Sincronizare conversatii cu CRM

Ce vei invata

• Cum sa conectezi VAI la Salesforce sau HubSpot
• Cum sa mapezi datele din conversatii la campuri CRM
• Cum sa creezi lead-uri automat

Optiunea 1: Integrare HubSpot

Pasul 1: Conecteaza HubSpot

1. Din Dashboard, navigheaza la Integrari → HubSpot
2. Click pe Conecteaza HubSpot
3. Autentifica-te si acorda permisiunile

Pasul 2: Configureaza maparea

{
  "hubspot": {
    "createContact": true,
    "createDeal": false,
    "mapping": {
      "email": "{{user.email}}",
      "firstname": "{{user.firstName}}",
      "lastname": "{{user.lastName}}",
      "phone": "{{user.phone}}",
      "vai_session_id": "{{session.id}}",
      "vai_agent": "{{agent.name}}",
      "vai_summary": "{{conversation.summary}}"
    }
  }
}

Optiunea 2: Integrare Salesforce

Pasul 1: Conecteaza Salesforce

1. Din Dashboard, navigheaza la Integrari → Salesforce
2. Introdu URL-ul instansei Salesforce
3. Autentifica-te cu credentialele admin

Pasul 2: Configureaza sincronizarea

{
  "salesforce": {
    "object": "Lead",
    "mapping": {
      "Email": "{{user.email}}",
      "FirstName": "{{user.firstName}}",
      "LastName": "{{user.lastName}}",
      "Company": "{{user.company}}",
      "LeadSource": "VAI Portal",
      "Description": "{{conversation.transcript}}"
    },
    "triggers": {
      "onConversationEnd": true,
      "onLeadCapture": true
    }
  }
}

Optiunea 3: Webhook custom

Pentru alte CRM-uri, foloseste webhook-uri:

// Configureaza webhook
await vai.webhooks.create({
  url: 'https://your-crm.com/api/vai-webhook',
  events: ['conversation.ended', 'lead.captured'],
  secret: 'your-webhook-secret'
});

// Payload primit
{
  "event": "conversation.ended",
  "data": {
    "sessionId": "xxx",
    "user": { "email": "...", "name": "..." },
    "transcript": [...],
    "summary": "Clientul a intrebat despre..."
  }
}

Captura automata de lead-uri

Configureaza agentul sa colecteze date:

await vai.agents.update('vanzari', {
  leadCapture: {
    enabled: true,
    fields: ['email', 'name', 'phone', 'company'],
    required: ['email'],
    askNaturally: true  // Intreaba conversational
  }
});