CapsuleCRM Tutorial

Step 1

Go to the Addons section and select the CapsuleCRM configure option.

Step 2

Here you can enter your CapsuleCRM URL and API token.

Capsule CRM credentials

You can find your URL on your Capsule CRM Settings page.

Your API token is displayed in your preferences.

Sending offline messages to CapsuleCRM

After the configuration process you can send offline messages to CapsuleCRM. This will create a new contact person and a case.

Sending chat transcripts to CapsuleCRM

The same function is available for sending chat transcripts to CapsuleCRM. You can also trigger the action from a chat session with a chat command.

  • $capsulecrm - Create CapsuleCRM case from current chat