Parma
Parma CRM keeps your business relationships organized. Now your AI agent taps directly into that relationship data, pulling user profiles and dataset catalogs so every customer interaction feels personal and informed. No more switching tabs to find contact context.
Your AI agent connects to Parma's data layer, retrieving profiles and dataset metadata to fuel personalized, context-rich conversations with every contact.
Parma
Parma keeps your contacts organized. Here is how an AI agent transforms that relationship data into personalized, context-aware conversations.
A returning client messages your website. Your AI agent queries Parma for their user profile, instantly recognizing who they are and surfacing relevant relationship context. The client gets greeted by name with references to their last interaction instead of starting from scratch. Repeat clients feel valued, and your team skips the identification dance.
A colleague asks your AI agent 'What datasets do we have on Q3 customer segments?' The agent retrieves the full dataset catalog from Parma, filters by relevant keywords, and returns matching dataset names with descriptions. Your team discovers available data assets through conversation instead of navigating a portal. Faster insights, fewer bottlenecks.
A sales rep asks the agent to prepare for an upcoming call with a key prospect. The agent pulls the prospect's profile and relationship metadata from Parma, summarizing past touchpoints and pending reminders. The rep walks into the call with full context without opening the CRM. Relationship depth translates into better conversations.
Parma
FAQs
The agent calls Parma's Get User Profile endpoint to fetch the authenticated user's account details. This includes profile information linked to your Parma account. The data is retrieved in real time and used to personalize the conversation, not stored separately by Tars.
Yes. The agent retrieves DCAT-US 1.1 compliant metadata via Parma's data.json endpoint. This includes every dataset published in the portal with titles, descriptions, and identifiers. Your team can ask natural language questions about available data and get structured answers.
Parma uses API key authentication. You enter your Parma CRM API key once in the Tars dashboard under Tools. The key is encrypted and stored securely. All API calls from the agent include this key for authorization. You can regenerate it from your Parma account at any time.
The agent accesses profile-level data through Parma's API. While direct group and reminder manipulation depends on available endpoints, the agent can reference profile metadata that includes relationship context and account information to inform its responses about contacts and follow-ups.
No. Tars queries Parma in real time during each conversation. User profiles, dataset catalogs, and package lists are fetched live and used to generate responses. No separate copy of your CRM data is maintained. Conversation logs may reference summarized information but not raw API payloads.
If the agent cannot reach Parma's API, it handles the situation gracefully. It informs the customer that it is unable to retrieve CRM data at the moment and offers to proceed with available information or connect them with a human team member. No conversation dead ends.
The Parma app is built for manual relationship management. Tars adds a conversational AI layer that automatically retrieves the right CRM context during customer interactions without anyone logging in. Your team and customers benefit from relationship data surfaced at the right moment in the right conversation.
Yes. If you also connect tools like HubSpot or Pipedrive, the agent can cross-reference Parma relationship data with pipeline information from other CRMs. This creates a unified view of customer relationships across platforms within a single conversation.
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
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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