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

1

Open the Integration page

On the Integration page, go to Connected Apps and find CRM.

2

Turn it on

Click Activate.

3

Configure the settings

Click Settings to configure AI CRM.

4

CRM Board Configuration

1. Click Add Board

1. Choose a board

1. Choose the Column to Match

1. 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.

5

Enter your CRM prompt

6

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