Flux CRM Integration

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What is Flux CRM?

Flux CRM is a powerful CRM (Customer Relationship Management) system designed to streamline and manage customer interactions through defined workflows of scenarios and steps. It allows you to visualize and control the journey of each conversation, ensuring efficient and organized customer service.

• Scenarios: High-level organizational units within Flux CRM, containing multiple steps. They represent distinct customer interaction flows.
• Steps: Individual stages or states within a Flux CRM scenario. Each step can be configured with specific properties to guide the conversation.
• Conversations: Customer interactions that move through the defined steps in a scenario. Flux CRM provides a clear overview of where each conversation stands.
• Drag and Drop (DND): Flux CRM features an intuitive drag-and-drop interface, allowing you to easily reorder steps within a scenario and move conversations between different steps.

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Key Features

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Scenario Management

Create, edit, and delete scenarios to define various customer interaction workflows. Each scenario acts as a blueprint for managing conversations.

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Step Configuration

Customize each step with detailed properties such as name, prompt, trigger conditions, associated agent, initial messages, and more. For a comprehensive guide on configuring steps, refer to the Step Configuration documentation. This granular control ensures that each stage of the customer journey is precisely managed.

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Conversation Entry Points

Conversations can enter a step in Flux CRM through two primary mechanisms:

• API: External systems can initiate conversations and direct them to a specific step using the Flux CRM Templates API.
• Agent Configuration: Agents can be configured to automatically route new conversations to a default scenario and step. For more details on configuring agents for Flux CRM, refer to the Flux CRM Integration documentation.

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Conversation Visualization

Gain a clear overview of all active conversations within your scenarios. Conversations are displayed within their respective steps, allowing for quick identification of their current status and priority.

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Inactive Conversations

In Flux CRM, a conversation can only be active in one scenario at a time. If a conversation is active in Scenario X and is then added to Scenario Y, it will be automatically deactivated in Scenario X and activated in Scenario Y. To view these inactive conversations within a scenario, you can enable the “Show Inactive Conversations” option in the scenario settings. This ensures that your focus remains on active interactions while still providing access to historical context.

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Plan Limitations

The number of scenarios and steps you can create in Flux CRM is determined by your subscription plan. Higher-tier plans offer increased limits, providing greater flexibility and scalability for your CRM operations. For more details on plan limits, please refer to your billing settings.

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Getting Started

To begin using Flux CRM, navigate to the CRM section in your dashboard. Here, you can create your first scenario and start defining its steps.