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 (or any other!) system 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) Enable "Public Sharing" for the AI Agent by sliding to the right.
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: Scroll to Expert Mode
a) Locate the Expert Mode section.
Enabling this feature will add placeholder variable to the code snippet. However, for the integration to work as intended, you need to configure this value according to your specific requirements.
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.
The feature will not work without updating the code snippet on your website.
Step 6: Update the Code Snippet
a) If you’ve already installed the code snippet you'll need to update it on your website for the integration to function properly. It is necessary to either:
- Replace code snippet
- Add this part to existing code snippet: external_id="PLACEHOLDER"
Note: Replace PLACEHOLDER with a variable that holds the ID from user’s system. You will need to handle this part 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.
b) Remove the Code Snippet
- Remove the external_id="PLACEHOLDER" line from your code snippet.
Important: Already data 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 19 days ago