WeChat Official Account Channel Integration (Submitting Work Orders via WeChat Official Account)

ShareCRM Service Connector provides a self-service portal through WeChat Official Accounts, allowing Terminal users to submit service requests directly via WeChat.

Access Path: Service Connector > System Settings > Full Feature Settings > Terminal User Service Connector > Connect WeChat Official Account

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1. Binding WeChat Official Account

Prerequisites for Binding: - Only CRM administrators can bind WeChat Official Accounts to ShareCRM. - WeChat administrator authorization is required during the binding process. - Subscription accounts and unverified service accounts are not supported.

Access Path: Service Connector > System Settings > Full Feature Configuration > Terminal User Service Connector > Connect WeChat Official Account

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• Click [WeChat Official Account Authorization] on the Connect WeChat Official Account page to proceed to the authorization page.

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• After the Official Account administrator completes authorization, review the connection details and click [Create] to finalize the binding.

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2. Accessing the Self-Service Portal via WeChat Official Account

• WeChat Official Accounts primarily use custom menus to access the portal. Configure menu options for submitting Work Orders or accessing the portal.
• Action: Menu Response > Link Application > Select “Service Connector - Terminal User”.

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Menu Descriptions:

2.1 Identity Registration and Login for Service Connector - Terminal User Menu Access

1. Note: The system defaults to guest access mode.
2. To restrict access, configure Terminal User Registration and Login (Binding Official Account) first.

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2.2 Quick Menu Access Guide for Service Connector - Terminal User

Menu Configuration Path 1:
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Menu Configuration Path 2:
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1. App Home: Self-service portal. Configuration guide: Terminal User Portal. Example:
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2. Query Tool: Quick information lookup. Feature details: Terminal User Query Tool. Example:
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3. Submit Work Order: Create a new Work Order. Example:
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4. Query Work Order: View Work Order list. Example:
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5. Device List: View device object list. Example:
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6. Service Request: Create a new service request. Example:
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7. Knowledge Base: Access knowledge base. Data setup: Knowledge Base Maintenance. Example:
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