TABLE OF CONTENTS

• Install Telegram App
• Who can subscribe to Bot
• How to subscribe to Bot
• Bot functionality
• Chats
  • How to join Build Plan chat
  • Available chats
  • Find a Chat by Build Plan Name
  • Join a Build Plan Chat
  • Chat settings
• What types of notifications can be toggled on to send them to BP chat

Install Telegram App

Read about Telegram installation here. 

Who can subscribe to FCX Bot

Who can subscribe — employees whose phone numbers are registered in the FCX system. An employee’s phone number should be unique.

How to subscribe to FCX Bot

1. Subscribe to the FCX Bot.

You can subscribe to the bot in many ways:

1. Using the link given via SMS. An HR Manager can share a link with an Employee by sending a text message to the Employee's phone. To do that, open an Employee Card, go to the 'More' tab, and click on 'Invite to Telegram'.
2. By a shared link. If you are subscribed to the FCX bot, you can share it with your colleagues.

C. Searching by bot name. If you know the FCX bot name, use the search bar in Telegram to find it. The bot name can vary for each client.

2. Start a conversation and share a phone number. This will add your Telegram ID to your Employee card (visible in the reference list mode for HR).

3. Run bot command: tap / to see available commands.

Bot functionality

The FCX bot is designed to deliver FieldClix system notifications and facilitate management of Build Plan Chats.

When an Employee subscribes to the bot and shares their phone number, the FieldClix system retrieves the Employee’s Telegram ID via the bot and securely stores it in the Employee Card. The “Telegram ID” field is hidden by default but can be optionally made visible in the Employee Card’s columns and viewed in the reference records list.

Currently, the bot supports the /chats command, which displays a list of Build Plan chats available to the Employee — including those they have already joined and those they are eligible to join.

Chats

The system automatically creates a Telegram chat for a Build Plan whenever a chat notification needs to be sent. Such events include starting a Build Plan, publishing a Dispatch, or creating a Build Plan Task. The exact triggers depend on how Notification Events are configured in your FCX instance. Typically, the first chat notification occurs when a Dispatch is published.

When the chat is created, the FCX bot is added as an admin. This means all messages generated within the FieldClix system—such as those sent from the Build Plan Card or automated notifications like “New Dispatch created” or “Employee arrived at Site”—are posted in the chat under the bot’s name.

At the moment of creation, the Build Plan chat includes only two members: the Service User and the FCX bot. To participate and view the Build Plan chat conversation, you must join the chat. Further details about joining the chat follow below.

How to join Build Plan chat

1. By a link shared by your colleague. Everyone can be added to a chat, not only bot subscribers.

2. Send a join link through BP Card. In this case, you can send a message to Employees who are already subscribed to the bot.

Click on 'Send join link' and select an Employee. The employee will receive a message from the bot with a join link to the BP chat.

3. Find chat using the bot.

Start the command /chat to display available BP chats or find chat by its name.

4. Follow the link sent by the FCX bot.

• BP Owner and Project Roles members who can sign up to chat will receive the “join chat” link when the BP Telegram chat is generated.
• A Crew Lead and Crew Members will receive a message with a link to the BP chat when a Dispatch is published. Here, the link is a part of a notification about a new scheduled WO.

Available chats

You will have access to chats of Build Plans where:

• You are assigned as a Project Role Member within the Build Plan and have the permission to join the chat, as controlled by the corresponding checkmark in the Project Role Card.

• You are a crew member of a Build Plan that has active Dispatches. 
  • Active Dispatches are those Dispatches that have not been canceled.

Find a Chat by Build Plan Name

Type /chats [BP Name]. You can add BP Number, Site ID, Scenario Name after the /chats command. In response,  the bot will display all possible matches between the BP chat name and what you added after /chats.

Join a Build Plan Chat

Become a member of the chat by joining. After that, you can communicate with your colleagues, receive notifications, and see the chat history.

Chat settings

Chat functionality is simple. You can manage chat settings on your own: 

• clear history – clears chat history only for you 
• mute notifications – turns off chat notifications
• leave group – to stop being a chat member, this stops receiving chat notifications.

When you leave a chat, you still see the chat in the list of available chats. You can join it once again.

What types of notifications can be toggled on to send them to BP chat

• Build Plan events: BP is canceled or completed, BP updates, BP Tasks updates
• Work Orders stage changes
• Scheduled Dispatches changes: new dispatch, dispatch updates (new crew members), Employee arrival/departure on/from Site.

Notification is failed if the FCX bot doesn't have access to sending messages to a recipient (they stopped the bot).