Background Report Download

When downloading a report, the generation is done in the background (cloud service). The user can continue working in the CRM and receives the file via email once it is completed. If the same report is already being processed, the system will not restart it and will notify the user to wait or check their email.

Benefits

• Does not block the use of the CRM.
• More stability for large reports.
• Avoids duplicate generations of the same report.

Considerations

• A valid email must be configured.
• Do not retry downloading the same report while it is being generated; wait for the email.
• The time depends on the volume of data and filters.

API - CRM AI Assistant

The CRM AI Assistant API transforms your organization's knowledge into a service available for any application. Now, not only CRM users can query CRM information, but also automations and virtual assistants can do so through a single secure, scalable API governed by the permissions defined in wolkvox.

Through this API, applications can send questions in natural language and receive responses generated by Artificial Intelligence, using exclusively the authorized information previously trained in the Knowledge Bases (RAG) configured by each operation in their CRM.

The response is delivered via a REST API in JSON format, facilitating integration with different web applications.

Benefits

• Extend CRM intelligence beyond the platform.
• Centralize business knowledge in a single point of consultation.
• Allow any system to consume intelligent responses through an API.
• Reduce information search times.
• Facilitate the development of specialized virtual assistants for business processes.

Documentation

To read the official documentation of this API, click here.