Track Contacts & Leads
Everyone who interacts with your business, automatically captured. Leads qualify through the pipeline into full contacts.
CRM Overview
MyGPTAssistants includes a full-featured CRM system that integrates seamlessly with your AI assistants. AI-Powered
What is the CRM?
Section titled “What is the CRM?”The CRM (Customer Relationship Management) system helps you manage every aspect of your customer relationships — from first contact through appointments, support tickets, and deal closure:
Appointments
AI-assisted scheduling with calendar sync, availability rules, and branded confirmation emails.
Tasks
Assign and track follow-up tasks. Bots can create tasks automatically during conversations.
Tickets
Support ticket management created automatically from escalated conversations.
Campaigns & Sequences
Email and message campaigns with multi-step drip sequences for nurturing leads.
Live Escalation
AI detects when a customer needs human help and seamlessly transfers the conversation.
Manage Pipelines
Track deals and opportunities through sales stages with values and probability.
Create Segments
Group contacts dynamically by behavior or attributes for targeted outreach.
Reports & Analytics
Understand your customer interactions across contacts, tickets, campaigns, and leads.
Core Components
Section titled “Core Components”Contacts
People who interact with your business
Automatically created from chat conversations with full profile and communication history.
Leads
Prospects being qualified
Leads captured by your AI assistant, tracked through your pipeline until they convert to contacts.
Appointments
AI-assisted scheduling
Let your assistant book meetings with customers, sync with Google Calendar, and send confirmation emails.
Tasks
Follow-up action tracking
Assign tasks to team members. Bots can auto-create tasks from conversation outcomes.
Tickets
Support issue management
Tickets created automatically from escalated conversations. Track status through resolution.
Live Escalation
Human agent handoff
AI monitors sentiment and escalates to human agents when customers need real help.
Campaigns
Email & message campaigns
Send targeted messages and multi-step drip sequences to segments of your contacts.
Pipelines
Track deals and opportunities
Custom stages with deal values, probability, and win/loss tracking.
Segments
Dynamic groups of contacts
Rule-based filtering and real-time updates for targeted campaigns.
Reports
Understand your data
Contact analytics, pipeline performance, ticket resolution, and conversation insights.
Integration with AI Assistants AI-Powered
Section titled “Integration with AI Assistants ”When a visitor chats with your bot, a contact record is automatically created with:
| Data Captured | Source |
|---|---|
| Name | Bot conversation or form |
| User-provided or integration | |
| Platform | Website, Instagram, WhatsApp, etc. |
| First Message | Conversation opener |
| Timestamp | When conversation started |
Route conversations based on CRM data:
| Condition | Action |
|---|---|
| VIP Contact | Priority queue |
| Open Deal | Route to assigned rep |
| New Contact | Welcome workflow |
| Support Segment | Technical team |
Getting Started
Section titled “Getting Started”-
Navigate to CRM
Access the CRM section from your main dashboard sidebar.
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Import or auto-create contacts
Import existing contacts via CSV or let them be created automatically from conversations.
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Set up pipelines
Create pipeline stages that match your sales process (Lead → Qualified → Proposal → Closed).
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Create segments
Organize contacts into groups based on shared attributes or behaviors.
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Build workflows
Automate repetitive tasks like follow-ups, assignments, and notifications.
CRM Features Overview
Section titled “CRM Features Overview”| Feature | Description |
|---|---|
| Deal Tracking | Monitor opportunities through stages |
| Pipeline Views | Kanban and list views |
| Win/Loss Analysis | Track conversion rates |
| Revenue Forecasting | Projected deal values |
| Feature | Description |
|---|---|
| Contact Segmentation | Target specific groups |
| Campaign Tracking | Measure engagement |
| Lead Scoring | Prioritize hot leads |
| Automated Nurturing | Multi-step sequences |
| Feature | Description |
|---|---|
| Conversation History | Full chat records |
| Ticket Management | Track support issues |
| SLA Tracking | Response time monitoring |
| Satisfaction Scores | Customer feedback |
Related Topics
Section titled “Related Topics” Contacts Managing customer records
Leads Qualify and convert prospects
Appointments AI-powered scheduling
Tasks Follow-up task management
Tickets Support ticket management
Live Escalation Human agent handoff
Campaigns Email and message campaigns
Segments Grouping contacts dynamically
Pipelines Sales deal tracking
Reports Business analytics