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Version: 1.8.0

B2B CRM-Ainergy Integration

The B2B CRM-Ainergy integration allows you to:

  • use Ainergy widgets on the Lead (crm_lead) form;
  • automatically generate data when working with content and customer pains.

Widgets for leads​

You can add Ainergy widgets to the Lead (crm_lead) form:

  • AIN Call – the widget allows you to call the contact specified on the lead form, and automatically create an attachment for the lead record that contains the recording of the call. The call is done to the number specified in the Contact phone number field if you add a new contact for the lead. If you specify an existing contact, you will not be able to call with the widget.
  • Smart Filling – the widget allows you to complete some of the form fields with the values generated automatically based on the call for the qualification of the lead. The values are generated after the call done with the AIN Call widget.
caution

Required Ainergy version: 1.11.1. If the integration is used with the versions in which the state of the AIN Call and Smart Filling widgets is different from the one in this version, errors might occur.

Configure the widgets​

To add Ainergy widgets to the Lead (crm_lead) form, complete the following steps:

  1. Ensure that both B2B CRM and Ainergy applications are installed on your instance. The installation of the B2B CRM master data is also required for the work of the integration.

  2. In the Admin preferences, switch to the CRM application.

  3. Open the server script record Add Ain Call and Smart Filling to Leads located at the \{your instance URL}/record/sys_script/175429644308553855 address and click Run. This script adds Ainergy widgets to the Lead form.

    caution

    For the work of the integration, you need to run the Add Ain Call and Smart Filling to Leads server script after each B2B CRM application update to add the widgets to the Lead form.

Use the widgets​

AIN Call​

After the script launch, you will see the AIN Call widget on the forms of existing leads. If the New contact checkbox is selected for the lead, and the Contact phone number is specified, the widget is active:

If an existing contact is specified for the lead, or the contact phone number is not specified, the widget is inactive:

To call, click the handset icon when the widget is active. The call recording will be attached to the lead record when the call is completed.

Smart Filling​

There is also the Smart Filling widget located on the form:

tip

The widget is displayed only in the New and Assigned states of the lead.

This widget is configured to analyze the call content and after the completion of the call formulate the values for the completion of the following fields on the lead form:

  • Estimated closure date
  • Procurement procedure (Other)
  • Channel
  • Compliance with criteria
  • Selection criteria
  • Competitors
  • Influence on decision making
  • Decision maker
  • Contact person level
  • Terms (comments)
  • Terms
  • Decision level
  • Procurement procedure
  • Budget
  • Implementation options
  • Goal

In the widget field, you will see a link that opens the modal window with generated values that you can edit and apply on the form. Detailed information about the work with the Smart Filling widget is available in the Ainergy documentation.

Automatic generation of content​

You can add the UI actions for automatic generation of data according to prompts to the B2B CRM forms.

caution

Required Ainergy version: 1.12.0 or later.

Configure the generation​

To add the ability to generate data automatically using Ainergy to your instance, complete the following steps:

  1. Ensure that both B2B CRM and Ainergy applications are installed on your instance.

  2. In the Admin preferences, switch to the CRM application.

  3. Install the [CRM]_CRM_1_8_0_AIN_1_12_0.sop package with the prompts required for the work of the integration.

    Prompts in the SOP-package

    The list contains the names of records added to the Prompt Template (ain_prompt_template) table for the functioning of the B2B CRM-Ainergy integration.

    • [CRM Pain] - Implication autocomplete
    • [CRM Marketing Message] - Message generation
    • [CRM Marketing Message] - Shorten
    • [CRM Content] - Draft generation
    • [CRM Content Task] - Draft generation
    • [CRM Content Package] - Draft generation

  4. Navigate to CRM → Settings → CRM Property.

  5. Find the crm.ain.ai_enable system property and set its value to true to display the UI actions for data generation on the application forms.

  6. (optional) Configure other properties of the B2B CRM-Ainergy integration:

    • crm.record_processing.ttl – specify the maximum time in seconds to expect a response from Ainergy when the integration is used. When this period is exceeded, the process is completed with an error.
    • crm.record_processing.polling_timeout – specify a period between requests to the event expecting the completion of the record processing when the B2B CRM-Ainergy integration is used. The value is set in seconds.

Use the generation​

After the configuration of the integration, you will be able to generate data with AI for the completion of the fields on the following application forms:

  • Marketing Message – the Generate and Shorten UI actions that fill in the Name field and improve its value;
  • Content Item, Content Task, Content Package – the Generate draft UI action that fills in the Markdown text field;
  • Pain – the Generate implication UI action that fills in the Implication field with a table that elaborates on the customer pain.

You can read about those capabilities in the articles about the forms. Clicking the buttons initiates sending a request to Ainergy with one of the propmts from the Ainergy Prompt Template table.