OpenAI Agents & Workflows for Perfex CRM

Description

NOTE: This is a module for Perfex CRM. It
is not a standalone script.

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.

How it works (clear & simple)

1. Build in OpenAI: Create your Agent and Workflow in your OpenAI account. Publish them and copy
   their IDs.
2. Create Chat in Perfex: In AI Agent Chat → Create Chat, paste your Workflow ID (and
   Agent ID if applicable), name your chat, and enable it.
3. Style visually: Pick light/dark/auto, accent, radius, density, fonts, header icon, and
   quick-start prompts. Live preview updates instantly.
4. Assign visibility: Show in Admin for staff (optionally by departments/staff), and/or Client
   area for all customers, groups, or specific contacts.
5. Open & chat: Click the bubble in Perfex, ask in plain language, and let your workflow run the
   show.

Don’t have an OpenAI workflow yet? We can build custom Agents/Workflows and automations for you
(paid service). Contact us at lenzcreativee@hotmail.com.

Requirements

• Perfex CRM (latest stable)
• OpenAI account with access to Agents & Workflows
• Your OpenAI API key

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.

Designing a smart triage workflow in OpenAI

Create or import your Agent & Workflow in OpenAI (classification, Q&A, fact-finding, sub-flows, tools, etc.). Publish
it and copy the IDs.

Visual builder inside Perfex

Basics, Theme, Header, Composer, Start Screen, and Behavior—organized, clean, and live-previewed.

Manage Chats

Create many chats (HR, Billing, FAQ…). Copy workflow IDs with one click, enable/disable, and see timestamps.

Assign by audience

Show in Admin and/or Client area. Target specific staff/departments or customers/groups/contacts.

In-app chat flyout (Admin)

Switch between chats instantly. Great for internal knowledge, HR, and contract assistance.

In-app chat flyout (Client)

Expose only the chats you want customers to see (e.g., Billing & Invoices, Order Tracking, FAQ).

General settings

Paste your OpenAI API key (securely stored). Quick tips included.

Admin Bubble designer

Presets, size, border radius, gradients, icon/text color, position, z-index, transition, shadow presets/custom.

Client Bubble designer

Separate styling for client area. Keep it on-brand without touching CSS.

Built-in Docs

Short guide: what it does, what you need, setup steps, best practices, and troubleshooting.

Best Practices

• Write friendly, human instructions for your OpenAI Agent to match your brand voice.
• Keep workflows simple first; iterate after real usage.
• Version & publish updates in OpenAI so behavior stays predictable.

Important Notes

• OpenAI account required. You manage your OpenAI usage and costs.
• Bring your own Agent/Workflow. The module connects to the IDs you provide.
• We’re available for custom workflow/agent builds (paid). Email lenzcreativee@hotmail.com.

1. Login to Perfex CRM as admin
2. Go to Modules → Installed Addons
3. Upload the module zip
4. Click “Install”
5. Go to AI Agent Chat and start creating chats

Version 1.0.0 – 2025-10-15

• Initial release
• Multi-chat with live preview and no-code styling
• Admin/Client bubble designers with gradients & shadows
• Start screen prompts, history & locale
• Audience assignments for staff/departments/customers/groups/contacts

OpenAI Agents & Workflows for Perfex CRM is an add-on that connects Perfex CRM with OpenAI-powered automation. It can help teams handle routine CRM work, such as drafting replies, summarizing customer records, creating follow-up tasks, and routing requests through defined workflows. Users can set up agents to perform specific steps based on CRM data and staff instructions. It is intended for businesses that use Perfex CRM and want to reduce manual administrative work while keeping people involved in reviewing and managing customer interactions.