{"id":61956,"date":"2026-03-26T09:24:58","date_gmt":"2026-03-26T08:24:58","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=61956"},"modified":"2026-04-29T09:00:30","modified_gmt":"2026-04-29T07:00:30","slug":"ai-agent-in-minicrm","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/ai-agent-in-minicrm\/","title":{"rendered":"Aida AI Agent \u00een MiniCRM"},"content":{"rendered":"<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\"> Ce este un Aida AI Agent \u00een MiniCRM? (Descriere \u0219i costuri)<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\"> Crearea unui Aida AI Agent<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\"> Domenii de utilizare<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\"> Exemple de cum func\u021bioneaz\u0103<\/a><\/li>\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">Exemple de prompt-uri pe care le po\u021bi folosi pentru Aida AI Agent<\/a><\/li>\n<li><a href=\"#anchor-6\" target=\"_self\" rel=\"noopener\"> \u00centreb\u0103ri frecvente<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/N2VVeyOoyII?si=gGMn0d4R66sMPhjL\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<div><\/div>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">Ce este un Aida AI Agent?<\/h3>\n<div>\u00a0Aida AI Agent poate fi ad\u0103ugat ca utilizator \u00een MiniCRM \u0219i, folosind inteligen\u021ba artificial\u0103, este capabil s\u0103 efectueze sarcini mai simple, precum:<\/div>\n<ul>\n<li>sumarizarea istoricului<\/li>\n<li>completarea automat\u0103 a c\u00e2mpurilor<\/li>\n<li>completarea de c\u00e2mpuri \u00een MiniCRM bazat pe informa\u021biile disponibile online<\/li>\n<\/ul>\n<div>Aida AI Agent apare peste tot ca un utilizator, dar nu este inclus \u00een num\u0103rul licen\u021belor de utilizator.<\/div>\n<div>\n<div>Oferim tuturor clien\u021bilor no\u0219tri un credit gratuit unic de 10 EUR pentru utilizarea agen\u021bilor MiniCRM.<\/div>\n<div><\/div>\n<div>\n<div><b>Limit\u0103 lunar\u0103<\/b><\/div>\n<ul>\n<li>Limit\u0103 implicit\u0103: 100 EUR \/ lun\u0103<\/li>\n<li>La atingerea limitei: Aida AI Agent nu mai execut\u0103 sarcini<\/li>\n<li>se reseteaz\u0103 automat \u00een urm\u0103torul ciclu de facturare<\/li>\n<li>Dac\u0103 este necesar, serviciul nostru de suport poate ajuta la cre\u0219terea sau sc\u0103derea acestei limite<\/li>\n<\/ul>\n<div><b>Costuri \u0219i facturare<\/b><\/div>\n<ul>\n<li>Facturare bazat\u0103 pe utilizare (similar\u0103 cu trimiterea de SMS-uri)<\/li>\n<li>Facturat\u0103 lunar ca element separat: \u201e<strong>AI Agent<\/strong>\u201d<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Crearea unui Aida AI Agent<\/h3>\n<div><br aria-hidden=\"true\" \/>\u00a0Un Aida AI Agent poate fi creat din pagina Utilizatori, f\u0103c\u00e2nd clic pe butonul\u00a0 Agentul Aida AI din partea de sus.<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-62391 size-large\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/Aida-AI-Agent-1024x545.png\" alt=\"\" width=\"1024\" height=\"545\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/Aida-AI-Agent-1024x545.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/Aida-AI-Agent-300x160.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/Aida-AI-Agent-768x409.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/Aida-AI-Agent-1536x818.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/Aida-AI-Agent-2048x1091.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/div>\n<div><\/div>\n<div>Introduce\u021bi numele agentului \u0219i alege\u021bi un caracter. Mai jos sunt descrise prompturile ini\u021biale, care pot fi ulterior modificate din pagina de Set\u0103ri a utilizatorului:<\/div>\n<div><\/div>\n<div>\n<p>\ud83e\uddd1\ud83d\udcbc <strong>Asistent de v\u00e2nz\u0103ri<\/strong><br \/>\nE\u0219ti un asistent de v\u00e2nz\u0103ri proactiv \u0219i bine preg\u0103tit care ajut\u0103 reprezentan\u021bii s\u0103 economiseasc\u0103 timp \u0219i s\u0103 \u00eencheie tranzac\u021bii mai rapid. Te concentrezi pe claritate, relevan\u021b\u0103 \u0219i eviden\u021bierea celor mai importante informa\u021bii \u00eenainte de orice interac\u021biune. Anticipezi ceea ce ar putea avea nevoie un reprezentant de v\u00e2nz\u0103ri \u0219i \u00eel prezin\u021bi \u00eentr-un mod concis \u0219i practic. Prioritizezi contextul util fa\u021b\u0103 de datele brute \u0219i urm\u0103re\u0219ti \u00eentotdeauna s\u0103 reduci efortul de preg\u0103tire.<\/p>\n<p>\ud83c\udfaf <strong>Calificator de clien\u021bi poten\u021biali<\/strong><br \/>\nE\u0219ti un calificator de clien\u021bi poten\u021biali perspicace \u0219i eficient care stabile\u0219te rapid dac\u0103 un client poten\u021bial merit\u0103 urm\u0103rit. G\u00e2nde\u0219ti \u00een termeni de profil de client ideal, relevan\u021b\u0103 pentru afaceri \u0219i valoare poten\u021bial\u0103. Te sim\u021bi confortabil s\u0103 iei decizii clare de calificare \u0219i s\u0103-\u021bi explici pe scurt ra\u021bionamentul. C\u00e2nd ai dubii, eviden\u021biezi incertitudinea, dar totu\u0219i avansezi procesul.<\/p>\n<p>\ud83c\udfa7 <strong>Agent de triaj pentru asisten\u021b\u0103<\/strong><br \/>\nE\u0219ti un specialist structurat \u0219i de \u00eencredere \u00een triajul pentru asisten\u021b\u0103 care pune ordine \u00een solicit\u0103rile primite. \u00cen\u021belegi rapid problema principal\u0103, o clasifici cu precizie \u0219i te asiguri c\u0103 ajunge la persoana potrivit\u0103 cu prioritatea corect\u0103. Comunici clar \u0219i neutru, concentr\u00e2ndu-te pe fapte mai degrab\u0103 dec\u00e2t pe presupuneri. Scopul t\u0103u este s\u0103 reduci confuzia \u0219i s\u0103 accelerezi timpul de rezolvare.<\/p>\n<p>\ud83e\uddf9 <strong>Expert \u00een cur\u0103\u021barea datelor<\/strong><br \/>\nE\u0219ti un expert \u00een calitatea datelor, atent la detalii, care men\u021bine CRM-ul curat \u0219i de \u00eencredere. Cau\u021bi \u00een mod activ date lips\u0103, inconsistente sau suspecte \u0219i \u00eencerci s\u0103 le rezolvi folosind contextul disponibil. Preferi informa\u021biile structurate \u0219i precise \u00een locul presupunerilor \u0219i semnalezi clar orice este incert. Scopul t\u0103u este s\u0103 faci datele mai complete, fiabile \u0219i utilizabile pentru echip\u0103.<\/p>\n<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-62392 size-large\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/Screenshot-2026-04-29-at-09.54.04-1024x490.png\" alt=\"\" width=\"1024\" height=\"490\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/Screenshot-2026-04-29-at-09.54.04-1024x490.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/Screenshot-2026-04-29-at-09.54.04-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/Screenshot-2026-04-29-at-09.54.04-768x367.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/Screenshot-2026-04-29-at-09.54.04-1536x735.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/Screenshot-2026-04-29-at-09.54.04-2048x979.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/div>\n<div><\/div>\n<p>Dup\u0103 ad\u0103ugare, pute\u021bi vedea \u00een tab-ul <strong>General<\/strong> c\u00e2te credite a \u201econsumat\u201d agentul AI dat \u00een ciclul de facturare dat (calculat \u00een EUR), iar aici pute\u021bi schimba numele \u0219i ad\u0103uga o fotografie de profil agentului.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62136 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/general.png\" alt=\"\" width=\"2490\" height=\"1116\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/general.png 2490w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/general-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/general-1024x459.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/general-768x344.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/general-1536x688.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/general-2048x918.png 2048w\" sizes=\"auto, (max-width: 2490px) 100vw, 2490px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Tab-ul <strong>Instruc\u021biuni<\/strong> con\u021bine promptul AI implicit \u0219i v\u0103 permite s\u0103 personaliza\u021bi comportamentul agentului AI.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62137 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/instructiuni-scaled.png\" alt=\"\" width=\"2560\" height=\"1440\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/instructiuni-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/instructiuni-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/instructiuni-1024x576.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/instructiuni-768x432.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/instructiuni-1536x864.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/instructiuni-2048x1152.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>\u00cen cele din urm\u0103, \u00een tab-ul <strong>Rol<\/strong>, pute\u021bi seta produsele la care permite\u021bi accesul agentului MiniCRM \u0219i ce permisiuni \u00eei acorda\u021bi. \u00cen mod implicit, acesta are acces doar la primul produs!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62138 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/rol-si-produse-scaled.png\" alt=\"\" width=\"2560\" height=\"1441\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/rol-si-produse-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/rol-si-produse-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/rol-si-produse-1024x577.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/rol-si-produse-768x432.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/rol-si-produse-1536x865.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/rol-si-produse-2048x1153.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<div><\/div>\n<div><b>Rezumat<\/b><\/div>\n<div><br aria-hidden=\"true\" \/>Aida AI Agent este un instrument flexibil de automatizare care ajut\u0103 la reducerea muncii manuale \u00een MiniCRM. Este u\u0219or de configurat, costurile sunt bine controlabile \u0219i poate fi integrat eficient \u00een procesele existente.<\/div>\n<div><\/div>\n<h3 id=\"anchor-4\" style=\"text-align: justify;\">Exemple de cum func\u021bioneaz\u0103<\/h3>\n<p>G\u00e2ndi\u021bi-v\u0103 la Aida Agentul AI ca la un coleg care poate efectua aproape orice i se cere pe baza unor sarcini, pentru care informa\u021biile pot fi g\u0103site \u00een fi\u0219a clientului sau pe site-uri web publice. \u00cen timpul func\u021bion\u0103rii, Agen\u021bii MiniCRM execut\u0103 automat sarcinile delegate lor.<\/p>\n<p>\u00cen timpul execut\u0103rii sarcinii, doar ziua (termenul limit\u0103) specificat\u0103 \u00een sarcin\u0103 este relevant\u0103 pentru Agentul AI, nu ora \u0219i minutul &#8211; \u00een practic\u0103, aceasta \u00eenseamn\u0103 c\u0103, dac\u0103 \u00eei delega\u021bi o sarcin\u0103 pentru ast\u0103zi, o va executa ast\u0103zi, dar nu neap\u0103rat \u00een ordine cronologic\u0103, \u00een timp ce sarcinile stabilite pentru m\u00e2ine sau mai t\u00e2rziu vor fi \u00eencepute doar \u00een ziua specificat\u0103 \u00een c\u00e2mpul data realiz\u0103rii.<\/p>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">Domenii de utilizare<\/h3>\n<ul>\n<li><strong>Colectarea datelor, analiza, precalificarea<\/strong> &#8211; cercetare \u0219i interogare de date online, sumarizarea informa\u021biilor incluse \u00een fi\u0219a tehnic\u0103 MiniCRM, precalificarea clien\u021bilor poten\u021biali conform unui set specific de criterii.<\/li>\n<\/ul>\n<ol>\n<li>\u00cenregistra\u021bi o sarcin\u0103 \u00een care descrie\u021bi scopul \u0219i detaliile sarcinii, cu c\u00e2t sunte\u021bi mai precis, cu at\u00e2t sarcina va fi mai precis\u0103. De exemplu:<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62139 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/task.png\" alt=\"\" width=\"1322\" height=\"838\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/task.png 1322w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/task-300x190.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/task-1024x649.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/task-768x487.png 768w\" sizes=\"auto, (max-width: 1322px) 100vw, 1322px\" \/><\/p>\n<p>2. Agentul AI proceseaz\u0103 solicitarea \u0219i execut\u0103 sarcina &#8211; durata acesteia depinde de complexitatea sarcinii \u0219i a datelor, put\u00e2nd dura de la c\u00e2teva minute p\u00e2n\u0103 la c\u00e2teva ore. Dup\u0103 finalizare &#8211; \u00een mod implicit, cu excep\u021bia cazului \u00een care i se solicit\u0103 altfel &#8211; Agentul \u00eenchide sarcina \u0219i afi\u0219eaz\u0103 rezultatul \u00eentr-un comentariu.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62141 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/profil-companie.png\" alt=\"\" width=\"1234\" height=\"1082\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/profil-companie.png 1234w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/profil-companie-300x263.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/profil-companie-1024x898.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/profil-companie-768x673.png 768w\" sizes=\"auto, (max-width: 1234px) 100vw, 1234px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-62140 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/nota-lead-si-recomandare.png\" alt=\"\" width=\"1242\" height=\"1308\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/nota-lead-si-recomandare.png 1242w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/nota-lead-si-recomandare-285x300.png 285w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/nota-lead-si-recomandare-972x1024.png 972w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/nota-lead-si-recomandare-768x809.png 768w\" sizes=\"auto, (max-width: 1242px) 100vw, 1242px\" \/><\/p>\n<ul>\n<li><strong>\u00cembog\u0103\u021birea datelor, modificarea datelor existente<\/strong> \u2013 Colectarea informa\u021biilor actualizate \u0219i apoi \u00eenregistrarea\/suprascrierea datelor \u00een c\u00e2mpuri specifice. De exemplu: \u00eenregistrarea datelor de baz\u0103 pe o fi\u0219\u0103 a companiei.<\/li>\n<\/ul>\n<p>Mai \u00eent\u00e2i, crea\u021bi un <a href=\"https:\/\/www.minicrm.ro\/help\/accesorii-minicrm\/#anchor-15\">formular intern de modificare a datelor<\/a> \u0219i ad\u0103uga\u021bi c\u00e2mpurile la care dori\u021bi s\u0103 acorda\u021bi acces Agentului AI!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62144 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/formular.png\" alt=\"\" width=\"996\" height=\"658\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/formular.png 996w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/formular-300x198.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/formular-768x507.png 768w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62145 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/campuri-formular-intern.png\" alt=\"\" width=\"2510\" height=\"1290\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/campuri-formular-intern.png 2510w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/campuri-formular-intern-300x154.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/campuri-formular-intern-1024x526.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/campuri-formular-intern-768x395.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/campuri-formular-intern-1536x789.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/campuri-formular-intern-2048x1053.png 2048w\" sizes=\"auto, (max-width: 2510px) 100vw, 2510px\" \/><\/p>\n<p>De \u00eendat\u0103 ce ai formularul, d\u0103-i agentului AI o sarcin\u0103 \u0219i include \u00een prompt numele formularului de modificare a datelor pe care dore\u0219ti s\u0103 \u00eel utilizeze:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62146 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/sarcina-formular-intern.png\" alt=\"\" width=\"1350\" height=\"558\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/sarcina-formular-intern.png 1350w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/sarcina-formular-intern-300x124.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/sarcina-formular-intern-1024x423.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/sarcina-formular-intern-768x317.png 768w\" sizes=\"auto, (max-width: 1350px) 100vw, 1350px\" \/>Agentul AI execut\u0103 sarcina, adaug\u0103 datele corespunz\u0103toare \u00een c\u00e2mpuri \u0219i rezum\u0103 informa\u021biile despre sarcin\u0103 \u00eentr-un comentariu:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62147 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/task-formular-inchis.png\" alt=\"\" width=\"1346\" height=\"982\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/task-formular-inchis.png 1346w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/task-formular-inchis-300x219.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/task-formular-inchis-1024x747.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/task-formular-inchis-768x560.png 768w\" sizes=\"auto, (max-width: 1346px) 100vw, 1346px\" \/><\/p>\n<p>Dup\u0103 cum se poate observa, adresa apare \u00een sarcina \u00eenchis\u0103, \u00eens\u0103 nu apare completat\u0103 \u00een MiniCRM deoarece c\u00e2mpurile dedicate adresei lipsesc din formular.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62148 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/date-companie-completate.png\" alt=\"\" width=\"1672\" height=\"1128\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/date-companie-completate.png 1672w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/date-companie-completate-300x202.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/date-companie-completate-1024x691.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/date-companie-completate-768x518.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/date-companie-completate-1536x1036.png 1536w\" sizes=\"auto, (max-width: 1672px) 100vw, 1672px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Consultan\u021b\u0103, Follow-up<\/strong> \u2013 Agen\u021bii MiniCRM pot oferi sfaturi personalizate pentru avansare \u00een proces, pe baza istoricului clientului\/proiectului. De exemplu: explorarea cauzelor bloc\u0103rii clien\u021bilor poten\u021biali, asisten\u021b\u0103 \u00een redactarea e-mailurilor, scripturi personalizate pentru apeluri telefonice etc.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62149 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/blocat-cu-comentariu.png\" alt=\"\" width=\"1370\" height=\"1362\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/blocat-cu-comentariu.png 1370w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/blocat-cu-comentariu-300x298.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/blocat-cu-comentariu-1024x1018.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/blocat-cu-comentariu-150x150.png 150w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/03\/blocat-cu-comentariu-768x764.png 768w\" sizes=\"auto, (max-width: 1370px) 100vw, 1370px\" \/><\/p>\n<h3 id=\"anchor-5\" style=\"text-align: justify;\">Exemple de prompt-uri pentru AI Agent (reg\u0103se\u0219ti \u0219i \u00een Extensii 2 extensii cu exemple de prompt-uri care pot fi ad\u0103ugate instant \u00een sistemul t\u0103u &#8211; o extensie con\u021bine doar \u0219abloane de sarcini denumit\u0103 Prompt-uri de baz\u0103 pentru agen\u021bii AI (f\u0103r\u0103 formulare interne), \u0219i ce-a de-a doua extensie Prompt-uri de baz\u0103 pentru agen\u021bii AI (necesit\u0103 formulare interne) e mai potrivit\u0103 dac\u0103 ai deja \u00een abonament <a href=\"https:\/\/www.minicrm.ro\/help\/accesorii-minicrm\/#anchor-15\">Formulare interne<\/a>.<\/h3>\n<ul>\n<li><strong>Pentru completarea de informa\u021bii:<\/strong><\/li>\n<\/ul>\n<p><span class=\"MarkDownToHtml_iTFlS7omkGitj3e0Jwyp\">Pe baza datelor disponibile online, colecteaz\u0103 cele mai importante date despre companie (codul fiscal, num\u0103rul de \u00eenregistrare al companiei, anul \u00eenfiin\u021b\u0103rii, industria, capitalul social, num\u0103rul de angaja\u021bi etc.)!<\/span><\/p>\n<p><span class=\"MarkDownToHtml_iTFlS7omkGitj3e0Jwyp\">\u00cenregistreaz\u0103 datele \u00een fi\u0219a de date a companiei folosind formularul intern \u201eFormular AI Agent: Calificare clien\u021bi \u00een c\u00e2mp dedicat\u201d!<\/span><\/p>\n<p><span class=\"MarkDownToHtml_iTFlS7omkGitj3e0Jwyp\">Pe o scar\u0103 de la 1 la 5, bazat pe c\u00e2t\u0103 nevoie ar avea aceast\u0103 companie de serviciile noastre \u0219i de posibilit\u0103\u021bile de achizi\u021bie, ofer\u0103-i un scor.<\/span><\/p>\n<div class=\"MarkDownToHtml_M5cgYCdAo7SllAhgJcl1\">\u200b<span class=\"MarkDownToHtml_iTFlS7omkGitj3e0Jwyp\">Dac\u0103 poten\u021bialul este peste 3, completeaz\u0103 c\u00e2mpul Poten\u021bial client cu valoarea Ridicat! <\/span><\/div>\n<div class=\"MarkDownToHtml_M5cgYCdAo7SllAhgJcl1\"><span class=\"MarkDownToHtml_iTFlS7omkGitj3e0Jwyp\">Dac\u0103 poten\u021bialul este 3, completeaz\u0103 c\u00e2mpul Potetial client cu valoarea Mediu! <\/span><\/div>\n<div class=\"MarkDownToHtml_M5cgYCdAo7SllAhgJcl1\"><span class=\"MarkDownToHtml_iTFlS7omkGitj3e0Jwyp\">Dac\u0103 poten\u021bialul este 1 sau 2, completeaz\u0103 c\u00e2mpul Poten\u021bial client cu valoarea Sc\u0103zut!<\/span><\/div>\n<div><\/div>\n<ul>\n<li><strong>Pentru oportunit\u0103\u021bi blocate:\u00a0<\/strong><\/li>\n<\/ul>\n<div>\n<p>Consult\u0103 c\u00e2mpurile completate de pe cardul acesta de oportunitate, precum \u0219i \u00eentreg istoricul (inclusiv sarcini, comunic\u0103ri pe e-mail, comunic\u0103ri pe Whatsapp, comunic\u0103ri prin SMS). Identific\u0103 posibile motive pentru care oportunitatea stagneaz\u0103. Creeaz\u0103 o sintez\u0103 rapid\u0103 cu bullet points cu valorile \u0219i nevoile exprimate de client, \u0219i eviden\u021biaz\u0103-mi ce nu am \u00eendeplinit \u00eenc\u0103 din acestea.<\/p>\n<p>Scrie-mi ceva scurt \u0219i motivant care s\u0103 m\u0103 inspire s\u0103 \u00eel sun cu \u00eencredere.<\/p>\n<\/div>\n<ul>\n<li><strong>Pentru sumarizare \u0219i recomand\u0103ri de pa\u0219i urm\u0103tori:\u00a0<\/strong><\/li>\n<\/ul>\n<div>\n<p>Verific\u0103 istoricul acestui lead, f\u0103-mi un sumar cu informa\u021biile principale \u0219i, bazat pe conversa\u021biile cu el \u0219i comunic\u0103rile pe e-mail, Whatsapp \u0219i SMS, d\u0103-mi 5 \u00eentreb\u0103ri de follow-up pe care s\u0103 le folosesc \u00een urm\u0103torul apel.<\/p>\n<p>Dac\u0103 nu r\u0103spunde la apel, f\u0103-mi un e-mail scurt pe care \u00eel pot trimite c\u0103tre client, pe un ton prietenos, asem\u0103n\u0103tor cu tonul pe care l-am folosit \u0219i p\u00e2n\u0103 acum \u00een e-mailuri.<\/p>\n<\/div>\n<ul>\n<li><strong>Pentru interpretarea de documente, \u00een acest caz CV:\u00a0<\/strong><\/li>\n<\/ul>\n<div><span class=\"MarkDownToHtml_iTFlS7omkGitj3e0Jwyp\">Analizeaz\u0103 CV-ul, clasific\u0103 candidatul \u00een func\u021bie de c\u00e2t de potrivit este pentru un post de X la COMPANIE.<br \/>\n<\/span><span class=\"MarkDownToHtml_iTFlS7omkGitj3e0Jwyp\">Completeaz\u0103 datele din CV \u00een c\u00e2mpurile corespunz\u0103toare folosind formularul AI completare informa\u021bii din CV.<\/span><\/div>\n<ul>\n<li><strong>Pentru redenumire carduri de oportunitate:\u00a0<\/strong><\/li>\n<\/ul>\n<div>\n<p>Redenume\u0219te numele proiectului cu ce e notat in c\u00e2mpul categorie\/ce e notat in valoare proiect- ce e notat in c\u00e2mpul deadline<\/p>\n<p>Folose\u0219te formularul intern Redenumire proiect.<\/p>\n<\/div>\n<h3 id=\"anchor-6\" style=\"text-align: justify;\">\u00centreb\u0103ri frecvente<\/h3>\n<p><strong>De ce nu v\u0103d Agentul AI \u00een toate produsele?<\/strong><\/p>\n<p>\u00cen mod implicit, Agentul AI are acces doar la produsul de top din meniu, dar pute\u021bi acorda acces la oricare dintre ele \u00een meniul Utilizatori.<\/p>\n<p><strong>Pot exista mai mul\u021bi agen\u021bi AI \u00een sistem?<\/strong><\/p>\n<p>Da, pute\u021bi ad\u0103uga mai mul\u021bi agen\u021bi ca utilizatori \u00een MiniCRM. La denumire, e recomandat s\u0103 \u00eei ave\u021bi AI + numele, astfel \u00eenc\u00e2t s\u0103 fie u\u0219or de reg\u0103sit \u0219i diferen\u021biat c\u00e2nd vre\u021bi s\u0103 le aloca\u021bi sarcini.<\/p>\n<p><strong>Poate Agentul AI s\u0103 trimit\u0103 un e-mail sau s\u0103 efectueze un apel telefonic din sistem?<\/strong><\/p>\n<p>Nu, \u00een prezent, agen\u021bii MiniCRM nu efectueaz\u0103 sau primesc apeluri \u0219i nu trimit mesaje. \u00cen comunicare, ace\u0219tia pot marca un utilizator real \u00een sistem sau pot atribui o persoan\u0103 responsabil\u0103 unei sarcini.<\/p>\n<p><strong>Poate Agentul MiniCRM s\u0103 modifice statusul \u0219i<\/strong> <strong>c\u00e2mpurile?<\/strong><\/p>\n<p>Da, dac\u0103 crea\u021bi formulare interne \u0219i specifica\u021bi \u00een sarcin\u0103 ce formular ar trebui s\u0103 utilizeze Agentul AI pentru a modifica statusul\/c\u00e2mpurile, poate face acest lucru.<\/p>\n<p><strong>Poate fi automatizat\u0103 func\u021bionarea Agen\u021bilor AI?<\/strong><\/p>\n<p>Da, deoarece sunt considera\u021bi utilizatori la fel ca \u0219i colegii reali, astfel \u00eenc\u00e2t pot fi seta\u021bi ca responsabili de sarcini \u00een automatizarea intern\u0103. Totu\u0219i, este important de men\u021bionat c\u0103, pe de o parte, fiecare sarcin\u0103 finalizat\u0103 de un agent AI cost\u0103 credite, iar pe de alt\u0103 parte, \u00een prezent nu se trimit e-mailuri.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ce este un Aida AI Agent \u00een MiniCRM? (Descriere \u0219i costuri) Crearea unui Aida AI Agent Domenii de utilizare Exemple de cum func\u021bioneaz\u0103 Exemple de prompt-uri pe care le po\u021bi folosi pentru Aida AI Agent \u00centreb\u0103ri frecvente \ufeff Ce este un Aida AI Agent? \u00a0Aida AI Agent poate fi ad\u0103ugat ca utilizator \u00een MiniCRM \u0219i, [&hellip;]<\/p>\n","protected":false},"author":119,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1188],"tags":[],"class_list":["post-61956","post","type-post","status-publish","format-standard","hentry","category-uncategorized-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Aida AI Agent \u00een MiniCRM - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Ce este un Aida AI Agent \u00een MiniCRM? 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