CRM Registry #

CRM Registry serves as the central database for all customer and lead information collected through AIChatAgent.

What is CRM Registry? #

CRM Registry automatically stores contact information captured during conversations.

This allows businesses to build and manage customer relationships from a single location.

Information Stored #

Depending on your settings, CRM Registry may store:

• Name
• Email Address
• Phone Number
• Company Name
• Conversation History
• Lead Source
• Activity Records

Benefits #

CRM Registry helps businesses:

• Organize customer data
• Track interactions
• Manage sales opportunities
• Improve customer engagement

Viewing CRM Records #

1. Open AIChatAgent Dashboard.
2. Navigate to CRM Registry.
3. Select a contact record.

You can review all available customer information.

Customer Profiles #

Each profile may contain:

• Contact details
• Previous conversations
• Interaction history
• Lead status
• Activity timeline

Using CRM Data #

Businesses commonly use CRM Registry for:

• Lead nurturing
• Customer support
• Sales outreach
• Marketing campaigns

Best Practices #

• Keep records updated.
• Remove outdated contacts.
• Review activity regularly.
• Follow applicable privacy regulations.

A well-maintained CRM Registry can significantly improve customer relationship management and sales performance.