by Lion Solution

Your Sales Reps will love it!
Leo: "your CRM Assistant" makes CRM updates faster, easier, and safer by letting sales reps work through natural language while preventing records from being linked to the wrong contact, lead, or account.

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Admin Guide

Admin Guide

Requirements and Data Readiness

  • SuiteCRM 7.x or 8.x
  • Telegram Bot
  • Gemini AI (default) or custom API key
  • Proper CRM permissions
  • Running Scheduler (cron)

Installation and First-Time Setup

  1. Install TalkerCRM via Module Loader
  2. Run Quick Repair & Rebuild
  3. Configure:
    • Telegram Bot Token
    • AI API Key (optional)
    • Language settings
  4. Enable Scheduler job
  5. Link users via Telegram

Security, Privacy and Governance

  • All CRM permissions enforced
  • No CRM data stored outside SuiteCRM
  • Encrypted communications
  • Optional custom AI endpoints (Enterprise)
  • Full action logging
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Rating
  • "TalkerCRM is a powerful and practical SuiteCRM add-on. It makes CRM usage faster and easier through natural language interaction, helping users create..." - zecaadmin

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