Read deal context
Access is granted to a specific AI employee and limited by project settings.
CRM · Available
Braincore integration with amoCRM
Deal, contact, task, and note context from amoCRM.
What connecting amoCRM gives you
Capabilities
What the AI employee can do
Create notes and tasks
Access is granted to a specific AI employee and limited by project settings.
Update fields
Access is granted to a specific AI employee and limited by project settings.
Move a deal between stages
Access is granted to a specific AI employee and limited by project settings.
Setup
How to set up amoCRM
- 1
Authorise amoCRM
After each step, check the connection status and any explicit error if the system did not confirm readiness.
- 2
Select pipelines
After each step, check the connection status and any explicit error if the system did not confirm readiness.
- 3
Allow the required actions
After each step, check the connection status and any explicit error if the system did not confirm readiness.
- 4
Verify on a test deal
After each step, check the connection status and any explicit error if the system did not confirm readiness.
Scenarios
What it is good for
- lead qualification
- recording conversation outcomes
- controlling the next step
- handover to a manager
Limits
What to keep in mind
- The AI receives only the data and actions permitted by the project
- Critical changes can be configured to require confirmation
Next step
Connect amoCRM to an AI employee
Test the scenario and permissions first, then assign the employee to a live channel.