
Requires manual transition
Problem
Created with a term from the conversation
Set by the manager after reading the correspondence
Related Data
Updated in the required Kommo entity
Remains a general comment