telecrm AI

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MCP
Introduction to MCPPre-requisites and SetupConnect Claude.ai with MCPConnect ChatGPT with MCPMCP Connection Management
Lead-IQ
Setting up Lead-IQ
Call-IQ
Introduction to Call-IQHow to generate the API KeyCreating Call-IQ PromptsWorkflow for Call AnalysisCall-IQ ReportsBilling of Call-IQ
Chat-IQ
Introduction and Prerequisites
Introduction to MCP Video · 3minPre-requisites and Setup Video · 4minConnect Claude.ai with MCP Video · 2minConnect ChatGPT with MCP Video · 2minMCP Connection Management Video · 1min
Setting up Lead-IQ Video · 5min
Introduction to Call-IQ Video · 4minHow to generate the API Key Video · 2minCreating Call-IQ Prompts Video · 6minWorkflow for Call Analysis Video · 5minCall-IQ Reports Video · 4minBilling of Call-IQ Video · 6min
Introduction and Prerequisites Video · 2min
Introduction and Prerequisites

Introduction and Prerequisites

Chat-IQ is an AI-powered assistant that helps you handle customer conversations on WhatsApp.

Think of it as a virtual team member that can respond to customer queries, share relevant information, ask questions, and guide the conversation based on the instructions and information configured for your business.

Instead of your team manually responding to every incoming enquiry, Chat-IQ can handle many routine conversations automatically.


Let's take an example.


Imagine a student enquires about admission through your WhatsApp number.


  • Chat-IQ responds to the student's initial message.
  • It shares the relevant course information based on your configured instructions.
  • It asks questions to understand the student's requirements.
  • It handles common questions wherever possible.
  1. Not every customer query can be handled automatically.

If a customer needs personalised assistance or the conversation requires human intervention, Chat-IQ can hand over the conversation to your team, depending on the configured workflow.

Your team can then take over and continue the conversation.

Your team can then review the conversation and take the next steps.

This makes the enquiry-handling process more structured and reduces the need for manual intervention at every stage.


Chat-IQ Prerequisites


Before setting up Chat-IQ in telecrm, there are a few prerequisites you need to meet. 


1: OpenAI Account

You need an OpenAI account with the required API access and billing configured. 


2: Generate an API Key

Log in to the OpenAI platform and generate an API key. This key connects Chat-IQ with OpenAI so it can process customer queries and generate responses.


3: Select the Recommended Model

You can select any model; however, the recommended model for Chat-IQ is GPT-4o mini. Make sure the model is available for use with your API account.


4: Active WhatsApp Cloud API

Ensure that you have an active WhatsApp Cloud API integration configured in your telecrm workspace. This allows Chat-IQ to handle customer conversations through your connected WhatsApp channel.

Once these prerequisites are ready, you can proceed with the Chat-IQ configuration.


And that was a quick glimpse of Chat-IQ! If you’d like to get started with the implementation, watch our Setting Up Chat IQ LMS video to guide you through the setup process.