Overview
Buy credits
Credits remaining
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Current plan
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1 credit = 1 AI response
Licensed domain
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Your license key
Paste this in Perfex CRM → ClientPortal AI → Settings
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Keep this key private. It is domain-locked to your CRM. Download module →
Quick start
Get up and running in under 5 minutes
1
Download the module
Get the latest Perfex CRM module ZIP from the Download page.
2
Install in Perfex CRM
Go to Admin → Modules → Upload ZIP → Activate.
3
Enter your license key
Go to ClientPortal AI → Settings → paste your key above → Save → Test Connection.
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You're live
Open any client in Perfex and click the AI Assistant tab. Ask anything.
Need help?
Our team is happy to help you get set up.
support@sociably.media