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Step by Step Integration

1st Step

Twilio Integration with Lead manager module.

Note: Before make a call kindly set your Geographic Permissions click here:

Install the lead mamanger module and activate from modules.

1- Open then Perfex CRM click into Setup

2- Setup--> Settings--> Lead manager--> Twilio Voice call

Enter below fields:

1-Account SID:

2-Auth Token:

3-Twilio Phone Number: There is no space allowed in phone number. Correct formate is- +1123456789

4-Twiml app SID:

2nd Step

Find details in Twilio account

Login the twilio account it will be redirect on dashboard page.

URL- https://www.twilio.com/console

1- Account SID

2- Auth Token

3rd Step

Find the Twilio Phone Number.

URL- https://www.twilio.com/console/phone-numbers/incoming

Login the twilio account and click on Phone Numbers --> Manage --> Active Numbers

1st Step

Create New Twiml App SID.

Login the twilio account and click on Left side top corner Develop Tab

Step 1- Phone Numbers--> Manage--> TwiMl Apps--> click on Create new TwiML App


Step 2- 2.1 Friendly Name: Lead manager

Step 2- 2.2 Voice Configuration:

Step 2- 2.2.1 Request URL: https://example.com/lead_manager/Call_control/handleCall

Step 2- 2.2.2 Request Method: HTTP GET

2nd Step

Find the Twiml App SID in twilio account.

click on Left side top corner Develop Tab

Step 1- Phone Numbers--> Manage--> TwiMl Apps--> click on Create new TwiML App

1st Step

Twilio Voice Numbers & SMS Webhooks Setup

Step1: Click on Develop Tab --> Phone Numbers --> Manage--> Active numbers---> Add the webhook


Step2: Click on Active Number--> Configure Tab

Add Webhook under "A CALL COMES IN" https://domain name/lead_manager/Call_control/handleCall

Request Method: HTTP GET


1st Step

Twilio Sms integration

Note: Before make a call kindly set your Geographic Permissions click here:

Note: Pusher configuration is mandatory for Realtime sms notifications.
Setup >> Settings >> Pusher.com

Step1: Open then Perfex CRM click into Setup

Step2: Setup--> Settings--> Sms--> Twilio


2nd Step

Find details in Twilio account

Login the twilio account on dashboard page account SID and Auth Token will be there.

URL- https://www.twilio.com/console

1- Account SID

2- Auth Token

3rd Step

Step3: Click on Develop Tab --> Phone Numbers --> Manage--> Active Number--->
Click on it --> Configure-->Scroll down

Under MESSAGING SERVICE "A MESSAGE COMES IN" Select Webhook

URL: https://domain name/lead_manager/Sms_control/incoming_sms_webhook

Request Method:HTTP GET


Missed call Notifications:

For getting missed call notification kindly add cron default functionality of CRM

1st Step

Zoom Api integration with lead manager

Step1: Setup--> Settings--> Lead manager--> Zoom Meeting


2nd Step

Create the developer account on zoom

Step2: Choose your app type- Server to Server OAuth
https://marketplace.zoom.us/develop/apps/

3rd Step

App Credentials

4th Step

Scope

5rd Step

1st Step

How to assign twilio number to staff.

Step1: Setup--> Settings--> Staff--> New staff members--->Profile(No special char or space allowed in number)

2nd Step

How to assign Staff permission.

Step1: Setup--> Settings--> Staff--> New staff members--->Permissions

Mail Box Integration

Mailbox is a module feature where you can add each staff email smtp and imap settings seperatly and allow them to access its own. Navigate to Mailbox >> setting

Note : CRON url should be adden in cpanel cron job otherwise IMAP will not work
1st Step

In Twilio

Note: Whatsapp integration would be support only perfex version grater than or equal to v2.9.0 otherwise contact us to customize.

Note: There is no support avilable without having facebook business approved account for whatsapp features.

Note: Pusher configuration is mandatory for Realtime sms notifications.
Setup >> Settings >> Pusher.com

Navigate to the Messaging > Senders > WhatsApp Senders section in the Twilio Console. Click the "Submit a WhatsApp Sender" button to create a new sender profile. If you already have a WhatsApp sender, the button will say "New WhatsApp Sender". Here you can create a new sender with your verified facebook business id.

Configure the above sender endpoint on just click on sender number. Note: all webhhooks would be set on post because whatsapp endpoint only support post.

Webhook URL for Incoming Messages:
https://domainname/lead_manager/Sms_control/incoming_whatsapp_webhook

Status Callback URL:
https://domainname/lead_manager/Sms_control/incoming_whatsapp_status
2nd Step

Whatsapp Templates

Access the WhatsApp Message Templates page in Console by navigating to Messaging -> Senders -> WhatsApp Templates. Click the Submit a Message Template button. If you are not creating a template for the first time, you will see the New message template button. Click it to create additional templates. Read more about it click here.

All these above template content should be add here to. Navigate to CRM Setup >> Lead manager >> whatsapp template >> click on add template

3rd Step

IN CRM

Integration of Lead Manager module with whatsapp is too easy if you have a verified bussiness account on Facebook and approved by whatsapp.

Staff contact (number provided by twilio) should be whatsapp enabled. To nevigate this action go to you staff profile and update `Is twilio number whatsapp enable` to "yes"

Client/Lead contact (phone number) should be whatsapp enabled. To nevigate this action go to you Client/Lead profile and update `is twilio number whatsapp enable` to "yes".

Whatsapp Template

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.



1st Step

Firebase APP Configuration:

Login https://console.firebase.google.com/

2nd Step

Click on create project



If you want to enable analytics then check it otherwise proceed without check


this will take few seconds to create project

3rd Step

Now your project is ready in firebase click to continue and
you will redirect on the below page

4th Step

click on the web icon for further setup

Enter nickname of your app and if you want to add hosting then check the checkbox also and click on the register the app button




after that you will get Add firebase SDK section where you will get the SDK code of firebase and credentials of the app of firebase when you select radio button use a script tag.

5th Step

Firebase Realtime Database Configuration:

Why Database: We require database because AI chat bot doesn’t use MYSQL database for real-time chat, it store all the conversation history on the Cloud Firestore.

6th Step

Click on create database

7th Step

select location for relatime database

8th Step

select locked mode otherwise select test mode if you are a developer
and click on enable button

you can get your real-time database URL from here

9th Step

Pull all firebase credentials here :


https://domain-name/admin/settings?group=lead_manager_misc

1st Step

Create your OPEN AI api key from here after login.

https://platform.openai.com/docs/overview

2nd Step

Click on api key's side menu and get your api credentials from here.

https://platform.openai.com/settings/organization/api-keys

3rd Step

put your open AI API's credentials here.

4th Step

Now configure your open AI assistant here. if it was not
created then create new one.

PROMPT

Begin the conversation by greeting the user with, "Hello! I am Luke, how can I assist you today?" Then, kindly ask for the user's name with, "May I please have your name?" If the user hesitates or refuses, gently respond with, "Having your name helps me personalize our conversation and assist you better. Would you mind sharing your name, please?" Once the name is provided, express gratitude and proceed to ask for the user's email address by saying, "Thank you, [User's Name]. May I kindly ask for your email address?" If the user is reluctant to share their email, politely explain, "Sharing your email helps us follow up on your request and provide you with additional support if needed. Could you please provide your email?" Next, request the user's phone number with, "Finally, may I ask for your phone number, please?" If the user refuses, reassure them with, "Providing your phone number allows us to reach you quickly for any urgent matters or additional support. Would you be so kind as to provide your phone number?" If at any point the user requests to chat with a real human or indicates they no longer wish to chat with the bot, simply output "human=true". Once the conversation concludes, wish the user a pleasant day by saying, "Thank you for chatting with me. Have a wonderful day!"

Cost for API's Integration

Now focus more on your core business and forget your tension on regards to API integration.We are here to save your valuable time and efforts by integrating all API's with lead manager.


Perfex Crm + Lead Manager + Twilio, Zoom Api's(30$)

Lead Manager + Twilio, Zoom Api's(20$)



If you are interested lets connect with us: sales@zonvoir.com

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