FAQs in this section
What is Webex?
What are the benefits of Webex and Vtiger CRM integration?
How can I activate Webex Meetings in Vtiger CRM?
How can I access Webex meetings in the CRM?
How can I create a Webex meeting from the Events module?
What happens to the participant status in a Webex meeting when an event is marked as held?
Can I get the recording link of the Webex meeting?
How can I create a Webex meeting from the Contacts module?
How can I send a Webex meeting from Emails?
How can I create a Webex meeting from the Web Chats module?
How can I deactivate the Webex meeting in the CRM?
What is Webex Spaces?
What are the benefits of Webex and Vtiger CRM integration?
How can I activate Vtiger in Webex?
What can I do using the Vtiger app in Webex?

How can I chat via the Vtiger bot in Webex Spaces?

From the Chat tab in Webex, you can send commands to Vtiger Bot to retrieve information from CRM.

The commands listed below are supported in Vtiger Bot:
  1. My Agenda - You will see upcoming meetings for the day. 
  2. Search Contacts - You can search for a contact by First or Last Name, Phone number, or Email address of a contact. If multiple matches are found, Vtiger will return the one created first. For example, Search Contact John, Search Contacts john@testemail.com, etc.
  3. Search Deals - You can search for a deal only by the deal name. If multiple matches are found, Vtiger will return the one created first. For example, Search Deal Grasspods.
  4. Search Cases - You can search for a case by the case title.
  5. Search Tasks - You can search for a task by the task subject.
To know more about Vtiger in Webex Spaces, click here.
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