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How to Create a Dialog

A new dialog can be created with a specific lead or without linking it to a lead. If a conversation with the selected lead already exists, you can use the form to open it.

  • Open Dialogs in the project side menu.
  • On the section page, open the three-dot menu above the list.
How to Create a Dialog. 1. three-dot menu above the list
1. three-dot menu above the list

Choose Create new dialog.

How to Create a Dialog. 2. Create new dialog
2. Create new dialog

In the creation form that opens, you can create a dialog with a lead or without a lead.

To leave without creating a dialog, click the close icon.

Create a Dialog With a Lead

  1. Enter a name or username in the lead search field.
  2. Select the lead you need.
  3. Click Create dialog.
Create a Dialog With a Lead. Highlighted elements: 1. lead search field; 2. lead you need; 3. Create dialog
1. lead search field · 2. lead you need · 3. Create dialog

For Telegram, VK, MAX, and Discord, Senler uses a private conversation with the selected lead in their channel. If one already exists, it opens instead of creating a duplicate. For Discord, Senler opens the bot's direct message conversation with that user automatically; you do not need to enter a dialog address.

A widget lead can have several dialogs. If several conversations exist, the form offers to open an existing dialog or create a new one for a separate request. If only one dialog is found, it opens immediately.

Create a Dialog Without a Lead

  1. Select No lead.
  2. Click Create dialog.
Create a Dialog Without a Lead. Highlighted elements: 1. No lead; 2. Create dialog
1. No lead · 2. Create dialog

After the dialog is created, its chat opens. You can then send the first message.