This guide explains how to integrate your AI Employee with Kommo CRM to automate contact and lead management. You will learn how to configure the project module, authenticate your account, and define rules for automatic lead progression.
Overview
The Kommo integration enables your AI Employee to interact directly with your CRM data during conversations. The agent can search for existing clients, create new contacts and leads, and update lead statuses based on the dialogue context.
The integration can perform the following key actions:
Contact management: Searches for clients by phone or email. If no match is found, it creates a new contact.
Lead management: Identifies active leads or creates new ones associated with the contact.
Pipeline automation: Analyzes the conversation upon completion and moves the lead to the appropriate pipeline stage using natural language rules you define.
Configure the integration in Newo.ai
Before setting up specific attributes, you must create and configure the integration project module within the Builder.
Navigate to the Builder.
Go to the Projects page.
Click the three dots icon in the top-right corner and select Create New Project.
Fill in the following fields and ensure Auto update enabled is turned on:
Idn:
KommoIntegrationTitle:
KommoIntegrationRegistry:
productionModule:
kommo_integration
Click Create.
Click the three dots icon next to the newly created project.
Select Force Update Project.
Set up the integration
Once the project is created, you must authenticate your Kommo account using OAuth 2.0 to grant the AI Employee access.
Open the Builder and navigate to the Attributes page.
Locate the
kommo_subdomainattribute and enter your Kommo account subdomain (e.g., entermycompanyif your URL ismycompany.kommo.com).Click Save.
Locate the
kommo_oauth_codeattribute and open the authorization URL provided in the attribute's description.Log in to your KommoCRM account if prompted.
Click Next to confirm the integration permissions.
Select your Sub-Account (workspace) and continue.
After approval, you will be redirected to a page URL similar to
https://newo.ai/?code=xxxxxx.Carefully copy the part after
code=(e.g.,c889162f455a7fa881d9c6c93a94f52d1cf569de).Return to the Builder and paste that code into the
kommo_oauth_codeattribute.Click Save.
🗒️ NOTE
Once saved, the system automatically exchanges the authorization code for an access_token and a refresh_token. These are stored in kommo_access_token and kommo_refresh_token, respectively.
Define pipeline stage rules
You can control how leads move through your sales pipeline by defining natural language rules in the kommo_pipeline_decision_rules attribute. These rules override the AI's default logic and determine the final stage of a lead after a conversation concludes.
To configure this, enter rules that map specific conversation outcomes to your pipeline stage names.
Example configuration:
1. Stage "Initial Contact":
Select this stage IF the user just asked general questions.
2. Stage "Meeting Scheduled":
Select this stage IF the user agreed to a meeting time.
3. Stage "Not Interested":
Select this stage IF the user explicitly said they are not interested.
❗❗ IMPORTANT
Ensure your rules align with the actual stage names defined in your Kommo pipeline. If a rule references a non-existent stage, the lead update may fail.
Testing
Call your AI Employee and verify that it can create a contact in Kommo and that it was categorized within the correct pipeline stage.