OpenAI Agents & Workflows for Perfex CRM

Name: OpenAI Agents & Workflows for Perfex CRM
Brand: Lenzcreative
SKU: openai-agents-workflows-for-perfex-crm
Price: 39.00 USD
Availability: InStock

31 sales

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14 comments found.

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Damaris1234567 Purchased CodeCanyon

4 months ago

Guys I have a BIG problem; I clicked settings and plugin was deactivated then when tried to activate again with my key and user data it just returns null and plugin does not activate; how to fix it?

Damaris1234567 Purchased CodeCanyon

4 months ago

After checking the server response, it seems your license validation server is currently failing: https://lenzcreative.site/ The request returns a Cloudflare 526 error: Invalid SSL certificate. Because of this, the module cannot validate the Envato purchase code and cannot be reactivated. Please fix the SSL/certificate issue on your license validation server or provide another way to reactivate the module. Thank you.

lenzcreativee Author Team

4 months ago

Hi Damaris, Thank you for reporting this, and sorry for the inconvenience. There was a temporary SSL/Cloudflare issue on our license validation server, which caused the module activation to return null. This has now been fixed on our side. Please try activating the module again using your Envato username and purchase code. It should work normally now. If you still face any issue, please email us directly at [email protected] with your domain details, but please do not post your purchase code publicly here.

Damaris1234567 Purchased CodeCanyon

4 months ago

Hi friends. Error still persists but now returning "this purchase key is already in usage". I have sent my purchase key and domain to your email.

seanm51 CodeCanyon

6 months ago

Hi, I am very tempted by this but the demos do not (nor the screenshots) show any chat interaction, it's not clear what purpose the OpenAI integration is for and I cannot get any of the demos to actually respond to questions. Additionally there have been no updates since the module was released 6 months ago. I'd love to have something on my admin side that staff can ask questions but it's my understanding it cannot even parse info from the knowledgebase? Please correct me if I am incorrect, because I would love to purchase if I am,

lenzcreativee Author Team

6 months ago

Hi, Thank you for your comment. This module is mainly a chat interface for OpenAI AgentKit. In other words, it is designed to bring OpenAI workflows into Perfex CRM through a chat-style interface. So, for example, if you want it to work with your knowledge base, the logic is usually built first inside your OpenAI AgentKit setup. You would create the proper workflow there, including the API connections and retrieval logic needed to access your knowledge base content. Then this Perfex module acts as the interface inside Perfex CRM that can call those workflows and let staff use them through chat. So the module itself is not intended to directly parse the Perfex knowledge base automatically out of the box. Instead, it serves as the in-CRM interface layer for the workflows and agents you configure on the OpenAI side. We also understand your point about the demo and screenshots, and we agree they should show the interaction flow more clearly. We are working on improvements and a new release.

veotron CodeCanyon

8 months ago

Can the client widget be used on an our website? (independent website) (but links back perfex) this would be really a nice feature.

lenzcreativee Author Team

8 months ago

Hi, Thanks for the suggestion. At the moment, the client widget is designed to run inside Perfex CRM, so it can't be used on an independent external website. However, this is a really nice feature request and we'll consider adding it in a future update.

veotron CodeCanyon

9 months ago

Can this automatically work with prefix existing knowledge base?! that the chat agent can find answers or refer to the knowledgeable articles?!

lenzcreativee Author Team

9 months ago

Hi there, thanks for your question. Our module's job is to connect OpenAI Agents & Workflows to Perfex CRM. It does not automatically add built-in functionality like "use the existing Perfex Knowledge Base" by itself. If you want the agent to answer using your Perfex KB articles, you would need to set that up inside OpenAI (for example by giving the agent access to your KB content through whatever approach you choose), and then you simply connect that Agent/Workflow to Perfex using our module. So: the logic and data source (KB) is configured on OpenAI, and our module handles the connection and triggering from Perfex.

marvc CodeCanyon

9 months ago

Pre-Sale: With this being the holidays will there be any discounts offered on this or any of your modules? Any responses appreciated.

marvc CodeCanyon

9 months ago

4 days and no reply isn't a good look.

lenzcreativee Author Team

9 months ago

Hi marvc, Thanks for reaching out and sorry for the delay. We were a bit slower here over the holidays. We're usually faster through the Support tab or our profile contact form. We don't have any discounts planned at this time for this product or our other products. We keep pricing stable so we can continue investing in updates and support. If a promotion comes up in the future, we can let you know.

PHPLABOR CodeCanyon

10 months ago

Hi lenzcreative! I have a quick question before buying. I find your module very interesting, but one thing is still unclear to me: is there some kind of interface inside the module that the OpenAI agent connects to, so that the agent knows exactly where the user currently is? Because simply relying on what the user says about an invoice number or ticket ID doesn't necessarily mean that it actually belongs to them.

lenzcreativee Author Team

10 months ago

Hi PHPLABOR, Very good catch, that's a smart question. Right now, there isn't a special "screen context" interface that tells the agent where the user currently is in the UI (e.g. "user is on Invoice #123" or "Ticket #456"). The conversation is based on what the user writes plus the tools/workflows you configure in the module. What we do have is the standard Perfex context: the request comes from a logged-in staff member or contact, and the tools run on the server side. That means you can (and should) scope your tools to the current user/contact when fetching invoices, tickets, etc., so that even if someone types an invoice number that doesn't belong to them, the lookup simply won't return data. But to answer your question directly: No, there is currently no separate interface that automatically links the agent to the "current page" or object in the UI. Ownership/permissions checks must be enforced in the tools/endpoints themselves (using the logged-in user/contact info). A UI-aware context layer (e.g. chat opened from a specific invoice and the agent already knowing which invoice it is) is something I'm considering for a future update, but it's not part of the current version.

whikis CodeCanyon

10 months ago

Pre-buy, does this also work for support?

lenzcreativee Author Team

10 months ago

Hi @whikis, thanks for asking. Yes, it works perfectly for support. The module connects to any agent you create in OpenAI, so you can plug in a support-focused agent just like a sales or leads agent. Many buyers use it for FAQs, first-line triage, and handing the conversation to a staff member when needed.

penthouse CodeCanyon

10 months ago

Is it possible to use it as widget for external website?

lenzcreativee Author Team

10 months ago

Hi penthouse, Thank you for your interest in our OpenAI Agents & Workflows module. At the moment, the module does not include a widget integration for external websites. Right now it is designed to work directly inside Perfex CRM. If you can share more about your use case, we can review whether this is something we can support in a future update or through a tailored customization.

akilesanima CodeCanyon

11 months ago

Hi, could a customer access that AI Agent? There's no demo available for customers.

lenzcreativee Author Team

11 months ago

Hi akilesanima, Yes, customers can access the AI Agent from the Customer Portal. You can test it here: Customer Portal: https://lenzcreative.net/marketplace-pcrm-demo/authentication/login Email: [email protected] Password: 123123123

whikis CodeCanyon

11 months ago

demo not working

lenzcreativee Author Team

11 months ago

Hi @whikis, Thanks for the heads up. I've just tested the demo for OpenAI Agents & Workflows for Perfex CRM and it is working on our side. Could you let me know exactly what happens for you? Please share the page URL you visited, the step where it stops, and your browser/device. A quick screenshot or any error message will help us resolve it immediately.

whikis CodeCanyon

10 months ago

Got to work :), it was my mistake

andriko68 Purchased CodeCanyon

11 months ago

Presale question: is there any manual included in how to set up the agents? Or a sample ?

lenzcreativee Author Team

11 months ago

Hi andriko683, Thanks for your interest in OpenAI Agents & Workflows for Perfex CRM. We don't include a long manual because workflows are open ended and there are countless ways to build them. The most detailed step by step guidance is in the many OpenAI workflow tutorials on YouTube and Google. Typical setup: create the agent/workflow in OpenAI, copy its ID and your API key, add them in the module, pick a Perfex trigger, map fields, test. Thank you!

Taius Purchased CodeCanyon

11 months ago

Demo isn't working. Getting a 419 error.

lenzcreativee Author Team

11 months ago

Hello, we have fixed the demo, thank you for reporting it.

elduquecarlos CodeCanyon

11 months ago

Hi, I've seen that the OpenAI Agents & Workflows for Perfex CRM module allows integrating OpenAI Agents and Workflows directly inside Perfex in a very visual, no-code way - which is excellent. I'd like to know: Is it possible to configure the module to work with Ollama (for example, running local models such as Llama 3, Mistral, or Gemma) instead of the OpenAI API? If so, what parameters or endpoints would need to be adjusted? Are there any plans to support Ollama or other local model servers such as LM Studio or OpenRouter? Is there a way to embed the created chats into external websites like WordPress, PrestaShop, or custom web apps, using an iframe, embed code, or API? This would be very useful for extending the chat experience to public sites, not just within Perfex CRM. Thank you in advance - I'm very interested in this feature for projects that combine Perfex CRM + external websites + private or hybrid AI solutions.

elduquecarlos CodeCanyon

11 months ago

lenzcreativee Author Team

11 months ago

Hi @elduquecarlos, Thank you for the thoughtful questions and for checking out OpenAI Agents & Workflows for Perfex CRM. Here is a quick overview: - Ollama and other local model servers Not supported at the moment and not on our current plan. We will review this internally. If you have a specific setup in mind, share a few details and we can evaluate how an integration might look. - Parameters or endpoints to switch providers The module currently targets the OpenAI API and does not include a provider switch or custom base URL setting. - LM Studio or OpenRouter Not planned in the short term. We will bring this to the team for discussion. - Embedding chats on external sites Not available right now. Your idea is noted and we will forward it for roadmap consideration. If you want to discuss your project in more detail, please reach us via the email with your requirements and environment. This helps us assess feasibility and prioritize the right features. Thank you!

brazilprime5 CodeCanyon

11 months ago

Thanks for this Pre sale queries 1 does it work on perfex SaaS 2 any plans for discount for early buyers

lenzcreativee Author Team

11 months ago

Hi, thanks for your interest. - Yes, it works in a Perfex SaaS environment. No core edits and multi-tenant friendly. - An introductory discount is active now. The price will increase after the first 10 sales. Thank you!

Regular License

For one CRM installation

What does the Regular License include?

$39

Regular price $69 Your price $39 Save 43%