> For the complete documentation index, see [llms.txt](https://themesic-docs.gitbook.io/pulsechat-perfex-omnichannel-ai-customer-service/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://themesic-docs.gitbook.io/pulsechat-perfex-omnichannel-ai-customer-service/readme.md).

# OmniChannel AI Customer Service for Perfex CRM

<div align="left"><figure><img src="https://925204999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZUn9RH9e2sHDIViaETvr%2Fuploads%2F90P6ZJIjNs0TetDo3zXp%2Fmain.jpg?alt=media&amp;token=f426c939-15a3-4cea-a6d0-5a7aaeef4e8e" alt=""><figcaption></figcaption></figure></div>

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**](/pulsechat-perfex-omnichannel-ai-customer-service/getting-started.md). If you’re integrating or debugging, see [**🧱 Architecture & Internals**](/pulsechat-perfex-omnichannel-ai-customer-service/architecture.md) and [**🧪 Troubleshooting & FAQ**](/pulsechat-perfex-omnichannel-ai-customer-service/troubleshooting.md).