Description
OpenAI Agents & Workflows for Perfex CRM
OpenAI Agents & Workflows for Perfex CRM lets you embed OpenAI Agents & Workflows inside Perfex CRM as beautiful, on-brand chat bubbles for both the Admin and Client areas. Point the module to your OpenAI Agent/Workflow IDs, style the chat visually, and go live—no SQL, no front-end code.
- Multi-Chat: Create multiple chats (Support, HR, FAQ, Billing, etc.) and switch instantly.
- No-Code Designer: Color scheme, accent, corners, density, fonts—live preview included.
- Admin & Client Bubbles: Separate styles and visibility controls for staff and customers.
- Start Screen Prompts: One-click quick starters (e.g., “Pricing”, “Order status”).
- History & Locale: Toggle conversation memory and set locale (BCP-47 tags).
- Security-minded: Your OpenAI API key is stored securely inside Perfex.
Key Features
- Instant UI Theming: Light/Dark/Auto, accent HEX, round/pill/square, compact/normal/comfortable.
- Header & Actions: Optional top bar with a left action icon (Font Awesome).
- Composer Control: Custom placeholder text per chat.
- Start Screen: Greeting + clickable prompts (name, prompt text, icon).
- Behavior: History on/off and locale (e.g., en-US, fr-FR).
- Admin/Client Bubbles: Full gradient controls, shadows (presets or custom), position, z-index, transitions, and icon color.
- Assignments: Target by staff, departments, customers, groups, and contacts.
- Copy Helpers: One-click copy for Workflow IDs in the Manage list.
