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RetailCRM · CRM integration

Bot that automatically updates client statuses based on conversation context

Listens to manager-client chats, updates order status, client tags and overall status based on trigger words. Flexible configuration panel.

Timeline~20 days
TypeCRM integration
StackPythonRetailCRM MG Bot APIFastAPIHTML/JS
Bot that automatically updates client statuses based on conversation context

Context

An additional integration for the same canvas printing studio — automating status management in RetailCRM.

Task

Managers forgot to update order statuses. The client funnel was blurring, analytics was unreliable. Manual CRM update work.

Solution

  • Bot connects to RetailCRM via MG Bot API
  • Listens to all manager dialogues in real time
  • Automatically changes order status based on key phrases
  • For example: "details sent" → status "Invoice issued"
  • Flexible trigger configuration via JSON configs

Result

The project focused on a practical business task: removing manual routine, reducing errors and giving the team a clear tool for everyday work. The main effect is reflected in the metric: ~80% — of statuses are now updated automatically.

Result

~80%
of statuses are now updated automatically

Client testimonial

“
After the integration, managers stopped manually moving statuses between systems. There are fewer mistakes, and operations can finally see exactly where an order is right now.
М
Михаил Громов
Operations Director, e-commerce store
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Working since 2019