Receive deal context
Access is granted to a specific AI employee and limited by project settings.
CRM · Available
Braincore integration with Kommo
Deals, pipelines, tasks, notes, and conversation context from Kommo.
What connecting Kommo gives you
Capabilities
What the AI employee can do
Work with tasks
Access is granted to a specific AI employee and limited by project settings.
Save notes
Access is granted to a specific AI employee and limited by project settings.
Update the stage and fields
Access is granted to a specific AI employee and limited by project settings.
Setup
How to set up Kommo
- 1
Authorise Kommo
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
Configure available actions
After each step, check the connection status and any explicit error if the system did not confirm readiness.
- 4
Deploy the scenario and verify
After each step, check the connection status and any explicit error if the system did not confirm readiness.
Scenarios
What it is good for
- handling new leads
- Salesbot conversations
- follow-up touches
- deal control
Limits
What to keep in mind
- The set of actions depends on connection permissions
- A test pipeline check is required before launch
Next step
Connect Kommo to an AI employee
Test the scenario and permissions first, then assign the employee to a live channel.