Read context
Qfix can use customer status, history, ticket fields, and custom vocabulary during the call.
- Customer lookup
- Previous interaction context
- Account or lead fields
Integration
CRM integration for AI voice calls
Use CRM context during the conversation and write structured call results back to the customer record.
Write outcomes
After the call, Qfix can create notes, update fields, and route next actions.
- Summary and transcript
- Outcome and urgency
- Next-step field updates
Map the operating contract
A production integration defines which system owns each field, which updates Qfix may write, and how failed writes are reviewed or retried.
- Source-of-truth fields
- Write permissions and validation
- Failure and retry handling
Frequently asked questions
Does CRM integration require replacing our current CRM?
No. Qfix is designed to work with existing CRM and custom API stacks.
Can CRM updates be limited by workflow?
Yes. Each workflow can be mapped to specific read and write fields, validation rules, and follow-up actions instead of receiving unrestricted CRM access.