Preview: Perfex CRM Chat & Tickets App for Support Board
Table of Contents
Perfex CRM App for Support Board
Allow your customers to connect with your Perfex staff in real-time with a professional chat,
and save time with a smart bot that provides automated answers to the client’s questions.
Clients synchronization
Initialize and display the chat and the tickets widgets only for members or paying members.
Professional Tickets Area
Add a tickets system powered by the Tickets App in the client’s area and lets your clients contact you both via chat and tickets.
Smart Bot
Save time and money by letting the bot do the hard work for you and answering repetitive questions automatically.
Knowledge Base Synchronization
Manually import the Perfex Knowledge Base articles into the Support Board Articles area with one click.
Login Form
Perfex users can log in directly from within the chat or tickets area with their Perfex email and password.
Link to Perfex Client
The Support Board admin area provides a link to the Perfex admin client page for the active conversation.
Admin Chat Link
Option to display a menu item linked to the Support Board admin area in the Perfex admin sidebar..
Perfex Module
This chat and tickets add-on comes with a Perfex Module that allows an easy and fast installation.
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