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RO App

Connect RO App so the agent finds customers, creates inquiries or orders and logs calls

RO App is a CRM for repair and service centres. Connected, the agent finds the customer by phone, creates an inquiry or an order, searches products and services, and logs calls.

Before you start

  • RO App API key — Settings > API, the key of the employee the agent should act as (open RO App settings).

Connect

  1. Integrations > Add Integration > RO App.
  2. Paste the API key and click Connect.
FieldValue
API key32 letters and digits from Settings > API

After connecting

The card shows the company name and a link to RO App.

I agree that Happ receives and stores this CRM's data — optional. Ticked, Happ syncs contacts, deals, leads and activities; unticked, nothing is stored and the integration works directly (assistant tools, call notes). Disconnecting withdraws consent and deletes the copied data.

The card's menu also has CRM call triggers, Copy webhook URL, Rotate webhook and Webhook logs — for calls started by CRM events.

What the agent may do is set per agent: Agents > the agent > Integrations > the integration's settings.

  • Customer search — find the customer by phone mid-conversation
  • Create an inquiry or an order, with location and type (required) and status
  • Services in the catalog — offer services, not only products
  • Log calls — write each call into the CRM, optionally with the full transcript

API: api.happ.tools/reference

Next

  • CRM — all CRM integrations
  • Tools — what the agent calls mid-conversation

Help me solve it

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

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