Fireberry

Let your AI agent work your Fireberry CRM so your team doesn't have to

Customers ask about their accounts, orders, or open tickets. Your AI agent queries Fireberry in real time, pulls the right records, and delivers accurate answers on the spot. Manual CRM lookups disappear. Response times shrink from minutes to seconds.

Chosen by 800+ global brands across industries

CRM operations your agent handles live

From contact lookups to record creation, your AI agent taps into Fireberry's data layer during every conversation, keeping your CRM current without manual entry.

Fireberry

Use Cases

CRM conversations on autopilot

See how businesses use AI agents connected to Fireberry to handle account inquiries, capture leads, and keep their CRM data accurate around the clock.

Instant Account Lookups for Returning Customers

A returning customer messages your site asking about their subscription renewal date. Your AI Agent queries Fireberry's contacts module by their email address, locates their account record, and returns the renewal date and plan details. The customer gets a precise answer in seconds. Your support team skips another routine CRM lookup.

Midnight Lead Capture Without a Sales Rep

A prospect browsing your pricing page at 1 AM starts a chat asking about enterprise features. Your AI Agent walks them through qualification questions, collects company size, budget range, and timeline, then creates a lead record in Fireberry with all the context attached. Your sales rep opens the CRM Monday morning to a warm, pre-qualified lead with full conversation notes.

Accurate Ticket Routing with Live CRM Data

A customer reports a billing discrepancy. Your AI Agent queries Fireberry for their account, checks the associated deal record and payment history, identifies the issue type from picklist values, and creates a new service record assigned to the billing team. The ticket arrives with full context, so no one asks the customer to repeat themselves.

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Fireberry

Fireberry

FAQs

Frequently Asked Questions

How does the AI agent look up customer records in Fireberry?

The agent uses Fireberry's Query Records API to search any module (contacts, leads, accounts, or custom objects) by field values like email or phone number. It applies filters and retrieves matching records in real time during the conversation. No data is cached between sessions.

Can the agent create records in any Fireberry module, or just contacts?

The agent can create records in any Fireberry table you authorize, including leads, deals, accounts, service tickets, and custom modules. You specify which tables the agent can write to, so it only creates records where you want them.

Where do I find my Fireberry API Access Token for setup?

In your Fireberry dashboard, click the gear icon in the top right corner. Go to Integration in the settings menu, then click API Forms. Your TokenID appears under the My Token field. Copy it and paste it into the Tars tool configuration screen.

Does Tars store copies of my Fireberry CRM data?

No. Every query runs live against your Fireberry instance during the conversation. Contact details, deal information, and custom field values are fetched on demand and used only to generate the response. Tars does not maintain a separate database of your CRM records.

Can the agent use Fireberry's picklist fields to categorize records accurately?

Yes. The agent calls the Get Picklist Values endpoint to retrieve all active dropdown options for any field, such as lead source, ticket priority, or deal stage. It uses these values when creating or updating records, ensuring data stays consistent with your CRM configuration.

What happens if a customer asks about a record that doesn't exist in Fireberry?

The agent handles empty results gracefully. If a query returns no matching records, the agent lets the customer know it could not find a match, asks them to verify the information provided, and offers to connect them with a human agent or create a new support request.

How is this different from Fireberry's built-in AI Service Assistant?

Fireberry's AI Assistant works inside the CRM interface for your support agents. Tars puts an AI agent directly in front of your customers, on your website, WhatsApp, or SMS, so they get answers before a ticket is ever created. Plus, Tars connects to hundreds of other tools beyond Fireberry.

Can the agent filter Fireberry records by custom fields and date ranges?

Yes. The Query Records endpoint supports filtering with operators like equals, contains, greater than, and less than. The agent can find records created after a specific date, filter by status fields, or combine multiple conditions to locate exactly the right record for the customer.

How to add Tools to your AI Agent

Supercharge your AI Agent with Tool Integrations

Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.

Privacy & Security

We’ll never let you lose sleep over privacy and security concerns

At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.

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