Claude replies to requests

Claude (Anthropic’s AI) reads customer requests and Telegram chats and drafts replies; you review and send them. Available on the Business and Enterprise plans.

Once Claude is connected to the CRM it sees open, unanswered Customer requests and unread Telegram bot chats and writes a reply DRAFT for each, in the customer’s language. Drafts are never sent automatically — you review, edit if needed and press «Send». Claude only sees your own company’s data.

Connecting

Open Settings → «🧠 Claude connection» (admins only). Only the connection is set up in Settings — everything else is on the «🧠 Claude» page.

Enter your password, press «Create address» and copy the address shown — it is displayed only once.

In the Claude app (claude.ai or Claude Desktop): Settings → Connectors → Add custom connector — paste the address and save.

Ask Claude: «Check new requests in the CRM and prepare reply drafts». To have this done automatically every day at 10:00, 14:00 and 17:00, install the automatic worker. All steps (Claude account, connector, automatic worker, troubleshooting): Help → «Setting up Claude (step by step)».

Reviewing and sending drafts

Drafts appear on the «🧠 Claude» page in the top bar, in the «Claude reply drafts» block (and at the top of the Customer requests page).

Read the text, edit if needed and press «Send»: replies to Telegram chats go to the customer through the bot and are logged on the request.

If the request did not come from Telegram (phone, email, office), «Send» is disabled — reply to the customer yourself; «Save as a note» stores the text on the request as an internal note.

Remove unneeded drafts with «Delete».

The report of the «Check requests, draft replies» task is only a short list (to whom, topic). The replies themselves are in the «Claude reply drafts» block — the «Go to drafts» button in the report takes you there.

Giving Claude tasks: the «🧠 Claude» page

Press «🧠 Claude» in the top bar (admins only, Business+).

Pick a ready command: reply to requests, daily summary (overdue and today’s tasks, requests), leads summary, overdue receivables, weekly sales, GPS issues (check-ins without GPS or with poor accuracy, missed visits, attendance records outside the office), attendance results, stock alerts, POS shifts, sales forecast, data quality — or type your own task.

Claude opens in a new window with the task text — press «Send». If it does not open, use «Open in Claude» or «Copy text».

If an automatic worker is connected on this computer (the page shows «✅ The automatic worker is connected»), the button does not open a Claude window: the task is queued, Claude picks it up within 5 minutes and the result comes to this page as a report. If you don’t want to wait, click «Open in Claude».

Claude reads the CRM data and saves the result back to the CRM as a report: it opens on the «🧠 Claude» page, its links lead to the related task, lead, invoice or visit, and you get a notification.

You can also ask Claude in the chat to create a task (e.g. «create a call task for this lead for tomorrow») — it is created in the CRM marked «🧠 Claude yaradıb».

Editing commands: click “Edit commands” — change the button name and the task text for Claude, reorder with ↑ ↓, delete unneeded ones or create your own with “Add command” (up to 20). Click “Save”. “Default commands” restores the 11 ready commands. The list is the same for the whole company.

If you cannot find something in the CRM or something does not work, write the question in the «Your own task» box (e.g. «How do I make a return without a receipt at the POS?»). Claude finds the answer in the CRM help center and writes the steps and a link to the article in the report.

The address is a secret key — never share it. If in doubt press «Create a new URL» (the old one stops working at once) or «Revoke».

In the Claude app set the «send_reply» tool to «Always ask» or «Blocked» so replies only go out with your approval.

If the plan drops below Business, the connection stops automatically.

Claude must not invent facts it does not know (prices, dates, stock) — if a draft contains such a place, fix it.

Drafts for Telegram chats are prepared only when your company has a connected Telegram bot. Without a bot a Telegram draft cannot be sent — delete it.