With the Conversica Integration for Sugar you can augment your workforce with intelligent virtual assistants and seamlessly synchronize those conversations with leads and contacts.

Integrating Conversica with Sugar brings the capabilities of a virtual assistant to enrich CRM data for Leads and Contacts. Utilizing a multi-channel approach to communicate with your Sugar users, all these communications are synchronized to Sugar and can be accessed anywhere via the Conversica Messages sub panel.


Features and Benefits

Handover Leads to Conversica

This is an automated process; Once a lead is Saved; the data is automatically transferred to Conversica using the Job Queue mechanism of Sugar. You can monitor the job queue by creating an Advanced Report using queries.

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Display Conversica Conversation Under Lead

Conversica acts as an assistant to acquire useful information from the Lead and uses multiple channels to communicate. All these communications are synchronized in Sugar and can be accessible from “Conversica Messages” sub panel on the lead Record.

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Transfer Conversica Conversation to Contact once a lead is converted

Once a lead is converted into a contact; the users of the system can access the complete communication history of the conversica assistant in the “Conversica Messages” sub panel on the Contact record itself

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Display Conversica Dashboards

One of the major features is to monitor the Conversica assistant’s performance from within the Sugar. Two dashlets have been developed to show Conversica performance on leads. These dashlets can be added into any dashboard as per user’s preferences.

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DETAILS
Application Integration & Management
Version Compatibility

Handover Leads to Conversica

This is an automated process; Once a lead is Saved; the data is automatically transferred to Conversica using the Job Queue mechanism of Sugar. You can monitor the job queue by creating an Advanced Report using queries.

Display Conversica Conversation Under Lead

Conversica acts as an assistant to acquire useful information from the Lead and uses multiple channels to communicate. All these communications are synchronized in Sugar and can be accessible from “Conversica Messages” sub panel on the lead Record.

Transfer Conversica Conversation to Contact once a lead is converted

Once a lead is converted into a contact; the users of the system can access the complete communication history of the conversica assistant in the “Conversica Messages” sub panel on the Contact record itself

Display Conversica Dashboards

One of the major features is to monitor the Conversica assistant’s performance from within the Sugar. Two dashlets have been developed to show Conversica performance on leads. These dashlets can be added into any dashboard as per user’s preferences.

Support

Phone Support: 818-280-4820
Support Email: support@fayebsg.com
Support Knowledge Base: https://fayebsg.com/resource-center/

Terms & Conditions

Terms of Service: https://fayebsg.com/professional-services-agreement/
Privacy Policy: https://fayebsg.com/about-us/privacy-statement/

Resources

Please where we're going to have PDF and what not

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