# AI Chats for SalesDrive > HAPP AI works with SalesDrive and all your messengers in a single interface. - **Integration:** SalesDrive (CRM & booking) - **Page:** https://happ.tools/integrations/salesdrive - **Setup guide:** https://docs.happ.tools/ — step-by-step connection instructions, error reference and connection management live in the docs, not on this page. - **Action:** [Connect channels](https://my.happ.tools/) ## What the integration gives you *Features* SalesDrive plus every messenger your customers already use — wired into one assistant that talks, books, and ships. - **Orders flow into SalesDrive in seconds** — AI confirms an order in chat — HAPP creates it in your funnel with the right status and the fields mapped. (The order source is not one of them: SalesDrive does not accept that field from an integration — set it on your side.) - **All channels in one inbox** — SalesDrive plus every messenger your customers already use — wired together as one feed. - **Catalog, customers, funnel, orders** — Every SalesDrive entity is available to AI in real time — no delays, no manual exports. - **Instant replies, 24/7** — AI answers under a second. Zero leads lost overnight or on weekends. - **Smooth handoff to a manager** — AI detects complex cases and passes them on with full chat history and customer profile. - **Every lead gets an AI readiness score** — Every dialog gets an AI readiness score and lands at the right funnel status. Hot leads reach a rep first. Conversion, response time, top questions and team productivity are broken out by channel and by assistant. ## What you see once it is on *The finished picture* Nobody adds a tool to their morning. The orders turn up in the funnel you already work from — filled in, and linked back to the chat that produced them. - **Orders nobody retypes** — Name, phone, product and comment read out of the chat and written into the order. - **The customer recognised** — Existing orders found by phone number while the conversation is still going. - **Straight into your funnel** — The funnel and the starting status you picked — not an inbox somebody has to clear. - **The chat attached** — Every order carries a link back to the conversation that produced it. - **Numbers you can hold** — How many orders closed without a manager, and how fast the assistant answered. ### In your SalesDrive account The order list you already work from — with the rows the assistant filled in. - **Orders** — Time · Order no. · Client · Product · Status - **Created by the HAPP assistant** — 14:26 · #1047 · Iryna Koval — Found the customer by phone number, offered the jacket out of your catalogue, took the size and the delivery branch, and wrote the order. No manager touched it. *(Funnel Sales · Status New · Total ₴2,490 · Delivery Nova Poshta, branch 12)* - **Order source** — SalesDrive does not accept this field from an integration — set it on your side. ### In HAPP The conversation behind that order, and what it wrote where. - **Summary** — Asked whether the winter jacket was in stock in M. Offered black and olive, took black, gave the branch without being asked twice, confirmed the order in eleven messages. - **What stays in HAPP** — The transcript itself. The order carries a link to it rather than the text — SalesDrive has nowhere to put eleven messages. - **Written into SalesDrive** — Funnel · Sales · Status · New · Product · Winter jacket, black, M · Client · Iryna Koval · Phone · +380 67 412 33 78 · Delivery · Nova Poshta, Kyiv, branch 12 · Comment · Asked to be called after 18:00 - **This week** — Orders written · 128 (no manager involved) · Average reply · 0.6 s (across every channel) · Closed by the assistant · 71% (the rest handed over) ## Pick an agent and put it in the chat *Ready-made agents* Three presets that cover what a SalesDrive store is usually asked to do. Take one as it is or edit the brief before you paste it — none of them needs a developer. ### Order taking Offers from your catalogue and writes the confirmed order into your funnel. - **What it listens to** — Every chat on every channel you have connected — Telegram, Instagram, WhatsApp, Viber, Facebook. - **What it writes back** — An order in the funnel and status you picked, with the name, phone, product and comment taken from the chat. - **How it scores** — The product matched against your catalogue, never invented · Name and phone read back and confirmed · Delivery method and address taken before the order is written · The whole order read back before it is saved · A hand-over to a person the moment one is asked for **The brief** ```text Agent: order taking Channels: every messenger connected to HAPP CRM: SalesDrive — the funnel and starting status set on the integration Task: answer the enquiry, offer from the product catalogue, and write the confirmed order into SalesDrive. Always: - Offer only what the catalogue actually has, with the price it carries - Look the customer up by phone number before creating anything new - Take the delivery method and the address - Read the whole order back before saving it - Hand over to a person the moment one is asked for Write back: the order in the chosen funnel and status, with name, phone, product, delivery and the customer’s comment. Attach a link to the conversation. ``` ### Delivery status Answers "where is my order" without anybody opening SalesDrive. - **What it listens to** — Anyone writing in about an order they have already placed. - **What it writes back** — The answer in the chat, and a note on the order that the customer asked. - **How it scores** — The order found by the phone number the customer is writing from · Only that customer’s own orders read back — never anyone else’s · The status quoted as SalesDrive has it, word for word · No delivery date promised that SalesDrive does not carry · A hand-over on anything about money **The brief** ```text Agent: delivery status Channels: every messenger connected to HAPP CRM: SalesDrive — read access to orders Task: find the customer’s order and tell them where it is. Rules: - Match the order by the phone number the customer is writing from - Read back only that customer’s own orders - Quote the status and the delivery details exactly as SalesDrive has them - Never promise a date SalesDrive does not carry — say you will check instead - Hand over to a person for refunds, part-payments or anything about money Write back: a note on the order that the customer asked, with the date and what was said. ``` ### First-line support Takes the questions that come before an order — and the ones that come after. - **What it listens to** — Every first message on every channel, before anybody on the team sees it. - **What it writes back** — The question and the answer onto the customer’s record, so the next person has the thread. - **How it scores** — Answered from your catalogue and your terms, not from guesses · "I don’t know" said out loud rather than invented · The customer matched to a record where one already exists · A hand-over to a person the moment one is asked for · The language the customer opened in, kept to the end **The brief** ```text Agent: first-line support Channels: every messenger connected to HAPP CRM: SalesDrive — read access to customers and orders Task: answer the questions that arrive before an order and after it, from the catalogue and the terms you have been given. Rules: - Answer from the catalogue and the written terms only - Say "I do not know, let me pass this on" rather than guessing - Match the customer to an existing record where there is one - Stay in the language the customer opened in - Hand over to a person the moment one is asked for Write back: the question and the answer on the customer’s record in SalesDrive, so whoever picks the thread up next can see it. ``` All three run on the same SalesDrive connection. A second agent is a second assistant, not a second integration. ## What you need to connect *Before you start* A short checklist — once you have these four things, the rest takes under three minutes. 1. **SalesDrive account** — An active business plan with API access enabled in Settings → API. Free tiers don't expose the API. 2. **API key (general)** — The personal API token from SalesDrive → Settings → API. Not the Form-API key — those are different. 3. **HAPP account with an assistant** — An active workspace at my.happ.tools with at least one assistant configured to talk to your customers. 4. **Funnel & initial status** — Pick which SalesDrive funnel new orders land in and the starting status. We'll help you map it if you're not sure. ## One assistant, every channel *Everything else* This is one of two dozen integrations. Connect the rest of your stack the same way — no code, no migration. **Messengers** (5 channels): Telegram, Viber, Instagram, Facebook, WhatsApp **Telephony** (5 carriers): Binotel, Ringostat, Phonet, UniTalk, StreamTelecom **CRM systems** (5 integrations): SalesDrive, keyCRM, NetHunt, Odoo, Google Sheets Plus Altegio, Shifio, Zadarma, Qdrant, Custom Messenger and webhooks for anything else you run. ## Frequently asked questions *FAQ* Answers to the most common questions about the SalesDrive integration with HAPP. ### Is it safe to share the SalesDrive API key with HAPP? Yes. The key is stored encrypted, used only to call the SalesDrive REST API on your behalf, and never shown back — even to your own teammates in HAPP. You can revoke it any time in SalesDrive → Settings → API. ### How many SalesDrive stores can I connect to HAPP? Multiple. Each store is a separate integration with its own API key. Plans differ by the number of connected integrations — check your current limit in HAPP → Billing. ### How fast do orders from chat appear in SalesDrive? In real time. Once the assistant confirms an order in chat, HAPP sends it to SalesDrive within 1–2 seconds — the order shows up in your selected funnel with the right initial status. ### Can I route orders to a specific funnel or status? Yes. In HAPP → Integrations → SalesDrive → Settings, pick the funnel and the initial status. Different assistants can route orders into different funnels — useful when you split chat support from warm leads. ### How does the assistant fill client fields (name, phone, city)? HAPP extracts fields from the conversation and maps them to SalesDrive client and order fields automatically. Custom fields can be mapped manually in Integration Settings — the dropdown lists everything you have configured in SalesDrive. ### Can I edit an AI-created order in SalesDrive manually? Yes. Orders created by the assistant are regular SalesDrive orders — your managers see them in the funnel exactly the same way and can edit, reassign, or move them between statuss without any restrictions. ### What happens to orders if I disconnect the integration? All previously created orders stay in SalesDrive untouched. The assistant simply stops sending new ones until you reconnect — no data is deleted on either side. ## Ready to automate SalesDrive chats? Paste one API key and every confirmed order lands in your funnel — with the fields already mapped. [Connect channels](https://my.happ.tools/)