An AI assistant inside the CRM
An assistant built on Claude finds, sums up and changes CRM data with your permissions, and you see and approve every change before it happens.
Work, not chat
"Find deals idle for two weeks and set call-back tasks", "sum up this conversation and suggest a reply", "translate the funnel into English", "import the contacts from this Excel file". The assistant works with contacts, conversations, deals, tasks, funnels and broadcasts through the same services as the admin.
You control the changes
The assistant reads without asking, but before every change it shows exactly what will change and waits for your Approve. It acts with your permissions: whatever you cannot reach, it cannot either. For routine jobs there is auto-approval within a dialogue.
Files and limits
Spreadsheets, CSV and PDF files up to 30 MB are processed in the assistant's sandbox. An administrator sets spending limits per month and per dialogue, and you pay for actual usage.
What you get
The assistant knows where you are.
Fast, standard and one for complex tasks.
Close the tab and the result waits in the dialogue.
The credits balance and this month's and this dialogue's spending on the assistant page.
What does it cost?
AI is paid in credits by actual use, with no subscription; you get free credits to try it at sign-up. See AI credits.
Where does the data go?
What the assistant reads, and your files, are processed by Anthropic (USA). Do not send it secrets.
How do I turn it on?
We open the Assistant module on request.