OpenAI Agents & Workflows for Perfex CRM

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.

Requirements

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

 

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.