How to build a custom CRM using our Chat API
Introduction
Our public API offers a complete set of tools for building automation bots using the latest AI technology. Custom conversational AI integration allows to automate any text-based conversations by using the Ultimate Public API to send & receive messages to the Ultimate bot as well as subscribe to bot events through webhooks.
Building the custom CRM
In general terms, the custom CRM can be built with any programing language or technology. In this section, we will explain the use cases that the application is expected to cover as well as how to cover those use cases using the Ultimate API.
This tutorial will make use of the template project that we have created in order to get things started quickly. The template project can be found here the template project. It uses NodeJS and express to create a simple server that will:
- Handle the events from bot
- Send visitor messages to the bot.
It implements a middleware service that will act as intermediary between the custom CRM system and Ultimate Chat API.
This tutorial assumes that that the bot has been configured. It will also require the API key and the botId. Please see use a Custom CRM in Ultimate’s dashboard to acquire them.