CRM Bot (Preview)
Create powerful conversation experience for your customers right from your CRM system. Learn more https://docs.crmbot.ai/
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | CRM Bot Ltd - Support |
| URL | https://github.com/crmbot-ai/crmbot-community/issues |
| support@crmbot.ai |
| Connector Metadata | |
|---|---|
| Publisher | CRM Bot Ltd |
| Website | https://docs.crmbot.ai |
| Privacy policy | https://crmbot.ai/privacy |
| Categories | Sales and CRM;AI |
Create powerful conversation experience for your customers right from your CRM system. Give users new ways to interact with your company by building engaging voice and text-based conversational interfaces, such as voice apps and chatbots, powered by AI. Connect with users on your website, mobile app, the Google Assistant, Amazon Alexa, Facebook Messenger, and other popular platforms and devices. And do it directly from your existing CRM implementation.
Prerequisites
Our clients have to undergo a registration process (currently offered through MS Teams chatbot as well as our website/sales bot. This provides them with a secret API key which is necessary to use our connector.
How to get credentials
In order to get access to your own chatbot project with CRM Bot, all you have to do is get in touch with our CRM chatbot (which is available at crmbot.ai). The chatbot will guide you through the registration process.
Creating a connection
The connector supports the following authentication types:
| Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
| Name | Type | Description | Required |
|---|---|---|---|
| CRM Bot API Key | securestring | Please see your registration email for reference. | True |
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Build Adaptive Card Response |
Creates Microsoft Adaptive Card response to send to the user. |
| Build Card Response |
Creates Card response to send to the user. |
| Build Media Response |
Creates an image or video to send to the user. |
| Build Quick Reply Response |
Creates a small menu of suggested actions for the user. |
| Build Text Response |
Creates a standard text response to send to the user. |
| Send Proactive Message |
Sends your response to the user outside of the standard conversation (requires User ID). |
| Send Response |
Sends your response to the user within the context of existing conversation (Requires Bot Trigger). |
Build Adaptive Card Response
Creates Microsoft Adaptive Card response to send to the user.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Platform
|
platform | True | string |
Use Platform parameter from trigger action |
|
Payload
|
text | True | string |
Paste here your adaptive card JSON |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Adaptive card
|
message | object |
Build Card Response
Creates Card response to send to the user.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Platform
|
platform | True | string |
Use Platform parameter from trigger action |
|
Title
|
title | True | string |
Enter card title |
|
Description
|
subtitle | string |
Enter card description (optional) |
|
|
Image URL
|
url | string |
Enter url of your .jpg or .png (optional) |
|
|
Display as carousel
|
isCarousel | True | boolean |
Set to NO as default. |
|
1st Button Title
|
buttontitle1 | string |
Title of your button |
|
|
1st Button Postback
|
buttonpostback1 | string |
Postback (text sent to Flow) of your button |
|
|
2nd Button Title
|
buttontitle2 | string |
Title of your button |
|
|
2nd Button Postback
|
buttonpostback2 | string |
Postback (text sent to Flow) of your button |
|
|
3rd Button Title
|
buttontitle3 | string |
Title of your button |
|
|
3rd Button Postback
|
buttonpostback3 | string |
Postback (text sent to Flow) of your button |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Card message
|
message | object |
Build Media Response
Creates an image or video to send to the user.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Platform
|
platform | True | string |
Use Platform parameter from trigger action |
|
Image/Video URL
|
url | True | string |
Enter url of your image or video |
|
Media type
|
mediaType | True | string |
Select right type |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Media message
|
message | object |
Build Quick Reply Response
Creates a small menu of suggested actions for the user.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Platform
|
platform | True | string |
Use Platform parameter from trigger action |
|
Title
|
title | True | string |
Text to display above the options |
|
Menu options
|
text | True | string |
Provide list of comma separated options |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Quick replies message
|
message | object |
Build Text Response
Creates a standard text response to send to the user.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Platform
|
platform | True | string |
Use Platform parameter from trigger action |
|
Text
|
text | True | string |
Provide your response |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Text message
|
message | object |
Send Proactive Message
Sends your response to the user outside of the standard conversation (requires User ID).
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
User ID
|
sessionId | True | string |
Needs to come from your trigger or supporting datasets |
|
Use Custom Dictionary
|
useGlossary | True | boolean |
If you have a custom dictionary for your Bot select Yes |
|
Target Language
|
targetLanguage | True | string |
Use Language parameter from trigger action |
|
Fullfilment Messages
|
Fullfilment Messages | object |
Send Response
Sends your response to the user within the context of existing conversation (Requires Bot Trigger).
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Bot Session ID
|
sessionId | True | string |
Use BotSessionID parameter from trigger action |
|
Use Custom Dictionary
|
useGlossary | True | boolean |
If you have a custom dictionary for your Bot select Yes |
|
Target Language
|
targetLanguage | True | string |
Use Language parameter from trigger action |
|
Fullfilment Messages
|
Fullfilment Messages | object | ||
|
Event
|
EventName | string |
Select the event you would like to invoke |
|
|
Output Context
|
OutputContextName | string |
Apply specific context to response |
|
|
Context Lifespan
|
OutputContextLifespan | integer |
Duration of context |
Triggers
| When Intent is detected |
Triggers when CRM Bot matches user request to one of your Intents with fullfilment. |
When Intent is detected
Triggers when CRM Bot matches user request to one of your Intents with fullfilment.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Intent
|
intent | True | string |
Select intent you would like to trigger on |
|
Platform
|
platform | True | string |
Use Unspecified if your flow is platform agnostic |