Kommo integration guide

Integrating Kommo with your Fineguide assistant allows you to sync conversations, automate CRM updates, and enhance your customer interaction workflows. Follow this step-by-step guide to connect, verify, and configure the integration.

From the Fineguide dashboard:

1. Select the assistant you want to connect (or create a new one if needed).
You’ll see the assistant profile card — click it to open.
Navigate to My OrganizationAssistants.

    2. Go to the Connect Apps Section

    Inside the assistant settings panel:
    Locate the Kommo tile in the App Store.
    In the left sidebar, scroll to the Advanced section.
    Click Connect Apps.

    3. Authorize the Integration

    When you click the Kommo integration tile, a new authorization window will open.
    Here’s what to do:

    1. Review the requested permissions (e.g., viewing data, taking actions, managing notifications).
    2. Select the Kommo account where you want to install the Fineguide app.
      • You can switch accounts or add a new Kommo account if needed.
    3. Click Connect to grant access.

    Once approved, the authorization window will close automatically, returning you to Fineguide.

    4. Confirm Successful Connection

    Back on the Fineguide platform, the Kommo integration tile will display a green “Connected” badge.
    This indicates that your assistant is now linked to your Kommo workspace.

    5. Configure Integration Settings

    Click the Kommo tile again to open the configuration panel.
    Here you can:
    Remove or reset the integration if needed
    Enable/disable your assistant on specific Kommo channels
    Reload channel lists
    Use the Data Explorer to inspect synced information
    Set up Filtering Rules to control message routing
    This section allows you to define when and how the assistant should respond in Kommo.
    You can create rules based on message source, tags, pipeline logic, or other CRM attributes.

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