DataToolLive

CRM

Manage contacts, pipelines, and customer relationships in one dashboard. This integration is available in the Tool-Kit today. Use this guide to understand capabilities, setup, and how CRM fits into AKOBOT tool workflows.

In this article

What this integration does in AKOBOT
Key capabilities and supported workflows
Setup and configuration steps
Operational notes and related links

Audience — Operators, developers, and team leads connecting CRM to AKOBOT agents and automations.

Overview

CRM is a Tool integration in the Data category. It extends AKOBOT agents with real-world actions while keeping access scoped to your organization.

Quick access

Configure this integration from the Tool-Kit dashboard or share this page with teammates who need setup guidance.

Capabilities

Run approved queries against connected data sources.
Return tabular summaries suitable for dashboards and chat.
Enforce read/write scopes per connector configuration.

Common use cases

Automate repetitive data tasks with CRM.
Combine with AKOBOT agents for natural-language control.
Audit usage and access from the Tool-Kit dashboard.

Setup

1Open the Tool-Kit and locate CRM.
2Click Connect or Manage to start the setup flow.
3Follow the in-product prompts to authorize or configure the connector.
4Validate the integration from an agent or automation test run.
5Assign the tool to agents that should invoke it during conversations.

Configuration reference

Field	Value
Integration type	Tool
Category	Data
Authentication	Varies by deployment
Availability	Live in Tool-Kit
Dashboard path	/dashboard/tool-usecase

Operational notes

Store API keys and credentials according to your security policy. Never share secrets in docs, screenshots, or chat logs.

CRM