Chapter 5 : How to monitor your bot regularly
5.04 How to integrate your brand CRM with the platform
Morph.ai lets you to integrate your brand CRM with the platform and push data collected on the bot to your CRM in real time which helps you to monitor the performance of the bot. You can integrate your CRM with the platform in the Settings tab by ...
5.03 How to pass leads to CRM
Morph.ai lets you push data collected on the bot to your CRM in real time, that helps you to monitor the performance of the bot . You can pass your leads to CRM using the Rest API block in the Chat Flow > Conversations tab. For more details you can ...
5.02 How to export data collected on bot as CSV and Excel
Audience tab acts as a mini CRM and lists all the users interacting with the bot. You can apply multiple filters for to view list of a specific set of users and derive analytical insights from the data collected on the bot. Another way to analyse the ...
5.01 How to monitor your bot regularly - Introduction
This chapter will give you a brief of the ways by which you can monitor the activities on the bot. Now that your bot is live and running, you can keep a check on the conversations happening on the bot. Audience Tab Acts as a mini CRM which lists all ...