Other Perfex Modules

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Limited Intro Price: $59 for the first 10 buyers only. The price will increase afterwards.

NOTE: This is a module for Perfex CRM. It is not a standalone script.

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Bring OpenAI directly into Perfex, no code.

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)

Build in OpenAI: Create your Agent and Workflow in your OpenAI account. Publish them and copy their IDs.
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.
Style visually: Pick light/dark/auto, accent, radius, density, fonts, header icon, and quick-start prompts. Live preview updates instantly.
Assign visibility: Show in Admin for staff (optionally by departments/staff), and/or Client area for all customers, groups, or specific contacts.
Open & chat: Click the bubble in Perfex, ask in plain language, and let your workflow run the show.

Don’t have an OpenAI workflow yet? We can build custom Agents/Workflows and automations for you (paid service). Contact us at lenzcreativee@hotmail.com.

Requirements

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

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Designing a smart triage workflow in OpenAI

OpenAI workflow (triage & sub-flows)

Create or import your Agent & Workflow in OpenAI (classification, Q&A, fact-finding, sub-flows, tools, etc.). Publish it and copy the IDs.

Visual builder inside Perfex

AI Agent Chat builder

Basics, Theme, Header, Composer, Start Screen, and Behavior—organized, clean, and live-previewed.

Manage Chats

Manage Chats list with copy helpers

Create many chats (HR, Billing, FAQ…). Copy workflow IDs with one click, enable/disable, and see timestamps.

Assign by audience

Assignments: staff, departments, customers, groups, contacts

Show in Admin and/or Client area. Target specific staff/departments or customers/groups/contacts.

Admin flyout with multi-chat switcher

Switch between chats instantly. Great for internal knowledge, HR, and contract assistance.

Client flyout selection

Expose only the chats you want customers to see (e.g., Billing & Invoices, Order Tracking, FAQ).

General settings

General tab

Paste your OpenAI API key (securely stored). Quick tips included.

Admin Bubble designer

Admin Bubble design

Presets, size, border radius, gradients, icon/text color, position, z-index, transition, shadow presets/custom.

Client Bubble designer

Client Bubble design

Separate styling for client area. Keep it on-brand without touching CSS.

Built-in Docs

Module docs

Short guide: what it does, what you need, setup steps, best practices, and troubleshooting.

Best Practices

Write friendly, human instructions for your OpenAI Agent to match your brand voice.
Keep workflows simple first; iterate after real usage.
Version & publish updates in OpenAI so behavior stays predictable.

Important Notes

OpenAI account required. You manage your OpenAI usage and costs.
Bring your own Agent/Workflow. The module connects to the IDs you provide.
We’re available for custom workflow/agent builds (paid). Email lenzcreativee@hotmail.com.

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URL	Email	Password
https://lenzcreative.net/marketplace-pcrm-demo/admin(ADMIN PORTAL)	demo@lenzcreative.net	lenzcreative123321
https://lenzcreative.net/marketplace-pcrm-demo/authentication/login (CUSTOMER PORTAL)	sarah.johnsonnnn@techinnovations.com	123123123

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Login to Perfex CRM as admin
Go to Modules → Installed Addons
Upload the module zip
Click “Install”
Go to AI Agent Chat and start creating chats

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Version 1.0.0 – 2025-10-15

• Initial release
• Multi-chat with live preview and no-code styling
• Admin/Client bubble designers with gradients & shadows
• Start screen prompts, history & locale
• Audience assignments for staff/departments/customers/groups/contacts

Other Perfex Modules

Bring OpenAI directly into Perfex, no code.

Who is it for?

How it works (clear & simple)

Key Features

Designing a smart triage workflow in OpenAI

Visual builder inside Perfex

Manage Chats

Assign by audience

In-app chat flyout (Admin)

In-app chat flyout (Client)

General settings

Admin Bubble designer

Client Bubble designer

Built-in Docs

Best Practices

Important Notes

OpenAI Agents & Workflows for Perfex CRM