An assistant for customer chats, from your product info

The scenario answers customers from business info, products, and FAQs in таблица, tracks status in Quick Base, and escalates the important cases to okoCrm.

  • Replies from your products and FAQs
  • Voice notes are understood as text
  • Customer status tracked in the knowledge base
  • Important cases are escalated to you
WebhookGoogle SheetsEvolution
Set it up for yourselfScriptera

How it works

To move data from okoCrm to Quick Base automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Evolution Webhook1
  2. Then: Detect Message Type1
  3. Check: Skip Event1
  4. If yes: Respond OK (skip)3
  5. If no: Is Voice?1
  6. If yes: Prepare Audio Binary1
  7. Then: Transcribe Audio1
  8. Then: Sentiment Analysis1
  9. Starts when: Respond OK (skip)4
  10. Then: Check Leads1
  11. Then: Normalize Phone and Look Match1
  12. Check: Bot Status1
  13. If yes: Information Extractor1
  14. Then: Read Business Info1
  15. Then: Read Products1
  16. Then: Read FAQs1
  17. Then: Build Context for AI Agent1
  18. Then: Wait1
  19. Then: Generate Response1
  20. Then: Format Cleaner1
  21. Then: Send WhatsApp Reply (Evolution)1
  22. Then: Format for Log1
  23. Then: Log Conversation1
  24. Check: Alert Owner?1
  25. If yes: Alert Owner (Telegram)1
  26. Then: Pause ChatBot1
  27. Check: Phone Match1
  28. If yes: Update Lead Status1
  29. Starts when: Respond 1
  30. If no: Create a New Lead1
  31. If no: Respond OK (skip)5
  32. Then: Anthropic Model (Extractor)1
  33. Then: Anthropic Model (Response)1
  34. Then: Conversation Memory1
  35. Then: Anthropic Chat Model1

You can launch this okoCrm + Quick Base integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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