Q: CRM Features, Auto-Update & API Support in Charla?
I'm super interested, but wanna have your clarification from your side first...
1) Does Charla include an internal CRM-style system that gathers and auto-updates client details, like names, emails, or past interactions, from connected platforms or chat flows?
2) If a visitor updates their information during a chat (e.g., provides a new email), is that data automatically updated and reflected in future interactions?
3) Is Charla integration-friendly, does it offer a public REST API or webhook support to pull or push client data and interaction records to/from external systems?
AdamHa
Aug 21, 2025A: Hello,
(1) Yup, you get a seperate contacts tab where you can see all the details, conversations and export them if needed
(2) It depends. If there is an existing email captured, it won't change the record automatically. If the email is already blank, it will update the email automatically. You also have a prechat form where you can capture all those details before the chat and link them with existing or custom attributes.
(3) We offer webhooks and are working on availing REST API in the next few months.