Welcome to our blog, your gateway to insightful articles and expert insights in the world of customer engagement, sales activation, and customer support. Here, we explore the latest trends, share valuable tips, and showcase success stories that empower businesses to thrive in today's dynamic marketplace.
Welcome to our blog, your gateway to insightful articles and expert insights in the world of customer engagement, sales activation, and customer support. Here, we explore the latest trends, share valuable tips, and showcase success stories that empower businesses to thrive in today's dynamic marketplace.
Migrating from The I Need Leads LTD CRM V1 to V2 Connection
We are updating our backend to work with The I Need Leads LTD CRM more up to date services. All The I Need Leads LTD CRM plugins are required to move to this new standard. This article will show you how you can do that.
You'll want to open a window and make sure you're logged into the The I Need Leads LTD CRM account (or agency) that is connected to your bot. Keep this window open and verify the bot number that the account is tied to so you know which bot to reconnect it to. You'll be able to see the bot number in one of two places
1) Your Custom Values under AGENT Ai Chat Bot Bot Number
2) OR within Automations -> AGENT Ai Chat Bot By I Need Leads LTD -> Process Message (Receive Message) -> Webhook
Go find this bot number in your account. You will need to disconnect your bot from your connected Sub-Account. It's important to take note of which account this bot was connected to so you know which account you will be reconnecting it to. As soon as this button is clicked, your bot will be disconnected and will stop working on that account.
Now click the Connect button that shows up after disconnecting
This will bring up another window where you will see The I Need Leads LTD CRM accounts available to connect to. Select the same sub-account that the bot was previously connected to and wait for the corresponding screen to load after clicking once on your desired sub-account.
After you do this, you will be directed back to Agent Ai Chatbot where the screen should load, showing you the bot you just connected to. You should see the verification that this bot is connected with V2.
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