> For the complete documentation index, see [llms.txt](https://docs.cekat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cekat.ai/ai-integration/crm.md).

# CRM

<figure><img src="/files/xartH20Vm8DEYNGA5R78" alt=""><figcaption></figcaption></figure>

CRM Integration digunakan untuk mengatur AI mengupdate CRM secara otomatis berdasarkan percakapan. Pada CRM Prompt Configuration ini kamu dapat memberi tahu AI kapan dan bagaimana harus mengisi board CRM.&#x20;

## **Langkah-Langkah mengatur Image Edit:**

{% stepper %}
{% step %}

### **Akses Halaman Integration**

Di halaman integration, pilih bagian **Connected Apps** dan cari fitur **CRM.**

<figure><img src="/files/7v35aD3Ng5zx9fWi2TWK" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Aktifkan Fitur**

Untuk mengaktifkan, klik **Activate**.

<figure><img src="/files/cGy9vSTKRKRsLv8XmaoN" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Konfigurasi Pengaturan**

Klik **Settings** untuk melakukan konfigurasi dari **AI CRM**.

<figure><img src="/files/yOajXAbjIma0fYPwxqTG" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### CRM Board Configuration

1. Klik Add Board

<figure><img src="/files/nh0XX7q3EEvAbRzereVp" alt=""><figcaption></figcaption></figure>

2. Pilih Board

<figure><img src="/files/BQhxvHyfHhoIuqG3FnIK" alt=""><figcaption></figcaption></figure>

3. Pilih Column to Match

<figure><img src="/files/ZG4nVLg9YUhOxP1mbmls" alt=""><figcaption></figcaption></figure>

4. Pilih Columns to Update

<figure><img src="/files/qcLQwZURkW8Ttr5igESq" alt=""><figcaption></figcaption></figure>

Pada CRM Board Configuration terdapat system instruction yang dapat menentukan:

* Data apa yang harus ditangkap dari percakapan (nama, email, kebutuhan, budget, status lead)
* Kapan harus membuat entry baru di CRM
* Kapan harus update entry yang sudah ada
* Board mana yang harus diisi (Lead, Client, Task, Support Ticket, dll.)

AI akan mengikuti aturan ini secara otomatis setiap kali terdapat percakapan baru yang muncul.
{% endstep %}

{% step %}

### **Masukkan File Generator Prompt**&#x20;

<figure><img src="/files/nnkB3xT0VUrGwRgdgwOh" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Klik Save Configuration

<figure><img src="/files/Q8P7A4f5i2hhcgmNpiol" alt=""><figcaption></figcaption></figure>

Save Configuration button terdapat 4 kondisi:

* Akan menjadi **enable** ketika user sudah menambahkan Prompt
* Akan menjadi **enable** ketika user merubah isi Prompt
* Akan menjadi **disable** ketika belum menambahkan Prompt
* Akan menjadi **disable** ketika tidak adanya perubahan Prompt

{% endstep %}
{% endstepper %}


---

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