CRM
Find contacts, summarise a customer, review deals and the forecast, create tasks and notes.
AI assistant
Ask your CRM. It does the work, you stay in control
Every module has its own assistant that knows the page you are on, and a general assistant answers how-to questions and hands you to the right module. It works with your permissions, and it asks before it sends, invoices, charges or deletes anything.
Included from the Growth plan, with monthly AI credits. You can try any paid plan free for 14 days.
Twelve assistants
One specialist per module
Each assistant only sees the tools of its module, so answers are quick and focused. Open it from the button on any module page and it already knows which record you are looking at.
Workspace
Tasks and your daily organisation.
Journeys and marketing
Design a journey from a description, load it on the canvas or save it as a draft. Prepare mass sends, segments and templates.
Bookings
Check what is booked, find free slots, create, move or cancel appointments.
Sales
Draft quotes, follow them up and turn them into orders or invoices.
Invoicing
Draft, issue, email and mark invoices as paid.
Online store
Orders and products from your shop: look them up, refund, follow up.
Inbox
Read and answer your email from the same chat.
WhatsApp and SMS
Look up conversations and send messages.
Analytics
Ask for figures in plain language, or have a whole dashboard built from a question.
Treasury
Receivables, payables and cash forecast.
HR
Time clock and absences.
The general assistant
One place to ask anything
Open the AI assistant from the sidebar. It keeps your conversation history.
How do I do this?
It answers how-to questions using the product's own help centre and documentation.
It delegates
When the question belongs to a module, it asks that module's assistant and shows you where to continue.
A snapshot of your business
Ask how the business is going and get headline figures from every module you can read.
Questions across modules
For example, which customers who booked last month have no invoice yet.
Safe by design
It never does more than you can
The assistant acts through the same permissions as you. There is no back door.
Your role and permissions
It only offers tools for the modules and sections you can access. If you have read-only access, it can only read.
It asks first
Sending emails, WhatsApp or SMS, issuing or emailing invoices, payment links, refunds, cancelling bookings and every delete or bulk change show up as a card you confirm or cancel.
Optional: ask before any change
Tick one option and it asks you before every change, not just the sensitive ones.
It cannot change who has access
Team, roles, API keys and sign-in settings are out of its reach.
Changes are logged
Every change it makes is logged.
Your plan and modules count
If a module is not in your plan or is switched off, the assistant tells you instead of guessing.
Analytics
From a question to a full dashboard
Describe what you want to see and the assistant designs the dashboard with the widgets and the data. You can edit every widget afterwards.
Describe it, get it built
For example: how my journeys perform, open rates by send, which steps lose the most people.
Editable afterwards
It is a normal dashboard: rearrange it, change a widget or share it with your team.
Plans and credits
Included from Growth, with monthly credits
A simple question uses one credit and a deeper analysis uses three. If you run out, the rest of the CRM keeps working.
- Free
- Not included.
- Essential
- Not included. 150 AI credits per month for the other AI features, such as field mapping.
- Growth
- AI assistant included. 1,000 credits per month.
- Pro
- 3,000 credits per month.
- Business
- 10,000 credits per month.
AI assistant FAQ
Can the assistant do things or only answer?
Both. It can read data, create and update records and prepare drafts, such as a quote or an invoice. Anything sensitive, such as sending, invoicing, charging or deleting, only happens after you confirm it on a card.
Can it see data I am not allowed to see?
No. It works with your own role and section permissions, and the platform checks them again when it executes each action.
What is an AI credit?
A simple request uses one credit and a more complex analysis uses three. Each plan includes a monthly amount.
Which plan includes it?
The AI assistant is included from the Growth plan, and the 14-day trial of a paid plan includes it too.
Does it work in Spanish and English?
Yes. Ask in the language you prefer, English or Spanish.
Where do I find it?
There is an AI button on every module page and a general AI assistant in the sidebar.
Give every module an assistant
Create a free account and try the assistant during your 14-day trial.
Create my free account