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AI Copilot

Your CRM, now with a copilot.

Summaries, drafts, scores and answers, built from the data already in your CRM and delivered right where you work. Included on Growth and Scale plans, with AI usage billed on consumption.

Highlights

  • Instant record summaries

    A plain-English overview of any lead, account, deal or case, pulled together from its scattered activity history.

  • Ask your data anything

    Query business data in plain English, such as “what changed on this account since last week?”

  • Build your own agents

    Create role-specific or autonomous AI agents with low-code tools that connect to your APIs and workflows.

Screenshots

The visual AI workflow builder: a chat input passes through type-convert and parser steps to an API request, and the parsed result is returned as the chat reply.
Build AI workflows and custom agents visually, connecting chat, parsers and your own APIs.
Assistant settings showing the AI provider, a realtime voice model and voice, a welcome message, written instructions for a bilingual Malay and English banking assistant, and turn-detection settings.
Configure each assistant: model, voice, welcome message and instructions.
Tool settings for an MCP server connection, with function parameters listing the server URL and the allowed tools, and a field to attach the tool to assistants.
Give assistants tools: your APIs, workflows and MCP servers.

Everything included

What you get in AI Copilot

Sales & opportunity management

  • Record summarisation Instant natural-language overviews of leads, accounts and deal stages, drawn from scattered activity histories.
  • Meeting preparation Pulls context, recent updates and related documents from CRM records before a client call.
  • AI lead scoring Evaluates and ranks prospects automatically, based on engagement and conversion criteria.
  • Predictive analytics Forecasts pipeline risks and recommends the next best actions to close deals faster.

Communication & email assist

  • Smart email drafting Writes personalised replies and follow-ups in your email, using context from the CRM.
  • Thread summarisation Condenses long email chains into key action items and logs the notes back into the CRM.
  • Meeting insights Captures call notes, highlights key takeaways and schedules follow-up tasks from your online meetings.

Customer service & support

  • Case summarisation Rapid status recaps of open support tickets and their issue histories.
  • Automated data entry Extracts details from customer messages to update or close tickets without manual typing.
  • Knowledge base generation Pulls solutions from your document library and internal web sources to draft help articles and customer replies.
  • Intent-driven routing Identifies customer intent in real time and routes each inquiry to the right agent.

Natural-language search & custom agents

  • Data chat Ask questions about your business data in plain English, such as what changed on an account since last week.
  • Low-code custom agents Build role-specific or autonomous AI agents that connect with your enterprise APIs and workflows.

Works hand in hand with

All features

Your pipeline won't wait. Neither should you.

Start your 14-day free trial today. No credit card, no sales call, and your data imports in minutes.

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