OpenAI Agents & Workflows for Perfex CRM

Bring OpenAI directly into Perfex, no code.

AI Agent Chat 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.

Who is it for?

Teams who want self-service Q&A, guided workflows, and faster internal/external support right where work happens—inside Perfex CRM.