OpenAI Agents & Workflows for Perfex CRM

Other Perfex Modules

Limited Intro Price: $59 for the first 10 buyers only. The price will increase afterwards.

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 [email protected].

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 [email protected].

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