Integrate Convo AI helpdesk with Oracle CRM to surface account and opportunity data in the support inbox, sync conversations to Oracle Service records, and create service requests.
Channels
CRM Sync
Support
To Start
What you get with Convo AI for Oracle CRM
Display Oracle CRM Contact, Account, Opportunity, and Service Request data in the Convo AI inbox sidebar. Agents see Oracle B2B Service context, customer entitlements, and interaction history.
Automatically create Oracle B2B Service or B2C Service requests from Convo AI conversations. Map SR attributes including category, severity, product, and linked asset records.
Log all Convo AI conversations as Oracle CRM Interaction records on the associated Contact or Account. Capture channel, duration, outcome, and CSAT data for Oracle Analytics reporting.
Use Oracle CRM entitlement and contract data to route conversations in Convo AI. High-tier customers with premium entitlements are automatically assigned to senior support agents.
Simple setup process - connect in minutes
Benefits for your support team and customers
Surface Oracle CRM account and entitlement data in the support inbox for service-level-aware responses
Create Oracle Service requests from omnichannel conversations with full context and asset linking
Log all support interactions to Oracle CRM for unified analytics and reporting
Route customers to appropriate support tiers based on Oracle entitlement and contract data
Maintain data consistency between Oracle CRM and Convo AI with real-time sync
Common ways to use Convo AI with Oracle CRM
Display Oracle CRM Account contract status and entitlement tier in the sidebar to inform agent responses and SLA expectations
Auto-create Oracle B2B Service requests from WhatsApp conversations with linked product and asset records
Log CSAT scores and conversation summaries to Oracle CRM Contact records for customer health reporting
Route premium contract customers to dedicated agent queues based on Oracle entitlement data
Sync conversation outcomes to Oracle CRM Opportunities to track support impact on renewal and upsell pipeline
Lower than Intercom, Drift, Crisp
AI chatbot from ₹0/month + per conversation
Common questions about Oracle CRM integration
The integration supports Oracle CX Sales, Oracle B2B Service, Oracle B2C Service, and Oracle Fusion Service. Custom objects created in Oracle Application Composer are also supported in the sidebar display.
Convo AI reads entitlement and contract data from Oracle CRM when a customer initiates a conversation. Based on the entitlement tier (e.g., Gold, Silver, Bronze), conversations are automatically routed to the appropriate agent queue.
Yes, any custom object created via Oracle Application Composer can be configured in the sidebar. Custom fields, picklists, and related records from custom objects are displayed alongside standard CRM data.
The integration is designed for Oracle Cloud CRM (Oracle CX) deployments. On-premises Oracle Siebel CRM is not directly supported but can be connected via Oracle Integration Cloud as a middleware layer.
Convo AI works with all major CRM platforms