FAQs in this section
What is Webex Meetings?
What are the benefits of Webex and Vtiger CRM integration?
How do I activate Webex Meetings in Vtiger CRM?
How do I access Webex Meetings in the CRM?
How do I create a meeting (event) with Webex Meetings from the Events module?
How is the participant status updated for an event with Mebex Meetings?
Can I get the recording link of the Webex meeting?
How do I create a meeting (event) with Webex Meetings as an option in the CRM?
How do I send a Webex meeting link in an email?
How do I create a Webex meeting from the Web Chats module?
How do I deactivate Webex Meetings in the CRM?
What is Webex Spaces?
What are the benefits of integrating Webex Meetings with Vtiger CRM?
How do I activate Vtiger in Webex Spaces?
What can I do using the Vtiger app in Webex Spaces?
How can I use Vtiger Bot while chatting in Webex Spaces?
Table of Contents
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:
The commands listed below are supported in Vtiger Bot:
- My Agenda - You will see upcoming meetings for the day.
- 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 [email protected], etc.
- 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.
- Search Cases - You can search for a case by the case title.
- Search Tasks - You can search for a task by the task subject.
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