PulseChat – OmniChannel AI Customer Service module for Perfex CRM

PulseChat brings a modern chat & omnichannel inbox inside your Perfex CRM installation and pairs it with a powerful AI assistant (OpenAI + Anthropic). Your team answers WhatsApp, Telegram, Email, SMS, and more from a single screen – while AI drafts replies, suggests responses, summarizes long threads and even translates messages in real‑time.

Instead of juggling browser tabs, phones and shared inboxes, your agents stay in Perfex, with full client/lead context always visible. PulseChat feels like Slack/Teams, but fully aligned with your CRM, tickets and sales pipeline.

Omnichannel Inbox – All Conversations, One Place

PulseChat creates a dedicated Channels tab where every external conversation lands:

• WhatsApp – reply to customers as a team from a verified business number.
• Telegram – connect your bot and centralize chats directly in Perfex.
• Email – turn shared inboxes into real‑time conversations with IMAP/SMTP.
• SMS – keep SMS threads attached to clients & leads.
• Slack & Viber – bridge your existing channels with your CRM.

Each external contact is automatically mapped to a client, contact or lead whenever possible. Your agents see:

• Who they’re talking to (name, company, role).
• Open tickets, invoices, previous interactions.
• All omnichannel history in a single timeline.

No more guessing “who is this number?” – PulseChat unifies identities and keeps your CRM as the single source of truth.