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Features AI assistant

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.

Docs Automation

AI assistant

An assistant that finds and changes CRM data with your permissions: what it can do, approving changes, files and limits.

Docs Automation · AI assistant

Limits and data

…limits per month for the business and per dialogue; the assistant never spends more. You can close the tab: the work goes on and the result waits in the dialogue. A dialogue with no…

Docs Getting started · Modules

Core and modules

…mailboxes inside the CRM with a full archive Assistant An AI assistant that works in the CRM with your permissions

Docs Getting started · AI credits

What credits are

AI in Bordee is the assistant. Its work is paid in credits from your workspace balance. Credits are charged by actual use; there is no AI subscription: no use, nothing charged.

Docs Getting started · AI credits

What the charge depends on

…(for large jobs, uses the most). Volume. The more data the assistant reads and the longer the dialogue, the more credits. Files. Large spreadsheets and PDFs count too.

Docs Developers · MCP server

What it is

…over streamable HTTP. Through it an AI agent (Claude Code, Claude Desktop or any MCP client) reads and changes CRM data. Bordee's own assistant uses the same server.