Kommo

Connect Kommo (amoCRM) so the assistant recognises callers by phone, creates contacts and leads, and logs every call as a note

Kommo (amoCRM) connects with a long-lived token of a private integration that you create in your account. Once it's linked, the assistant greets known customers by name with their latest lead in hand, creates a contact and a lead when someone leaves a request, and writes the outcome of every call to the customer's record.

What the assistant can do

Recognise the caller — at the start of a call it looks the phone number up in Kommo and gets the contact's name, email, company and their latest lead (name, stage, budget).
Create a lead — finds the contact by phone or creates a new one, then creates a lead in the pipeline and stage you choose. The request, delivery address, products and the ad that brought the customer go into the lead as a note.
Log calls — after each call it adds a note to the customer's open lead (or to the contact): direction, duration, outcome, summary, the recording link and, if you want, the full transcript.

Before you start

Kommo administrator — only an administrator can create the token.
HAPP workspace with at least one assistant.
Kommo enabled for your workspace — the integration is switched on per company. Ask HAPP support to enable it.

Create the token

In Kommo open Settings > Integrations and click Create integration.
Choose a private integration, name it HAPP and save. Redirect URL and the revoke webhook can stay empty.
On the Keys and scopes tab click Generate long-lived token, pick the expiry (up to 5 years) and copy the token — Kommo shows it only once.

Connect

In HAPP open Integrations and find Kommo under Add a CRM.
Click Connect, enter your account address (acme, acme.kommo.com or the amocrm.ru address) and paste the token.
Kommo appears under My integrations with your account name.

Settings

Open the card's gear icon on the assistant's Integrations tab.

Search — recognise the caller by phone.
Create — leads. Pick the pipeline, stage and owner; without them the lead goes to your main pipeline, first stage. Incoming leads, Closed – won and Closed – lost are not offered as a stage.
Call notes — a note after every call. Full transcript adds the conversation text.

Limits

Kommo stores phone numbers as typed; the assistant matches on the last 9 digits, so 050 111 22 33 and +380501112233 are the same customer.
A number that isn't in Kommo gets no call note — there is no record to attach it to.
The token stops working on the expiry date you picked — generate a new one before then.

Troubleshooting

Problem	Cause	Fix
"Enter the Kommo account address, e.g. acme or acme.kommo.com"	The address is not a Kommo or amoCRM account	Copy the address from your browser while in Kommo.
"Kommo account not found"	Typo in the address	Check the account address.
"Kommo: the token is invalid or expired"	The token expired or the integration was deleted	Generate a new long-lived token and click Connect again.
"Kommo: the account is not paid"	The subscription ended — Kommo closes the API	Renew the subscription.
"Kommo: no access"	The token's user lost rights or the account is blocked	Generate the token as an administrator.

Disconnect

Disconnect the card in HAPP and delete the private integration in Settings > Integrations. Contacts, leads and notes already in Kommo stay.

CRM — all CRM integrations
Tools — what the assistant calls during conversations

Help me solve it

Happ answers right away and hands over to a manager when needed.

Message a manager in Telegram