UIRIX AI
Log InGet Started
Independent insurance agent writing in a notebook at his small-town office desk
Zoho CRM through your AI manager

An AI Receptionist That Keeps Zoho CRM Up to Date

Your UIRIX agent takes the calls. Your ChatGPT or Claude, connected to Zoho CRM, records each caller as a lead or updates the contact, and adds the task for your team.

Start freeHow the AI manager works

Updated

UIRIX works with Zoho CRM through your own ChatGPT or Claude. Connect Zoho 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 Zoho CRM: a Lead or an update to an existing Contact, a Task for the follow-up, and a note with the call summary. UIRIX itself never connects to Zoho CRM or stores its password.

Example: an insurance agency that tracks every inquiry in Zoho CRM

  • A caller asks about adding a teenage driver to a car policy. The agent takes the policy details your standing orders allow and promises a quote.
  • After the call, the chat assistant finds the client's Contact, adds a note with the request and creates a Task for the agent who handles the policy.
  • The caller gets an e-mail saying the quote is being prepared.

Connecting Zoho CRM to ChatGPT or Claude

Zoho runs an MCP service that covers Zoho CRM and its other apps. You choose which Zoho tools to allow and sign in with OAuth, for your own user or for the organization.

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

Add UIRIX to Claude or ChatGPT →

What your AI manager does in Zoho CRM

Finds the existing record

Your chat assistant looks the caller up by phone number before it creates anything.

Leads for new callers

New callers become Leads with the source and what they asked for.

Tasks for your team

The promised follow-up becomes a Task for the right owner.

Only the tools you allow

In Zoho's MCP settings you choose which actions your chat assistant may take.

Set it up in four steps

  1. 1

    Connect Zoho CRM to your chat app

    Sign in to Zoho 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 call, find the caller in Zoho CRM by phone number; add a note and a Task if they are a Contact, or create a Lead if they are new."

  4. 4

    Make a test call

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

Zoho CRM questions

Zoho's MCP service covers several Zoho apps. If your chat assistant can reach Bigin through it, the same instruction works there.
Yes, if you ask it to: the instruction above tells your chat assistant to search by phone number first and update the record 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 Zoho 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.

Related

Put every call into Zoho CRM

Build your agent from your website in minutes, then connect it to the chat assistant you already use.

Start free