CRM and integrations

Call cards in a Telegram group: who takes them, how to work with them and privacy rules

Sado AI team · · 4 min read

In short

When call cards arrive in a Telegram group, a manager sees every call with its recording without opening the portal. To make it useful, you need three rules: the group holds only these cards and the staff who work with them; whoever takes a card marks it with a reply (“mine”); anyone who leaves the company is removed from the group the same day. Each morning, go through the night’s cards and hand out the work. The full transcript, answers and results stay in the Sado portal.

What a Telegram card gives you

With Telegram connected, a card for every call arrives in your company’s group with the recording. The owner or a manager hears from their phone in seconds who called, what they asked and what the operator said. A customer ready to buy gets a quick call back, and the night’s conversations are the first thing seen in the morning.

The full transcript, the customer’s answers, a short summary and the next step are in the Sado portal. You can also ask Yordamchi, the portal’s assistant, in plain words: “How many requests came in today?”

Setting up the group properly

  1. Create a separate group. In a general work chat, cards get lost between messages.
  2. Add only people who work with the cards: managers and the owner.
  3. Appoint one or two admins. Only admins add members; don’t share the invite link.
  4. Write the rules in one message and pin it at the top of the group.
  5. You connect the group together with Sado’s team, then check with one test call that the card arrives.

Who takes a card: simple rules

A card everyone saw belongs to nobody. So every card needs an owner:

CardWho takes itBy when
Customer ready to buyThe manager on dutyFor example, within 15 minutes
A question the operator couldn’t answer exactlyThe manager for that lineFor example, within an hour
Complaint or unhappy customerThe ownerThe same day
Simple question, already answeredNobodyJust read it

Whoever takes a card replies “mine” and, when done, adds one line of result: “Called back, booked for Saturday.” Cards nobody has taken by lunchtime are handed out by the owner.

Privacy rules

  • Remove anyone who leaves the company from the group the same day.
  • Don’t forward cards to personal chats or other groups.
  • Don’t add outsiders or other bots to the group.
  • Have staff turn on two-step verification in Telegram, so a lost phone doesn’t open the group to a stranger.
  • Recordings contain the customer’s name and phone. Uzbekistan has a law on personal data: use the group for work only, and if in doubt, ask a lawyer.

Once a week: what the cards tell you

  • Which question came up most? Add its answer to the operator’s information, for example a new branch address or the delivery price.
  • Which cards were taken late, and why: nobody on duty, or an unclear rule?
  • Of the cards where the operator said “a manager will call you back”, how many really got a call?
  • Do complaints share one cause: delays, price or the way people were treated?

Ten minutes each morning

At the start of the day, open the group, go through the night’s cards and hand them out by the rules in the table. Then open the Requests list in the portal: each request has a “What they need” line, the recording and the transcript. Telegram is for quick alerts; history and results live in the portal or your CRM.

Sado’s operator answers calls day and night, in Uzbek and Russian. If you use Bitrix24, the call card with its recording and transcript appears in the CRM too. More: an AI operator for incoming calls, Bitrix24 AI calling and missed calls. Try it live or call 78 778 01 23.

Questions

What’s in the Telegram card?

Each call’s card arrives with the recording. The full transcript, the customer’s answers, a short summary and the next step are in the Sado portal.

Does a Telegram group replace a CRM?

No. The group is for quick alerts. Customer history, stages and tasks live in your CRM or the portal.

Who should be in the group?

Everyone who works with the cards and nobody else, for example two or three managers and the owner. Give the accountant or couriers a separate group.

Won’t the cards disturb us at night?

Mute the group for the night hours. The cards are still kept, and you’ll see them all in the morning. Hours for outgoing calls are set separately in the portal: AI outbound calls.

Try Sado on your own calls.

Talk to the operator on the site or call 78 778 01 23 — this is exactly what your customers will hear.

78 778 01 23Telegram