Perfex CRM Chat Addon v2.0

Perfex CRM Chat Module
Real-Time Messaging, AI Chatbot, Video Calls & Live Support for your CRM

The most complete communication add-on for Perfex CRM. Real-time staff chat, client messaging, group conversations, AI-powered chatbot with lead capture, WebRTC voice and video calls, live support panel, CSAT analytics, all in one module. Built on Pusher WebSockets for instant delivery with zero server polling.

Requires Perfex CRM 3.0.0 or higher.

▶ Live Demo

➤ OPEN DEMO

Staff / Admin Login: https://perfex-chat-module.idevalex.com/admin

Client Login: https://perfex-chat-module.idevalex.com/authentication/login

★ What’s New in Version 2.0.2

• ◆ Launcher Attention, optional Glow, Wiggle, or Bounce on the closed chat button, plus an optional short teaser message beside the launcher. Stops while the chat is open.
• ◆ Launcher Icon Size, choose Small, Medium, Large, or Extra large for the floating chat button.
• ◆ Excel Training Uploads, import .xls and .xlsx spreadsheets (all sheets) into the chatbot knowledge base.
• ◆ Widget Q&A Chips, choose up to 5 items and their order; multilingual chip text when translations exist; instant stored answers on chip tap without calling the AI.
• ◆ Q&A Translations, translate in one step when adding Q&A, edit per row, or regenerate all languages from the source.
• ◆ Romanian & Bulgarian Languages, Romanian and Bulgarian widget/admin language packs added (12 languages total).
• ◆ Widget Language, set the language for widget buttons, labels, and built-in text from General settings.
• ◆ Visitor Language Mode, hybrid, fixed, or visitor-first with optional language picker; chips and AI replies follow the visitor’s browser, country when available, or picker choice.
• ◆ Multilingual AI From Single-Language Training, visitors type questions in their own language; your training can stay in Widget Language. The chatbot finds matching knowledge and replies in the visitor’s language automatically.
• ◆ Chat to CRM Conversion, convert staff, client, or group chat conversations into native Task, Ticket, Lead, Project, or Contract records with selectable messages.

• ◆ Fixes & improvements, live chat API UTF-8 JSON encoding, staff groups with non-ASCII names, Portuguese (BR) Q&A translation save, toggled chat list overflow, and widget embed cache headers.

◈ Real-Time Staff & Client Chat

Everything your team needs for fast, reliable internal and client communication, no page refresh, no server polling, no delays.

• Staff-to-Staff Messaging, privately message any colleague in real time
• Staff-to-Client Messaging, engage directly with CRM clients and contacts
• Group Chat, create unlimited group conversations, add/remove members, rename on the fly
• Global Announcements, broadcast messages to all staff or all clients
• Typing Indicators, see who is composing a message with their name displayed
• Read Receipts, message Sent, Delivered, and Seen statuses with timestamps
• Online Presence, Online, Away, Busy, and Offline status indicators
• Message Reactions, react to messages with quick emoji reactions
• Desktop Notifications, HTML5 browser push notifications for new messages
• Sound Alerts, configurable per-user sound notification preferences
• User @Mentions, tag teammates in group conversations
• Emoji Picker, full emoji picker with 100+ emojis
• Quick Mentions, instantly reference Projects, Invoices, Estimates, Contracts, and more
• Message Forwarding, forward any message to another user or group
• Edit Messages, edit sent messages inline directly in the bubble
• Copy & Delete Messages, full message management with admin controls
• Audio Messages, record and send voice clips from staff and client sides
• Image Paste, paste images directly from clipboard into chat
• File & Image Sharing, drag-and-drop uploads with shared files and photos gallery
• Media Preview, in-chat lightbox for videos, images, MP3, YouTube, and Vimeo links
• Message Search, live search through message history
• Contact Search, instant search and filter staff and client contacts

◆ AI Chatbot, Website Visitor Support Widget

Embed an intelligent, trainable AI chatbot on any website. Visitors get instant answers powered by your own content. When they need a human, the conversation seamlessly escalates to your live support staff, all inside Perfex CRM.

• Embeddable Widget, single script tag to add the chatbot to any website
• Multi-Model AI, choose from GPT-4o, GPT-4.1, GPT-5, and more OpenAI models
• RAG Training, train the AI with website URLs, Q&A pairs, free-form text, or document uploads (TXT, PDF, DOC, DOCX, MD, XLS, XLSX)
• Large Documents, uploaded text is split automatically into sections for embedding; best results with smaller topic-focused files (~50 pages or less per file)
• Website Crawler, automatically crawl and index your site content up to 3 levels deep; failed URLs are skipped and training continues with the rest
• Proactive Widget, auto-open the chat after a delay and show up to 5 multilingual Q&A chips (per-row Widget chip flag + translations)
• Multilingual Q&A Chips, translate chip question/answer per language via OpenAI or manual edit; visitors get instant stored answers on chip click
• Launcher Attention, optional glow, wiggle, or bounce on the closed chat button plus a teaser popup message with session-aware dismiss and re-show rules
• Launcher Icon Size, four button sizes (52–84px) with proportional icon scaling
• Visitor File Upload, optional file attachments and image paste in the chatbot widget
• Custom Appearance, match your brand with colors, position, icons, avatars, and welcome messages
• Smart Escalation, visitors request human help, AI captures their info, staff gets notified instantly via Pusher
• Lead Capture Form, collect name, email, and phone during escalation or pre-chat
• CRM Conversion, convert chatbot visitors to Perfex CRM leads or clients in one click
• Canned Responses, quick-reply templates with shortcut codes for fast agent responses
• CSAT Ratings, visitors rate their experience after conversation closes (1-5 stars with comments)
• Rate Limiting, built-in protection against message spam (20 messages/minute per visitor)
• Auto-Close, automatically close idle conversations after configurable timeout via cron
• GDPR Consent, consent collection with customizable privacy policy link
• Domain Security, whitelist allowed domains, CORS protection, XSS prevention
• 12 Widget Languages, English, Bulgarian, Dutch, French, German, Italian, Spanish, Portuguese BR, Turkish, Ukrainian, Russian, Romanian (add more via modules/prchat/language/ per Perfex module language docs)

◆ Live Support Panel

A dedicated staff dashboard for managing all chatbot conversations. Filter, search, assign, tag, and respond, all in real time.

• Conversation Sidebar, real-time list of all conversations with status, unread badges, and last message preview
• Status Filters, filter by active, escalated, human-handling, or closed conversations
• Staff Assignment, assign or transfer conversations between staff members
• Priority Levels, mark conversations as high, medium, or low priority
• Color-Coded Tags, create custom tags with hex colors to organize conversations
• Internal Notes, add private staff notes not visible to visitors
• Take Over / Return to AI, staff takes control from AI, or returns the conversation back
• Lead & Client Conversion, convert visitor to CRM lead or client from the info panel
• Close & Delete, end conversations or remove them entirely
• Export, download conversations as CSV or HTML

◆ Voice & Video Calls (WebRTC)

Crystal-clear voice and video calls directly inside Perfex CRM. No external apps needed, just click and talk. Powered by WebRTC with Pusher signaling.

• Staff-to-Staff Calls, voice and video calls between team members
• Staff-to-Client Calls, call clients directly from the chat interface
• Peer-to-Peer WebRTC, secure, low-latency direct connections
• Picture-in-Picture Video, draggable floating video window
• Floating Voice Bar, minimal UI for voice calls, keeps your workspace clear
• Camera Fallback, “Continue with Audio Only” when camera is denied or unavailable
• Mute/Unmute Controls, toggle audio and video during call
• Call History, call events logged in conversation thread (missed, answered, duration)
• Incoming Call Screen, ringing UI with caller avatar, accept and decline buttons
• Pusher Signaling, call setup uses your existing Pusher connection, no extra infrastructure
• TURN Server Support, Cloudflare Calls TURN (short-lived credentials) or custom TURN URL for NAT/firewall traversal (Settings → Calls)

◆ CSAT Analytics & Staff Performance

• CSAT Overview, total conversations, average rating, response percentage
• Rating Breakdown, 1-5 star distribution with percentages
• Staff Performance, per-agent conversation count, rating count, and average rating
• Trend Charts, rating trends over time with visual charts
• Quick Stats, today, yesterday, this week, last week comparisons
• Advanced Filters, filter by date range, tags, conversation status, staff, and priority
• Export, download conversation data as CSV or HTML

◆ Three Chat Views

Full Browser View, dedicated full-screen chat experience with sidebar contacts, conversation panel, and shared files. Available in light and dark themes.

Toggled Floating Widget, a compact chat widget that floats on every admin page. Draggable, minimizable, position remembered across page navigation. Built with Vue.js 3.

Client Portal Chat, dedicated chat support inside the Perfex CRM clients area. Clients see available staff and can exchange messages and files. Can be enabled or disabled.

◆ Perfex CRM Integrations

• Chat to CRM Conversion (2.0.2), convert staff, client, or group chat conversations into native Perfex Task, Ticket, Lead, Project, or Contract records. Choose which messages to include before creating the record.
• Convert to Support Ticket, turn any chat conversation into a Perfex support ticket with one click
• Quick Mentions, reference Projects, Invoices, Estimates, Contracts, and Leads inline in messages
• Lead Conversion, create CRM leads from chatbot visitor conversations
• Client Conversion, convert chatbot leads to full Perfex CRM client records
• Export Conversations, download any conversation as CSV for records and compliance

◆ Group Chat & Announcements

• Create unlimited group conversations
• Add and remove members dynamically
• Rename groups on the fly with live sync to all members
• Shared files and photos gallery per group
• Group-specific notifications and unread badges
• Admin full control over all groups
• Members can rejoin groups and see full history
• Staff and client announcements

◆ Permissions & Administration

• Chat Access, grant or restrict staff chat access via Perfex permissions
• Delete Messages, allow or disallow staff message deletion
• Create Groups, control which staff members can create groups
• Convert to Ticket, permission to convert conversations to support tickets
• Chatbot Support, handle visitor conversations and escalations
• Chatbot Management, configure chatbot settings, training data, and analytics
• Enable/Disable Client Chat, toggle client portal chat on or off
• Show Permitted Staff Only, only show staff with chat access in the contact list
• Purge Conversation History, delete conversations older than 3 months (staff, clients, groups)

◆ Themes & Customization

• Light Theme, clean, bright interface for everyday use
• Dark Theme, easy on the eyes for extended sessions (full chat, toggled, and live support panel)
• Per-User Selection, each user picks their preferred theme independently
• RTL Support, full right-to-left layout for Arabic, Hebrew, and other RTL languages

◆ Mobile Responsive

Every view, full chat, toggled widget, client portal, and the AI chatbot widget, is fully optimized for mobile devices. Touch-friendly controls, adaptive layouts, and smooth scrolling on phones and tablets.

◆ Rich Media & File Sharing

• Drag-and-drop file uploads
• Paste images directly from clipboard
• Image, video, and document sharing
• In-chat lightbox preview for photos, videos, and MP3 files
• YouTube and Vimeo link preview
• Shared files history per conversation
• Shared photos gallery per conversation

◆ More Features

• ✓ WebSocket-Powered, Pusher real-time engine, no polling, no server slowdown
• ✓ Unread Badges, unread message counters on contacts, groups, and sidebar
• ✓ Online Indicator, see who is online across staff and clients
• ✓ Live Search, search contacts and message history instantly
• ✓ Date Stamps, visual date separators in conversations
• ✓ Draggable UI, drag and reposition the toggled chat, position is saved
• ✓ Delete & Export, delete conversations with optional CSV export beforehand
• ✓ Multiline Input, press Shift+Enter for new lines in messages
• ✓ Connection Monitoring, detects network loss and notifies the user
• ✓ Skeleton Loaders, smooth loading animations for contacts and messages
• ✓ 60-Second Install, upload, activate, configure Pusher, and start chatting

◆ Supported Languages (12 Translations)

• English
• Bulgarian (Български)
• Dutch (Nederlands)
• French (Français)
• German (Deutsch)
• Italian (Italiano)
• Spanish (Español)
• Portuguese, Brazil (Português)
• Romanian (Română)
• Turkish (Türkçe)
• Ukrainian (Українська)
• Russian (Русский)

Want to contribute a translation? Contact us via Envato support or at https://support.idevalex.com

◆ Requirements

• Perfex CRM version 3.0.0 or higher
• PHP 8.1+ (required by the AI chatbot stack; PHP 8.2+ recommended)
• Pusher.com account (free tier available)
• OpenAI API key (only required for the AI Chatbot feature)
• HTTPS recommended for audio messages and video calls

◆ Installation

1. Upload the module zip via Setup → Modules
2. Activate the module
3. Enter your Pusher credentials in Setup → Settings → Pusher
4. Start chatting!

No coding required. Install in under 60 seconds. Full documentation included.

◆ Support

We provide dedicated support through Envato. If you encounter any issues or have questions, reach out via the Support tab on this item page or email us at [email protected]

◆ Screenshots

AI Chatbot configuration

AI Chatbot responding to visitors

Connect with clients

Draggable chat with remembered position

Chat with multiple members

Other Modules by i-Dev

• Perfex Appointments Module
• Perfex Office Theme
• Perfex Light Theme
• Perfex Dark Theme
• Custom JS Module

Change Log

[ IMPORTANT: AFTER UPDATE CLEAR YOUR BROWSER CACHE ]

• NEWLauncher attention, optional animations (glow, wiggle, bounce) and a short teaser message beside the chat button while the widget is closed
• NEWLauncher icon size, choose Small, Medium, Large, or Extra large for the floating chat button
• NEWExcel training uploads, import .xls and .xlsx spreadsheets (all sheets) into the chatbot knowledge base
• NEWWidget Q&A chips, choose up to 5 items and their order; multilingual chip text when translations exist; instant stored answers on chip tap without calling the AI
• NEWQ&A translations for every supported language, translate in one step when adding Q&A, edit per row, or regenerate all languages from the source
• NEWRomanian and Bulgarian language packs (12 widget languages)
• NEWWidget Language setting, set the language for widget buttons, labels, and built-in text from General settings
• NEWVisitor Language Mode, hybrid, fixed, or visitor-first with optional language picker; chips and AI replies follow the visitor’s browser, country when available, or picker choice
• NEWMultilingual AI answers from single-language training, visitors can type questions in their own language while your training stays in Widget Language; answers still come back in the visitor’s language
• NEWChat to CRM conversion, turn staff, client, or group chats into a Task, Ticket, Lead, Project, or Contract and choose which messages to include
• FIXEDLive chat API JSON failures when conversation data contained invalid UTF-8 characters
• FIXEDStaff groups JSON encoding with non-ASCII group names; broken presence-only groups are skipped
• FIXEDPortuguese (BR) Q&A translations not saving correctly
• ENHANCEMENTToggled chat user list horizontal overflow on narrow screens
• ENHANCEMENTWidget embed cache uses the minified script file for ETag and Last-Modified headers

• NEWRussian chatbot widget language Russian
• NEWTURN Server settings in Settings → Calls, Cloudflare Calls TURN integration (auto-generated short-lived credentials) or custom TURN provider, so voice and video calls work across different networks
• FIXEDCalls between users on different networks had no audio/video, TURN relay now configurable from admin panel
• FIXEDVideo call remote stream not visible (black screen), resolved browser autoplay policy blocking
• FIXEDRepeated video calls failing (second call black screen), comprehensive cleanup of peer connection state between calls
• FIXEDVideo call crash when one party has no camera, automatic fallback to audio-only
• FIXED“InvalidStateError: Called in wrong state: stable” crash, added signalingState guards
• FIXED“Enable Calls for Clients” setting description corrected
• ENHANCEMENTAI training error messages (API key, OpenAI HTTP errors, invalid server response) instead of generic failures
• ENHANCEMENTURL/file training continues when one item fails; failed items are marked and skipped for embedding
• ENHANCEMENTFull-view sidepanel tabs, cleaner pill bar, consistent icon-label alignment

• NEWAI Chatbot system with embeddable visitor widget
• NEWRAG Training, train AI with URLs, Q&A pairs, text content, and file uploads
• NEWSmart escalation from AI to live agents with lead capture
• NEWVoice and video calls (WebRTC) for staff and clients
• NEWPicture-in-picture video and floating voice bar
• NEWMessage reactions (8 quick emoji reactions on any message)
• NEWPaste images from clipboard into conversations
• NEWCSAT rating system (1-5 stars with comments)
• NEWAnalytics dashboard with staff performance metrics and trend charts
• NEWLive support panel for managing chatbot conversations
• NEWConversation tags with custom colors
• NEWInternal staff notes per conversation
• NEWCanned response templates with shortcut codes
• NEWLead and client conversion from chatbot conversations
• NEWDomain whitelisting and CORS security for chatbot widget
• NEWGDPR consent collection widget
• NEWChatbot widget language selection (9 languages)
• NEWConversation priority levels (high, medium, low)
• NEWStaff assignment and transfer for chatbot conversations
• NEWAuto-close idle conversations via cron job
• NEWRate limiting (20 messages/minute per visitor)
• NEWReal-time Pusher notifications for escalations and CSAT
• NEWDark theme for live support panel with per-user toggle
• NEWInline message editing (edit directly in the bubble)
• NEWFile upload and image paste support in chatbot widget and support panel
• NEWClient chat staff visibility settings (customer admins only, all staff, show roles)
• NEWTraining data persistence in database (survives module reinstall)
• ENHANCEMENTComplete UI refresh across all chat views
• ENHANCEMENTTyping indicators show actual user names
• ENHANCEMENTRead receipt tracking per staff per conversation
• ENHANCEMENTMobile responsive layouts with touch gestures (swipe, double-tap)
• ENHANCEMENTCall messages show detailed info (who called, missed, duration)
• ENHANCEMENTPerformance optimizations and skeleton loaders

• FIXEDHeader statuses PHP version compatibility fix.

• FIXEDPHP version compatibility in admin area.

• NEWPHP 8+ support
• UPDATETurkish language fully translated
• Compatibility: Perfex CRM latest version
• ENHANCEMENTLive group rename sync across all views
• ENHANCEMENTLive member add/remove notifications
• Bug fix: Audio recording on subfolder installations
• Bug fix: Live notification, clients search, toggled view focus, file deletion sync

• NEWTurkish and Italian languages
• NEWGroup names with spaces, live group rename
• NEWShift+Enter for new lines in messages
• NEWPurge conversations older than 3 months
• ENHANCEMENTNew message blink effect replaces auto-focus
• FIXEDImage forwarding, group notifications, sidebar scroll

• NEWUkrainian language
• FIXEDScroll history seen-at dates, inactive profiles, mobile audio width
• ENHANCEMENTGlobal CRM desktop notifications

• NEWDutch language, message Seen/Delivered, audio messages, Quick Mentions, forwarding, copying, client announcements, contact filtering, task association
• UPDATEPusher JS library, notification sounds
• FIXEDScrolling, groups, audio, and client permission bug fixes