Boardroom · setup guide for Kommo · updated 15 September 2026

Boardroom for Kommo: setup in about 5 minutes

Boardroom adds an AI sales agent to your Kommo: it answers new chats in your tone of voice, adds leads to your pipeline and follows up with customers who went quiet. No technical skills are needed — you only click buttons and paste one short code.

Before you start
1. Install the widget
2. Boardroom account
3. Pairing code
4. Connect
5. Pipeline sync
6. Check it works
Disconnect
Problems

Before you start

You are an administrator of your Kommo account (only administrators can install widgets).
You have a work email to create or open your Boardroom account.
Keep two browser tabs: one with Kommo, one with Boardroom. You will copy one code from Boardroom into Kommo.

1. Install the Boardroom widget in Kommo

In Kommo open Settings in the left menu, then Integrations.
In the search box type Boardroom and open the Boardroom card.
Press Install. Kommo shows which access the widget asks for — press Allow.
The Boardroom settings window opens inside Kommo. It says Not connected and has a field Pairing code. Leave this window open — you will come back to it in step 4.

2. Open your Boardroom account

In a new tab open control.boardroom-ai.ae/register.
Enter your company name and work email and press Get code — the code field appears right below, on the same screen. Type the six-digit code that arrives by email and press Confirm and create workspace. Your workspace is created and a 7-day trial starts automatically.
Already have an account? Open control.boardroom-ai.ae/login and sign in with your email the same way.

3. Get a pairing code in Boardroom

In the Boardroom left menu open Integrations.
Find the Kommo card and open it.
In the block Widget pairing code press Mint a pairing code.
A code like BRM-XXXX-XXXX-XXXX appears. Copy it. It works for 30 minutes and only once — if it expires, simply press the button again for a new one.

Only the owner or an administrator of the Boardroom workspace can mint a code. If you see «A workspace owner or admin mints the code», ask the owner of your workspace.

4. Connect Kommo to Boardroom

Go back to the Kommo tab with the Boardroom settings window.
Paste the code into Pairing code.
Read the notice Read this before you connect and tick the box under it. The notice matters: installing the widget only adds Boardroom as a new lead source and takes nothing away. Moving an existing WhatsApp, Telegram or Instagram line to Boardroom is a separate step you take later in Boardroom, and only that step changes where the messages are delivered.
Press Connect. The status changes to Connected and shows the name of your Boardroom workspace.

5. Connect the CRM (required)

Both steps are required. The pairing code alone connects only the Boardroom chat channel. Messages from Telegram, WhatsApp and your other channels reach Boardroom, and the agent's replies go out to them, only after this step. It also brings your pipelines, stages and deals into Boardroom.

In Boardroom open Integrations → Kommo.
Press Connect in one click. Kommo's own permission screen opens — choose your account, signed in as an account administrator, and press Allow.
You return to Boardroom and the card shows Connected and, channel by channel, whether messages reach Boardroom and whether replies go out. Within a minute your pipeline appears in the Boardroom CRM section.

6. Check that it works

In Boardroom open AI agents, open your agent and make sure it is active (button Make active if it is not).
From your own phone send a test message to a chat that is connected to your Kommo (for example your WhatsApp or Telegram line).
The agent's reply appears in the same chat within a few seconds, and the conversation is visible in Boardroom under Dialogues. No reply? Open Integrations → Kommo and press Check now: the line of that channel says why.

Disconnect or remove

To stop the chat channel: in Kommo open the Boardroom widget settings and press Disconnect.
To stop all the other channels and the pipeline sync: in Boardroom open Integrations → Kommo → Disconnect. The message subscription and the stored access are removed.
To remove the widget completely: Kommo → Settings → Integrations → Boardroom → Uninstall.
To delete your Boardroom data: see data deletion.

If something goes wrong

You see	What to do
«That code has expired» or «already been used»	In Boardroom press Mint a pairing code again and paste the new code.
«That code was not recognised»	Copy the whole code including `BRM-` and the dashes, without spaces. Then press Connect again.
«Kommo did not report this account's chat identifier»	Reload the Kommo page (F5) and open the widget settings again.
Connected, but the agent does not answer	Check step 6.1: the agent must be active in Boardroom → AI agents.
Anything else	Write to support@boardroom-ai.ae — include your Kommo account address and a screenshot.

Boardroom never asks for your Kommo password and never asks you to copy keys or tokens. If someone asks you for them in Boardroom's name, do not share them.

Privacy: control.boardroom-ai.ae/privacy.html · Support: support@boardroom-ai.ae