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CV CRM (Construtor de Vendas) is where a developer’s sales team tracks leads, reservations, buyers and service requests. Connecting CV to Morada OS lets you ask about all of that in plain language (“which reservations are under commercial review?”) and ask the assistant to record things back into CV, always with your approval.

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Before you start

Access to Morada OS

An active account at os.morada.ai, with your company’s corporate login.

Your CV CRM access

Your company’s CV address (the part before .cvcrm.com.br) and your login e-mail. To sign in you use your password or an administrative token, whichever you have.
The connection is personal. Each person connects their own CV access, and the assistant sees exactly what that access sees: no more, no less. If your user cannot see a module in CV, neither can the assistant.

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Password or token?

  • Password: the one you use to sign in to the CV panel. It is the path for brokers, managers and agencies, and the only one that allows updating a buyer’s record.
  • Administrative token: a key generated in CV under Integrações, tied to an administrator user. Only a CV administrator can generate one, and it can be revoked there at any time without changing a password.
Morada OS stores what you enter encrypted and never shows it back, not even to you.

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How to connect

1

Open the connectors

In the Morada OS sidebar, click Conectores. The page shows the accounts and systems available.Morada OS connectors screen
2

Pick CV CRM

Find the CV CRM card and click Conectar. If the shelf is crowded, use the search at the top.CV CRM card under Disponíveis, with the Conectar button
3

Fill in your access

A short form appears on the card itself:
  • Ambiente: just your CV’s name, without the rest of the address. If you sign in at yourcompany.cvcrm.com.br, type yourcompany.
  • E-mail: the e-mail you sign in to CV with.
  • Conectar com: choose Senha (password) or Token administrativo and fill in the box that appears. CV CRM credentials form: Ambiente, E-mail and the choice between Senha and Token administrativo
Click Conectar. Morada OS checks the access with CV right away; if something is wrong, the form says so and you fix it without retyping everything.
4

Ready to use

CV CRM appears under Conectados por você. From then on the assistant can look things up in CV whenever you ask.

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What the assistant can do

The assistant inherits your CV permissions. Modules your user cannot access stay out of its reach, and Morada OS never widens any access.

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Adjusting permissions after connecting

There is nothing to configure in CV after connecting: the fine-tuning happens on the Morada OS side. Open Conectores > CV CRM and you see two lists, O que Morada OS pode ler and O que Morada OS pode fazer, with a permission label on each tool:
  • Sempre permitir (always allow): the tool runs right away when your request needs it. It is the default for lookups, which change nothing.
  • Perguntar antes (ask first): the assistant asks for your confirmation in the chat before using that tool. It is the default for everything that writes to CV.
You change the label of one tool by clicking it, or use Aplicar a todas to change the whole list at once. Nothing runs on its own outside those lists: there is no automatic routine, schedule or background sync. The assistant only touches your CV when you ask, in the conversation.

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Day-to-day use

Ask the way you would ask a colleague. A few examples to start with:
Phone numbers and CPFs are your customers’ personal data. Use them in the chat only to locate the record in CV, inside your company’s account, and do not copy them outside Morada OS or into conversations shared with people who do not need them.
The last request changes CV, so it goes through your approval: the assistant drafts the record, shows exactly what will be saved and waits for you to click Aprovar. Nothing reaches CV before that, and you can adjust or cancel.
Want better results? Read How to ask well: three minutes that improve every request you make.

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How to disconnect

1

Open the connector

Go to Conectores in the sidebar and click the CV CRM card.
2

Unlink the account

Click Desvincular and confirm.
The access stored by Morada OS is deleted immediately and the assistant stops reaching your CV. If you connected with an administrative token and want to end it on the CV side as well, revoke the token under Integrações in the CV panel.

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Common problems

CV refused the access you entered. Check the Ambiente (just the name, no https:// and no .cvcrm.com.br), the e-mail and the password or token. A token only works together with the e-mail of the administrator who generated it.
Your CV access does not reach that module (technical assistance, for example). Ask your company’s CV administrator to enable the module for your user. Reconnecting does not help, because the permission lives in CV.
CV stopped accepting the stored access, for example after a password change or a revoked token. Unlink CV CRM under Conectores and connect again.
That update only works with a password connection. If you connected with an administrative token, unlink and connect again choosing Senha.
Check the phone or document used in the search and whether the lead lives in the same environment you connected. Ask for a search by name as an alternative.

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Next steps

All integrations

Everything else Morada OS connects to and where to find each guide.

How to ask well

Three minutes that improve every request you make to the assistant.