Introduction

The “wolkvox crm” component connects your wolkvox Studio flows with your wolkvox CRM, allowing you to query, create, or update records directly from routing points (IVR, chatbots, and interactions) or from Agent Scripting. This enables you to leverage end-user information in real time and execute actions within CRM modules without relying on external integrations.

Before configuring it, keep in mind:

• Your operation must have the wolkvox CRM service active (linked to the same wolkvox Manager operation).
• The component works with default and custom modules, except for reports, forecasts, projects, and dashboards.
• It is available in Voice, Interaction, Chat, CRM + Webhook, and Agent Scripting, within the “Communications” group.

Configuration

1. Double-left-click on the “wolkvox crm” component to open its configuration panel.
2. Module: select the wolkvox CRM module you will work with (for example, contacts).

Query record

Use “select” when you need to search for a record and retrieve its information.

• In “Action”, select “select”.
• In “Condition”, choose the field you want to search by (dropdown menu) and complete the value in the field on the right (shown with an “=” between them).
• Check the output in “Result (json)”: the query result will be stored there in JSON format.
• Click “Save”.

Insert record

Use “insert” when you need to create a new record in the selected module.

• In “Action”, select “insert”.
• In “Assign values to fields (json)”, write the JSON with the fields and values to be inserted.
  • Important: the fields you send must exist in the wolkvox CRM module.
• (Optional) Enter a variable in the “Result (json)” field to save the operation's response.
• Click “Save”.

Update record

Use “update” when you need to modify a record, identifying it by a condition.

• In “Action”, select “update”.
• In “Condition”, select the field by which you will identify the record and enter the value to search for.
• In “Assign values to fields (json)”, write the JSON with the fields you wish to update.
• (Optional) Enter a variable in the “Result (json)” field to save the operation's response.