CRM actions enable communication between AI agents and your CRM platform. These actions are platform-specific, meaning different actions are available for each CRM platform.
This article contains the following topics:
Related articles:
- About actions for advanced AI agents
- Creating and adding actions for advanced AI agents
- Reviewing and managing actions for advanced AI agents
Available CRM actions for Freshchat
AI agents - Advanced supports the following CRM actions in Freshchat:
Add private note
This action adds a private note to the conversation. Freshchat has an endpoint to add private notes to a conversation that are only visible to agents logged in to the support portal, therefore the note won’t notify or be accessible by the requester. Private notes can be:
- Static Text
- Dynamic param
- Combination of both static and dynamic texts
Creating a CRM action