How to Enable and Use CRM Integration for Your Agent
This guide will walk you through the steps to enable and effectively use the CRM Integration feature for your CustomGPT.ai agent.
What It Does
The CRM Integration feature allows you to pass a unique identifier from your CRM system, or any other source, into our platform. This identifier will be linked to conversations and will be visible in analytics and log exports, offering deeper insights into user interactions.
How to Enable CRM Integration
Step 1: Sign in
a) Sign in to https://app.customgpt.ai/.
Step 2: Deploy Project
a) Click the Deploy Project icon.
b) Locate the "Make Public" button and click it.
Step 3: Go to Deployment Options
a) Navigate to any of the supported deployment options (Embed, Live Chat, Website Copilot, Search Generative Experience, Instant Viewer).
Step 4: Go to Settings
a) Locate the "Settings" icon for deployment type you want to use.
Step 5: Enable CRM Integration
a) Turn on the CRM Integration toggle. This feature allows you to pass a user identifier from your CRM system (e.g., a customer’s email or ID) to our platform. This identifier will be connected with the conversation and visible in analytics and logs.
Important: Simply turning the feature on is not enough, as it will not work without updating the code snippet on your website.
Step 6: Update the Code Snippet
Next you need to add this parameter to the code snippet:
external_id="value"
Value will normally be a variable from your external system which you want to associate with CustomGPT.ai prompts.
Example usage:
<div id="customgpt_chat"></div>
<script src="https://cdn.customgpt.ai/js/embed.js"
defer
div_id="customgpt_chat"
p_id="123456"
p_key="abcdefgh"
external_id="123456"></script>
Note: Replace the values of p_id, p_key, and external_id with your specific project ID, key, and desired value. You will need to handle the variable assignments on your own.
How to Disable CRM Integration
You can disable the CRM Integration feature in two ways:
a) Turn the Toggle Off
- Disabling the toggle will stop the integration, even if
external_id=""is still present in your code snippet.
b) Remove the Code Snippet
Remove the external_id="" parameter from the code snippet deployed on your website.
Important: Data already stored will remain accessible even after the feature is disabled.
How to Access CRM-Linked Data
a) Data linked with CRM integration is currently accessible through the following exports:
- Analytics > User Feedback
- Ask Me Anything > Export Conversations
Congratulations! You've successfully enabled and set up CRM Integration for your CustomGPT.ai agent. Now, you can connect user conversations with CRM data, providing valuable insights for your business.
Updated 16 days ago