Botfay

AI assistant CRM integration

The Botfay AI assistant doesn't work separately from your CRM — it works with it: leads and conversations land exactly where your sales team expects them.

Message on Telegram See demo

Why connect an AI assistant to your CRM

Without integration, messenger conversations and CRM data live apart: a manager manually copies contacts and lead statuses. With integration, the AI assistant passes customer and conversation data to the CRM automatically.

What gets synced

How it works

A customer writes in a messenger → the AI runs the conversation and gathers data → a customer card and lead are created or updated in the CRM → the manager sees the full context

A multichannel consultant for the sales team

The Botfay AI assistant handles enquiries from every connected messenger and feeds a single stream of leads into the CRM — regardless of whether the customer wrote on WhatsApp, Telegram or Instagram.

Frequently asked questions

Which CRMs can it integrate with?

It depends on the CRM you use — tell us which system you have and we'll propose a connection option.

Does the AI create deals in the CRM by itself?

Yes, the AI can create and update customer cards and leads according to the rules you set.

What does the manager see after the handover?

The full conversation history and the information the AI collected about the customer — no need to ask again.

Does the CRM need special setup for integration?

Usually basic access setup is required — details are discussed individually for your system.

See also

Order an AI assistant Platform for AI assistants Train AI on your data AI assistant on GPT What is an AI employee

Let's discuss your AI assistant

Message on Telegram