KeyCRM and SalesDrive integration with AI agents, storefront and shipping
KeyCRM and SalesDrive are order management CRMs used by many Ukrainian online stores. We connect them to an AI agent that creates orders from chat and answers order status questions, plus your storefront, marketplaces and shipping.
What hurts
A customer writes on Instagram: "I want this one, size M". A manager copies the details into the CRM by hand, then sends back the order number. Evenings and weekends, requests wait until morning.
Half the messages in Direct and Telegram are "where is my order". A manager opens the CRM, searches by phone, checks the waybill and pastes the status into chat. That is not selling, it is a help desk.
Orders from the website, marketplaces and social media reach the CRM by different routes. Duplicate customers with different phone formats break purchase history and repeat sales.
What we build
- Creating orders in KeyCRM or SalesDrive from chat, website or marketplace, with items, payment and delivery
- Customer lookup by phone in several formats to avoid duplicates
- A Happ AI agent on Instagram, Telegram or your website that sees the catalogue, stock and order status
- Status change webhooks and customer updates in the same channel the order came from
- Nova Poshta link: waybill and delivery status on the order card
- Order source and UTM tags, so you see which channel sells
- A request queue that respects API limits, with retries on failure
- A log of the agent’s actions in the CRM: what it created or changed, and based on which message
What you get
- Configured integrations and an AI agent connected to your CRM
- Agent test suite for typical dialogues: order, status, return
- Documentation: fields, statuses, rules for creating and merging customers
- Report of orders created by the agent, linked to the dialogues
- Manager training: how to take over a chat and what the agent does
How we measure the result
- Orders created with no manager involved
- Share of order status questions closed by the agent
- Duplicate customers in the CRM
- Time from first message to an order in the CRM
Systems and stack
Industries
Questions
How much does a KeyCRM or SalesDrive integration cost?
From $5,000. The price depends on the number of channels and order sources, whether you need an AI agent and how complex your product and delivery rules are. One CRM with one channel costs less than several stores with marketplaces. Fixed estimate 2–3 days after discovery, once we have reviewed your channels and catalogue.
Can the AI get an order wrong?
It can, for example mixing up a size or colour. So the agent confirms key fields, and any doubtful order goes to a review status for a manager. Before launch we run a test suite of dialogues and look at every failure.
What are the API limits?
Both CRMs limit request rates, and their API methods differ. Some events are better received through webhooks than by polling. We queue requests, avoid needless polling and check what your account allows during discovery.
What do you need from us?
An API key for KeyCRM or SalesDrive, access to your Instagram and Telegram channels, the catalogue with stock, and your payment and delivery rules. For the agent we need the answers your managers give to common customer questions.
What happens after launch?
First the agent runs on part of the channels or during working hours alongside managers. Every week we review dialogues, add tests and adjust the prompt. Support runs under an SLA; all settings and code stay with you.
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We reply within one business day. 30 minutes to tell you whether it is worth doing and what it costs.