> 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/en/ai-integration/crm.md).
# CRM
Read and update CRM data
CRM Integration lets the AI update your CRM automatically based on conversations. In the CRM prompt configuration, you tell the AI when and how it should fill in your CRM boards.
## **Setting up CRM**
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{% step %}
### **Open the Integration page**
On the Integration page, go to **Connected Apps** and find **CRM**.
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### **Turn it on**
Click **Activate**.
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### **Configure the settings**
Click **Settings** to configure **AI CRM**.
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{% step %}
### CRM Board Configuration
1. Click **Add Board**
2. Choose a board
3. Choose the **Column to Match**
4. Choose the **Columns to Update**
CRM Board Configuration includes a system instruction where you define:
* What data to capture from the conversation (name, email, needs, budget, lead status)
* When to create a new CRM entry
* When to update an existing entry
* Which board to fill in (Lead, Client, Task, Support Ticket and so on)
The AI follows these rules automatically every time a new conversation comes in.
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### **Enter your CRM prompt**
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{% step %}
### Click Save Configuration
The **Save Configuration** button has four states:
* **Enabled** once you've added a prompt
* **Enabled** when you change the prompt
* **Disabled** when no prompt has been added yet
* **Disabled** when the prompt hasn't changed
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