Web Chat Integration within CRM Platforms

Your virtual assistant can be seamlessly integrated into the web chat interface of CRM platforms like Zendesk, Salesforce and Vivocha. In this setup, the assistant works within the CRM's web chat system, supporting existing workflows and engaging with users without disruption.

Key Benefits

• AI Agents on Existing Channels: If your team is already using a CRM’s web chat, you can integrate your AI assistant into that channel, preserving the familiar interface and workflow.

• Human Handover: Manage human takeover efficiently within the CRM’s system, ensuring a smooth transition from the assistant to live agents when needed.

• Ticketing System and KB Integration: Automatically create and update support tickets, or integrate your knowledge base directly into the CRM’s system for seamless interactions.

Channel-Specific Features

• Customization: The Web Chat widget configuration and customization options are determined by the CRM platform. However, core agent features - such as the ability to create image carousels in chat using the Card Block - are typically supported across various platforms.

• Quick Reply Options: The typebar cannot be disabled when quick replies (user response options via buttons) are used. Therefore, it’s important to account for the possibility that users may choose to type a response instead of clicking on the buttons.

💡 CRM Integration Options

• indigo.ai offers a native integration with Zendesk for seamless deployment and support within its ecosystem.

• To integrate your virtual assistant with other CRM platforms (such as Salesforce), you can use our Chat API for full flexibility.

• If you also want your assistant to interact with the CRM's ticketing system or knowledge base, you'll need to set up an integration with that external system. Learn more about available integrations in this article: Integrations.