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monday CRM through your AI manager

Every Call as an Item on Your monday Board

Your UIRIX agent answers the phone. Your ChatGPT or Claude, connected to monday.com, adds each caller to your leads board with the right status and an update with the summary.

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Updated

UIRIX works with monday CRM through your own ChatGPT or Claude. Connect monday CRM's MCP server and the UIRIX connector to the same chat app, and tell it once what to do after each call. After every call and chat, your chat assistant receives what the customer asked for and records it in monday CRM: an item on the board you name, with the caller's name, phone and status columns filled in, and an update with the call summary. UIRIX itself never connects to monday CRM or stores its password.

Example: an event venue that tracks wedding inquiries on a monday CRM board

  • A couple calls about a Saturday in June for 120 guests. The agent answers from the venue's packages and offers a tour.
  • After the call, the chat assistant adds an item to the Inquiries board with the date, the guest count and the status "Tour offered", and posts the summary as an update.
  • The tour the agent booked is already in the calendar when the team opens the board in the morning.

Connecting monday CRM to ChatGPT or Claude

monday.com publishes an official MCP server, signed in with your monday.com account, so your chat assistant works on the boards you can see.

Add it from your chat app's connector directory if monday CRM is listed there, or as a custom connector with the server address from monday CRM's documentation. Add the UIRIX connector in the same app.

Add UIRIX to Claude or ChatGPT →

What your AI manager does in monday CRM

Items on your board

Callers land on the board you choose, with the columns your team already uses.

Status that triggers automations

Set a status, and your monday automations run as they would for any item.

Updates with the summary

The call summary is posted as an update on the item.

Call a group of items

Ask your chat assistant to call the items in a group with a UIRIX campaign.

Set it up in four steps

  1. 1

    Connect monday CRM to your chat app

    Sign in to monday CRM from ChatGPT or Claude.

  2. 2

    Add the UIRIX connector

    One URL and a sign-in to your UIRIX account.

  3. 3

    Tell it what to do after each call

    "After every inquiry call, add an item to the Inquiries board with the event date, guest count and status, and post the call summary as an update."

  4. 4

    Make a test call

    Call your agent, then check the record in monday CRM.

monday CRM questions

Yes. The chat assistant works on any board your monday.com account can edit; name the board and the columns in your instruction.
Ask it to search the board by phone number first and update the item it finds.
The record is written right after the call. During a call the agent can ask your chat assistant a question, for example to look something up in monday CRM, and reads back the answer within about 10 seconds.
Yes. The e-mail summary of every call stays as it is, so nothing depends on your chat assistant being online. Appointments are booked by the agent itself in Google Calendar, Microsoft 365, Calendly or Cal.com.
The agent remembers the people it talks to: on each call it knows what earlier calls and chats with that number were about, what was agreed and what is still open. A caller who says "forget me" is not recognized from the next call on, and the request waits for you to erase their data.

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