Multichat Channels 11 platforms
Communication platform connections for boss and workers
BOSS (Director)
WhatsApp Business
Telegram
Client Portal
Email (IMAP/SMTP)
SMS Gateway
Facebook Messenger
Instagram DM
Threads
TikTok DM
Viber
WORKERS (Staff CRM)
Each worker needs own connections
Worker #1 — Anna Kowalska
WhatsApp
Connected
Telegram
Connected
Portal
Auto
Email
Connected
SMS
Not Set
Facebook
Not Set
Instagram
Not Set
Threads
Not Set
Pinterest
Not Set
TikTok
Not Set
Viber
Not Set
Add Another Worker
Other Integrations
Google Cloud
Meta Ads
TikTok Ads
Ahrefs
POS Terminal
n8n Automation
Google Drive
Obsidian Vault
Notion
Email Notifications
-
New Lead Received
Notify when a new lead is created from any source -
Case Status Update
Notify on case status changes -
Document Expiry Warning
Alert 30/14/7 days before document expires -
Payment Received
Notify when a payment is recorded -
Task Overdue
Notify when a task is past its due date
Telegram Notifications
-
New Lead Received
Send Telegram message on new lead -
Case Status Update
Send Telegram message on case change -
Document Expiry Warning
Telegram alert for expiring documents -
Payment Received
Telegram notification for payments -
Task Overdue
Telegram alert for overdue tasks
Email Templates
Manage automated email templates for clients and staff-
Welcome Client
Sent to new client after registration in CRM -
New Lead Notification
Sent to assigned manager when new lead arrives -
Case Created
Sent to client when a new case is opened -
Case Status Update
Sent to client when case status changes (e.g. submitted, approved) -
Document Request
Sent to client to request missing documents (passport, contract, etc.) -
Document Expiry Warning
Sent 30/14/7 days before Karta Pobytu, visa, or passport expires -
Invoice Sent
Sent to client with invoice PDF attached -
Payment Confirmation
Sent to client after payment is processed -
Appointment / Hearing Reminder
Sent to client 3 days and 1 day before urząd appointment -
Task Assignment
Sent to worker when a new task is assigned -
Task Overdue Alert
Sent to worker and boss when task is past due -
Monthly Report
Monthly summary sent to boss: revenue, cases, performance