> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jelou.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM

> Configure and manage a custom CRM within the Multi-agent Panel.

From `Settings` → `CRM` you can create and manage a custom CRM for each customer directly within the Multi-agent Panel (MAP).

This CRM adapts to the operation and defines what information operators must record during a conversation.

## Scope of configuration

The CRM can be configured in different ways depending on the business need:

* General configuration per channel
* Specific CRM per team

This allows different teams to capture different information depending on their role or type of support.

For example, a sales team may need different fields than a support team.

## How to create CRM fields

Each field you add must be configured with:

<Note>
  You can create as many fields as the operation requires.
</Note>

<Steps>
  <Step title="Define the field name">
    Assign a clear and descriptive name that indicates what information should be captured.
  </Step>

  <Step title="Select the field type">
    You can choose from:

    * Text
    * Options menu
    * Paragraph
    * Date
  </Step>

  <Step title="Define the field format">
    Depending on the type of information, you can apply a format:

    * Text
    * Email
    * Number
  </Step>

  <Step title="Configure validations">
    You can define rules such as:

    * Minimum and/or maximum number of characters
    * Required or optional field
  </Step>
</Steps>

## Benefits of using the MAP CRM

**Information centralization**\
All customer data is captured and accessed without leaving the support flow.

**Standardization**\
Operators record information under the same criteria, reducing errors.

**Greater efficiency**\
Fewer external tools and fewer context switches.

**Better traceability**\
Structured information enables reporting and pattern detection.

**More consistent experience**\
The operator has full context and avoids repeating unnecessary questions.

**Flexibility**\
You can adapt the CRM per channel or per team depending on the operation.

A well-configured CRM turns every conversation into structured information, ready for analysis and continuous improvement.