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.