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KeepinCRM Integration with AI Agent Widget

Enhance customer interaction management with our intelligent KeepinCRM integration, which provides advanced automation of incoming request processing using AI technology. The integration combines the capabilities of an AI agent that responds to user requests on the website with the KeepinCRM system. All inquiries, applications, or consultation requests that require manager attention are automatically transferred to KeepinCRM for further processing.

Features

  • •Automated request processing – AI agent responds to inquiries 24/7
  • •Lead transfer – important applications are stored in KeepinCRM
  • •Personalized responses – adaptation to your business
  • •Multilingual support – communication with customers in different languages
  • •Easy integration – no special skills required for personnel

Benefits

  • •Reduced workload – AI handles routine questions
  • •Cost reduction – processing cost per request is significantly lower
  • •Sales optimization – transfer of 'warm' leads to KeepinCRM
  • •Flexible customization – ability to add other plugins
  • •Improved customer interaction – speed and accuracy of responses

Integrations

Email
CSV/Excel
MySQL Search
HTTP plugin
Twilio (experimental)
Telegram
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How KeepinCRM Integration Works

We recommend taking a Free Consultation with our expert for a better understanding of integration capabilities. For the AI agent to work stably and efficiently, it needs to be finely tuned.

1

AI Agent Setup

  • •The AI agent is configured for automated communication after receiving a request
  • •All necessary information is added to the Knowledge Base
  • •Adaptation to the specifics of your business
2

Widget Installation

  • •Installed through a simple script on the site that displays the widget with the AI agent
  • •The widget appears as a popup window or fixed panel, accessible on all pages of the site
3

Data Transfer

  • •After processing the request, if necessary, the widget forms a data package (contact details, order details)
  • •Using the API integration, data is automatically transferred to KeepinCRM, where a new lead, client, or deal is created
4

Automation

  • •Possibility to set up periodic data updates
  • •The integration supports 'online' mode, allowing instant reaction to new updates
  • •Smart QA system for further training of the AI agent

Integration Setup

Step-by-step guide for setting up integration with KeepinCRM

1

Account Creation

To set up the integration, you need to contact us for a Free Consultation and access to the integration. To do this, you need to:

  • Go to the Contacts page of the website
  • Fill out the feedback form
  • Wait for a call or response from our expert

Important:

A free consultation will help you better understand the integration capabilities, how much the integration costs, and what is needed for it. Our experts will carefully review your request and offer the best solutions.

2

Connecting KeepinCRM Account

1. Getting the API Key

Go to the 'Company Profile - API' section in your CRM and copy the API key.

Getting API key in KeepinCRM

2. Connecting to the Plugin in Zappr Account

In the integration dashboard, paste the API key to establish a connection with KeepinCRM.

Connecting to the plugin in Zappr account

3. Configure Forms for Your Cards

Configure forms for your Lead, Client, and Deal cards.

Configuring forms for your cards
3

AI Agent Configuration

Response Scenarios (Prompt)

Set up response templates for the most common requests. Tone and character of communication.

Tip:

Create multiple response variants for one type of question to make communication with the AI agent look more natural and less templated.

Training and Adaptation

Set up request recognition algorithms and integrate the FAQ system for quick processing of inquiries. Add everything needed to the knowledge base.

Important:

Regularly analyze requests that were not recognized by the system and add them to the knowledge base for continuous improvement of the AI agent.

Display Settings

Specify widget parameters (position, color scheme, greeting text, etc.) through the integration admin settings.

Widget display settings
4

Testing and Widget Installation

Functionality Check

Send a test request through the widget and make sure the data is correctly transferred to KeepinCRM.

Tip:

Conduct testing from different devices (computer, tablet, mobile phone) and browsers to ensure correct operation on all platforms.

What to check:

  • Correct display of the widget on the site
  • Proper functioning of the AI agent with different requests
  • Data transfer to KeepinCRM after form completion
  • Creation of new records in the CRM system

Tip:

Conduct testing from different devices (computer, tablet, mobile phone) and browsers to ensure correct operation on all platforms.

Final Setup

Upon successful testing, proceed to install the widget on the main site.

Important:

After installation on the main site, continue monitoring the integration for the first few months to identify and resolve possible issues.

Installing the Widget on the Site

Copy the JavaScript code of the widget and paste it before the closing </body> tag on your site.

Widget installation code

Technical tip:

For optimal performance, it is recommended to place the widget code before the closing body tag so that it loads after the main content of the page. This will ensure faster site loading.

Congratulations! You have successfully set up the integration with KeepinCRM.

Now your business is ready for automated request processing and effective customer management.

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Key Integration Features

Instant Data Processing

Receive up-to-date information about customers, sales, and requests in real-time. The AI agent instantly processes inquiries, automatically transfers important applications to CRM, and helps optimize customer interaction.

Multilingual Support

Our integration supports interaction with customers in different languages, allowing you to expand your business internationally and provide a personalized approach to customers from different countries.

Scalability

KeepinCRM integration easily scales according to your business growth, ensuring stable performance regardless of data volume and number of users.

Improved Customer Interaction

The AI agent instantly responds to customer requests, providing clear and personalized responses around the clock. Thanks to integration with CRM, your team quickly receives important information about customer needs and can effectively close deals and improve the overall level of service.

Industries That Benefit

KeepinCRM integration brings significant benefits to various industries, helping companies improve customer interaction, optimize sales processes, and increase business efficiency.

Retail

Personalization of purchases, improvement of customer service, and increased sales.

Financial Services

Quality work with large volumes of data, process automation, and improved customer service.

Education

Management of relationships with students, automation of administrative processes, and improved communications.

Top 5 Reasons to Choose KeepinCRM Integration

1. Artificial Intelligence at Your Business Service

Use the power of AI for data analysis, customer behavior prediction, and process automation.

2. Seamless Integration

Easy connection to existing systems without the need for significant changes in your IT infrastructure.

3. Personalized Approach

Create an individual experience for each customer based on their preferences and interaction history.

4. Scalability and Flexibility

Adapt the solution to the needs of your business, regardless of its size and industry.

5. Support and Training

Receive professional support and training for the most effective use of integration.

Start Transforming Your Business Today

KeepinCRM integration with NeuroGen Lab is a powerful tool for transforming your business. Improve customer interaction, optimize sales processes, and make informed decisions based on data. Contact us today to learn how our integration can help your business reach new heights.

Need more information? Contact Sales

Our team is ready to answer your questions and provide you with all the information you need about our AI tools and services.

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