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ChatRex and RetailCRM: order directly from the conversation

The AI bot selects products from the catalog, collects ingredients and contacts, and creates an order in RetailCRM after client confirmation. The team receives the finished order, not the first message

  • Responds using your scenario
  • Stores customer data
  • Transfers the context

How ChatRex works together with RetailCRM

ChatRexonline · product selection
Today
Need a light jacket up to 12,000 rubles10:24
What size and color is right for you?10:24✓✓
Size M, preferably dark blue10:25
Found suitable items in stock. Showing options10:25✓✓
Action completed in RetailCRMThe catalog is filtered by category, price and availability
Scenario 01

Searches for a product based on the buyer's request

ChatRex uses categories, title, SKU, price and balance to narrow down the selection to suitable items

The product is selected from the catalog

ChatRex receives categories and products and filters them by request, price, tags and balances

The order is created from the conversation

Composition, quantity, contacts, warehouse, delivery and payment are transferred to RetailCRM after confirmation

The current order is located immediately

The bot receives customer orders or the desired order and uses its data in the response

How ChatRex integrates with RetailCRM

What happens to each request, why it matters to the business, and where the team saves time

The product is selected from the catalog

ChatRex receives categories and products and filters them by request, price, tags and balances

The order is created from the conversation

Composition, quantity, contacts, warehouse, delivery and payment are transferred to RetailCRM after confirmation

The current order is located immediately

The bot receives customer orders or the desired order and uses its data in the response

Changes are recorded in the order

ChatRex can update the agreed order fields after checking with the buyer

The task is set based on the result

The employee receives a task with order data and the next step without manual transfer

Conversations get tags

Subjects of requests are marked with tags to make it easier for the team to parse the thread

Where teams use this integration

Practical scenarios with a clear handoff and an observable result for the team.

Online store

New order data collection

The operator receives a ready-made request instead of a long initial correspondence

Logistics

Shipping Questions

The request is associated with the order and gets to the right employee faster

Service

Return or exchange

ChatRex specifies the required data before connecting a specialist

Let's check the combination of ChatRex and RetailCRM on your requests

Let's choose one common scenario - order, delivery or return - and show the customer's path from message to operator.

How to launch the integration

1

Connecting RetailCRM

We select the available channels and data that the script needs

2

Setting up requests

We separate sales, order status and service issues

3

We test on order

We check the search for a client, the transfer of details and the connection of the operator

How ChatRex compares with other solutions

Criterion
ChatRex
Other solutions
Response speed
Reply immediately after the message
Queue to free operator
Order context
Collected before handing over to employee
Specified manually by the operator
Typical questions
Takes over the AI script
Teams take up time
Escalation
On the topic and terms of the conversation
No pre-qualification