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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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