sales CRMFeatures"How much did we make in September?" "Who owes us the most?" "Remind me tomorrow at 10:00 to check payments." The assistant works with the CRM data the user already has access to and changes nothing without confirmation.
The AI assistant in CRM answers business questions using the CRM's own data and handles simple actions on request. It doesn't make up numbers. Each figure comes from a tool that uses the same formulas as the CRM screens. If there is no data or no access, it says so.
| Tool | What it does | Example question |
|---|---|---|
| Overview | Today's key metrics, what needs a decision, occupancy, tasks | "How are we doing today?" |
| Money | Income, expenses, payroll, result for a period, by month, location or category | "How much did we make in September, and how does it compare to August?" |
| Debts | Who owes, how much and how many days overdue | "Who owes us the most?" |
| Leads | How many came in, by stage and source, how many converted, lost leads with reasons, leads with no next touch | "How many leads came in this week, and from where?" |
| Tasks | Mine or everyone's, open, overdue, due today | "What's urgent for me today?" |
| Search | A client, patient, lead or staff member by name, phone or number | "Find the Miller record" |
| Open a section | Goes to leads, payments, finance, tasks and other sections | "Open receivables" |
| Create a task | A task or reminder with a due date and assignee | "Remind me tomorrow at 10:00 to check payments" |
| Create a lead | A new lead with phone, source and amount | "Create a lead: Anna, from the website, call back tomorrow" |
The answer isn't a table dump. It's a conclusion: the key number first, then what changed since the last period and what stands out — a large debtor, a source that dropped off, rising expenses.
Say a clinic director types on Monday morning: "How did September go?" The assistant calls the overview and money tools and replies in a few lines: how much was collected, how that compares to August, which expenses grew the most and which patients are more than 15 days overdue. Then the director says out loud: "Give Jessica a task to call the debtors by Wednesday." The assistant shows a task card with the assignee and due date. The director clicks Confirm, and the task appears in Jessica's planner.
This is a hypothetical scenario. Numbers in answers always come from your CRM, never from the model.
The AI assistant sees only what the user can already see in the CRM. Its tools run in the user's browser on data already loaded for them, with their role, permissions and locations. If a front desk admin has no access to finance, the assistant will reply to "how much did we make" that they don't have access.
Anything that changes data, like a new task or a new lead, is shown as a card first. The user checks the fields and clicks Confirm or Cancel. A confirmed action is saved the normal way and goes into the audit log. The model key is stored on the server and never sent to the browser.
You can dictate a question: tap the mic, speak, and confirm. Speech recognition handles Russian, Ukrainian, a mix of the two and English words thrown in, and the assistant fixes obvious recognition errors. This is handy on a phone: the CRM runs as an app on your phone (PWA), and the assistant button sits in its header.
| Feature | For whom | What it does |
|---|---|---|
| AI assistant in CRM | Staff | Answers questions from data, creates tasks and leads |
| AI call analysis | Head of sales | Scores every call against the script |
| Website voice assistant | Website visitors | Talks to the client and sends the summary to the CRM — see website lead capture |
For a wider look at where AI in a CRM pays off and where it doesn't yet, see the guide AI in CRM: what actually works.
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FAQ
It's a chat inside the CRM where staff ask about revenue, leads, debts and tasks and get answers from their own CRM data. The assistant also creates tasks and leads after confirmation.
No. It sees only what the user's role allows: the same permissions and locations as on the CRM screens.
No. It shows a task or lead as a card, and it's created only after you click Confirm.
Yes. You can dictate in Russian, Ukrainian or a mix of both. The assistant recognizes the speech and answers.
Yes. The AI model is accessed only from the server, never from an employee's browser.
The AI assistant is included in the Business plan (300 questions a month) and the Network plan (1,000 questions); the Start plan doesn't include it.
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