👋OmniChannel AI Customer Service for Perfex CRM
PulseChat is a full‑featured chat and omnichannel inbox module for Perfex CRM. It brings Slack/Teams‑style messaging into your CRM, with:
Real‑time staff ↔ staff chat
Staff ↔ client messaging (via the client portal)
Group conversations
Omnichannel inbox for WhatsApp, Telegram, Email, etc.
AI‑powered assistant (OpenAI + Anthropic) for drafting replies, suggestions, summaries, translation, and more.
This GitBook is the main documentation for the module. It explains:
What PulseChat does and where it lives inside Perfex
How to install and upgrade it
How admins configure transport, channels, AI, permissions, and limits
How staff actually use the chat UI day‑to‑day
How the omnichannel and AI layers work under the hood
If you’re new to PulseChat, start with 🚀 Getting Started. If you’re integrating or debugging, see 🧱 Architecture & Internals and 🧪 Troubleshooting & FAQ.
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