Is using Assist safe for my Instagram account?

Assist connects through the official Meta Graph API. You never share your Instagram password. This is the protocol Meta provides for Instagram professional accounts, unlike unofficial scraping bots.

How long does Assist setup take?

Setup takes a few minutes. Connect an Instagram professional account, pick a comment-to-DM template, and go live. No coding is required.

How does Assist AI learn my products and brand tone?

Upload catalogs, FAQs, or URLs in the dashboard. Assist AI indexes that content and replies in your brand voice with product, pricing, and sizing details.

Can Assist handle viral Reel traffic?

Assist runs on Retrina cloud infrastructure and scales with comment and DM volume so flash-sale and viral Reel spikes are processed without a local VPS.

Assist is a product of Retrina Technologies. It is Instagram comment-to-DM and AI DM automation for professional Instagram accounts.

Retrina Connector • Perfex CRM to ChatGPT via MCP

Talk to your Perfex CRM in natural language

Stop digging through filters and spreadsheets. Ask ChatGPT: “Which leads have had no contact this week?” and get instant, grounded CRM answers.

Try Interactive Demo Open Dashboard Get License — $29

100% On-Premise (No Middleman Cloud) Read-only security Standard Model Context Protocol

ChatGPT + Retrina Connector Connected to CRM

Which leads have had no contact recorded in the last 7 days?

search_leads(scope='follow_up') • 38ms

Found 14 stalled leads needing attention. Top 2 priorities:

Apex Robotics (Frank Vance)16 days silent

Nexus Dynamics (David Chen)11 days silent

Interactive Simulator

Try it yourself

Click any prompt to see how ChatGPT queries your CRM via MCP.

ChatGPT (Developer Mode) + Retrina MCP

Quick 3-Minute Setup

How it works

No programming, no database modification, zero disruption to daily operations.

Step 01

Upload Module ZIP

Upload the module in Perfex under Setup → Modules and click Activate.

Step 02

Create a connector key

Generate the key inside Perfex, then paste your CRM URL and key in the Retrina dashboard.

Step 03

Connect to ChatGPT

Add https://mcp.retrina.com/mcp in ChatGPT Developer Mode and start asking questions.

Without Retrina

Logging into the CRM, applying nested filters, exporting spreadsheets, and missing stalled leads.

With Retrina AI

Instant answers to plain-English questions from desktop or mobile, with live Perfex data.

Core Capabilities

Everything your sales team needs

Lead Follow-Up

Find stalled leads without contact in 7+ days and assign proactive tasks.

Revenue Insights

Get cash collected, invoiced amounts, and month-over-month comparisons.

Churn Warning

Detect accounts with overdue invoices or open tickets before they cancel.

Zero-Trust Privacy

Read-only queries. Passwords, hashes, and payment tokens stay in Perfex.

Built-In MCP Endpoints

Read-only endpoints exposed by the Perfex module

Verified Safe

search_leads

Lead Search & Filter

sales_summary

Executive Sales Summary

search_invoices

Invoice & Overdue Tracking

search_clients

Client Lookup & Balance

customer_health

Customer Health Score

churn_scores

Churn Risk Prediction

Transparent Pricing

Buy once. Run forever.

One product. No per-seat fees. Connect your Perfex CRM to ChatGPT.

One-time

CRM Assist License

Perfex module + hosted MCP connector for ChatGPT.

$29 / one-time payment

Lifetime access to the Perfex module
ChatGPT connector on mcp.retrina.com
Read-only live CRM answers
Download ZIP + dashboard key form
Google sign-in for your Retrina account

Get License — $29

14-Day Compatibility Guarantee

Full refund if incompatible with your Perfex CRM or hosting.

Perfex 3.x Ready

Frequently Asked Questions

Common questions

No. The assistant never connects to your database. It uses vetted, read-only MCP endpoints. Passwords, hashes, and payment keys are stripped.

Ask ChatGPT about your live Perfex CRM

Buy once for $29, install the module, paste your connector key, and open a new ChatGPT chat.

Get License — $29 Try the demo