Perfex-CRM-Chat-Tickets-App-for-Support-Board

🚀 Overview

The Chat & Tickets App for Perfex CRM is a powerful add-on designed to integrate real-time live chat and full ticket management within the client area of Perfex CRM. This module enables businesses to combine instant messaging, automated chatbot workflows and support-ticket systems for a seamless support experience. :contentReference[oaicite:2]{index=2}

Built with real support-desk workflows in mind (live chat session → conversion to formal ticket → internal agent resolution), it improves customer responsiveness and centralizes all communication within your CRM environment (Experience).

Target users: Support teams, SaaS companies, agencies using Perfex CRM who want to add live chat, automated responses, ticketing and knowledge-base sync for a professional support desk.

✨ Key Features

• Real-Time Live Chat: Clients and staff can chat instantly in browser; status indicators (Online/Offline/Away); group/chat states. :contentReference[oaicite:3]{index=3}
• Automatic Ticket Creation: Unresolved chat conversations can be converted into formal support tickets inside Perfex CRM for tracking and SLA enforcement. :contentReference[oaicite:4]{index=4}
• Knowledge Base Synchronization: One-click import of Perfex CRM knowledge base articles into the Support Board module for unified help content. :contentReference[oaicite:5]{index=5}
• Client & Staff Sync: Automatically detect logged-in Perfex CRM users, sync clients/staff between systems, single-sign-on in chat/ticket interface. :contentReference[oaicite:6]{index=6}
• AI Bot & Automation: AI or rule-based chatbot responses for common queries, reducing live agent load. :contentReference[oaicite:7]{index=7}
• Unlimited Domains & GPL Licensing: The module is licensed under GPL, enabling installation across multiple domains (subject to original developer licence). :contentReference[oaicite:8]{index=8}
• Multi-Language & RTL Support: Global ready interface with support for right-to-left languages and multiple translations. :contentReference[oaicite:9]{index=9}
• Seamless Perfex Integration: Module comes with a native Perfex CRM module installer for fast setup; displays a link in the Perfex admin sidebar for support area. :contentReference[oaicite:10]{index=10}

⚙️ Technical Stack

• Backend: PHP (compatible with Perfex CRM versions) — add-on module built for PHP MVC architecture of Perfex CRM. :contentReference[oaicite:11]{index=11}
• Frontend/UI: JavaScript/jQuery and WebSockets (via Pusher or similar) for live chat; responsive browser interface for clients and staff. :contentReference[oaicite:12]{index=12}
• Database: MySQL/MariaDB (same database used by Perfex CRM) for storing chat logs, tickets, user states. (inferred)
• Server & Requirements: Works on Apache/Nginx with HTTPS recommended; PHP extensions such as Pusher/WebSocket support; Perfex CRM environment already set up.

🧩 Installation Guide

1. Pre-requirements: Install and configure Perfex CRM. Verify version compatibility for the Chat & Tickets add-on. :contentReference[oaicite:13]{index=13}
2. Upload Module: Upload the module zip into the Perfex CRM application/modules/ directory or use the module installer from Perfex admin. :contentReference[oaicite:14]{index=14}
3. Activate Module: In Perfex CRM Admin → Settings → Modules → enable “Chat & Tickets App for Support Board”.
4. Configure Integration: Navigate to Settings → Chat/Tickets Integration, enter Support Board API key, set chat widget options, departments, chatbot rules. :contentReference[oaicite:15]{index=15}
5. Import Knowledge Base (optional): Use the sync tool to import existing Perfex CRM KB articles into chat/ticket module. :contentReference[oaicite:16]{index=16}
6. Test Chat & Ticket Flow: Login as client and staff; verify chat messages are delivered, tickets created from chats, notifications trigger, departments route correctly.
7. Go Live: Place chat widget on client-area pages, train support staff, monitor logs and adjust permissions.

📦 Deliverables

• Full PHP module for Perfex CRM Chat & Tickets App for Support Board (official listing on CodeCanyon). :contentReference[oaicite:17]{index=17}
• Module files, installation README/documentation, and update scripts.
• Chat widget front-end script, ticket management backend, integration instructions and sample configurations.

📱 Supported Platforms

• Web Browsers: Chrome, Firefox, Safari, Edge (latest versions) for client chat and staff admin pages.
• Devices: Fully responsive on desktop, tablet and mobile – chat widget adapts, ticket panel works on mobile. :contentReference[oaicite:18]{index=18}
• Server OS: Compatible with Linux (Ubuntu, Debian, CentOS), macOS or Windows Server hosting Perfex CRM environment.

🧠 Notes

• License: This add-on is distributed under the GPL, which permits modification, use and redistribution under GPL terms. :contentReference[oaicite:19]{index=19}
• Customization tips: Customize chat widget appearance in assets/js/chat-widget.js, extend ticket routes or add custom departments, integrate with other Perfex modules (e.g., Projects, Invoices) and adjust chatbot rules to fit business workflows.
• SEO & trust assurance: Although this module is support infrastructure (versus public-content), providing fast chat/ticket response improves user satisfaction which indirectly supports user retention and trust signals.
• Experience highlight: The module mirrors real world support workflows: live chat for instant queries, ticket backend for formal resolution, knowledge base sync for self-service—all combined in one CRM-centric environment.

👨‍💻 Original Developer Credit

Developed by the team behind the Support Board add-on for Perfex CRM; listed on CodeCanyon as “Perfex CRM Chat & Tickets App for Support Board” (Item ID 29799509). :contentReference[oaicite:20]{index=20}

🔒 Disclaimer

This module is described here for GPL distribution purposes. We are not the original author or rights-holder. All trademarks and brand assets remain the property of their respective owners. For production use, ensure you purchase a valid licence, comply with support obligations and follow security best practices.