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
Email 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 connection10060 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

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

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

Returns

The outputs of this operation are dynamic.