AI & Automation
Let the system watch the numbers and do the repetitive work, with your choice of AI provider.
Automations run the follow-ups nobody remembers. AI features are optional, work with the provider you choose, and can be left switched off entirely.
What you can do
- A visual workflow builder with triggers, delays and branches
- An assistant you can ask about your own CRM data in plain language, read-only
- Anomaly alerts when something in the numbers looks wrong, and churn risk scores for customers
- Call and meeting transcripts with suggested next steps, never applied without a person accepting
- Ticket triage and deal summaries through named agents
- Choose Anthropic, OpenAI, DeepSeek, Qwen or a model you host yourself; switch without a restart
- Per-company AI quotas, so usage cannot run away
Good to know
- AI features need an API key for the provider you pick, or a model you host.