A CRM Co-Pilot That Runs Your Pipeline — From Chat, Email, or a Slide-Out on Any Admin Page.
The same AI, reachable three ways: full chat UI, a slide-out widget on every admin page, and your inbox. It doesn't just answer questions — it creates contacts, moves deals, logs activities, enrolls people in automations, generates documents, and runs scheduled tasks. Full read-write access to your CRM, with memory and a self-building wiki underneath.
A Real CRM Co-Pilot — Not Just Read-Only
The assistant has full read AND write access to your CRM. Ask it to pull up a contact, log a note on their timeline, create a deal, move a deal to "Qualified", tag a contact as VIP, create a follow-up task, or enroll someone in a nurture automation — and it does it. In the chat, from an email, or from the slide-out widget anywhere in your admin panel.
This is what turns the assistant from "an AI that knows things" into an AI that actually runs your CRM for you. No more clicking through four screens to move a deal and log a note — just tell the assistant what happened on the call and it updates everything.
- Contacts — search, create, update, tag, remove tags, add notes
- Deals — search, create, move stages (auto-sets won/lost status), update value
- Pipelines — list all pipelines with stages, deal counts, and total values
- Tasks — create with due dates and priority, mark complete, list open/closed
- Activities — log notes, calls, emails, and meetings on contact timelines
- Automations — list workflows and manually enroll a contact in a sequence
- Stats — pull a CRM dashboard summary for any time period in one sentence
The Slide-Out Assistant — Available on Every Admin Page
Click the sparkles FAB in the corner of any admin page and the full AI assistant slides out alongside whatever you're doing. It already knows what page you're on — contacts, deals, automations, email templates, analytics, scheduled tasks — and tailors its context to match.
Ask "who are my most recent leads?" from the dashboard. Ask "move this deal to proposal sent" from the CRM pipeline page. Ask "why isn't this automation firing?" from the automations page. The assistant answers in-place, performs the action, and you never lose your spot.
- Floating action button on every admin page — one click to open
- Auto-detects the page you're on and adjusts its context
- Compact or expanded width, with a one-click jump to the full chat view
- Same runtime as the full chat — shares history, memory, tools, and documents
- Works everywhere: CRM, leads, analytics, reports, blog, voice agent, scheduled tasks
Three Ways to Talk to the Same Assistant
The same AI — with the same tools, memory, and knowledge — is reachable three ways: the full-screen chat UI, the slide-out admin widget on any page, and your inbox.
Start a conversation on your laptop in the slide-out, continue it on your phone via email, and the assistant picks up exactly where it left off. Every channel writes to the same session history and the same long-term memory.
- Full chat UI at /admin/ai-assistant/chat — for focused work, document generation, and long conversations
- Slide-out widget — quick questions and one-click CRM actions without leaving the page you're on
- Email — send the assistant a message from any inbox; it replies with the answer or the generated document
- All three channels share the same CRM tools, wiki, documents library, memory, and scheduled tasks
A Self-Building Wiki — The Assistant Writes Its Own Reference Manual
Every document you upload, every conversation the assistant has, every scheduled task it runs — it all becomes raw knowledge. The assistant continuously reviews that knowledge and curates it into a clean, structured internal wiki: one page per topic, deduplicated, categorized, and linked.
When you open the Wiki in your admin panel, you see every page the assistant has written about your business — pricing, processes, service catalog, team policies, vendor notes, client-specific context — each with a confidence score (High / Medium / Low), the source documents it was built from, cross-links to related pages, and a version history. Stale or unsupported information is flagged automatically.
- Auto-generated, auto-updated pages with confidence scoring
- Source traceability — click any page to see exactly which uploaded docs or conversations it came from
- Linked pages — the wiki builds its own internal cross-reference graph
- Version history per page with full diff trail
- Category-filtered search across the entire wiki
- Separate wikis per agent — the FAQ bot has one too, scoped to customer-facing knowledge
A Documents Library for Everything the AI Generates
Every PDF, DOCX, XLSX, PPTX, or CSV the assistant produces is automatically saved to a searchable library. You never lose a proposal. You never have to dig through email to find last quarter's report.
Open the Documents page and you get a full archive — sortable by date, filename, or size, filterable by type, with one-click preview and download. Delete, re-download, or attach any document to an email or a new chat without regenerating it.
- Every assistant-generated file auto-saved with metadata (session, user, timestamp)
- Filter by PDF, DOCX, PPTX, XLSX, or CSV
- Sort by creation date, filename, or file size
- One-click download, preview, and delete
- Shared across your team — anyone with admin access can pull any document
Scheduled Tasks — Your AI Works While You Sleep
Set it and forget it. Schedule recurring tasks — daily competitive reports, weekly lead summaries, monthly business analyses — and the assistant runs them automatically. Results are delivered straight to your inbox at the time you choose, in your timezone.
A landscaping company schedules a "Monday morning lead summary" at 7 AM. A law firm gets a daily competitive analysis at 6 AM before the partners arrive. A contractor gets a weekly project status digest every Friday afternoon. You define the task once, and the assistant handles it forever.
- Daily, weekly, or monthly schedules with timezone-aware execution
- Delivered via email or webhook — results land in your inbox automatically
- Reply directly to any report email and the AI continues the conversation
- Full execution history with status tracking and duration metrics
- Auto-retry on failure with configurable deactivation after consecutive errors
Two-Way Email — Talk to Your AI From Any Inbox
Your AI assistant has its own email address. Send it a question from your phone, your laptop, your Gmail, your Outlook — anywhere. It reads your message, thinks about it using your full business knowledge base, and replies. Attach a PDF and it reads that too. Need a document back? It generates one and attaches it to the reply.
This isn't a simple auto-responder. It's the same intelligent assistant you use in the chat — with full memory, full knowledge base access, and full tool capabilities — accessible from any email client in the world.
- Dedicated email address for your assistant (e.g., assistant@yourdomain.com)
- Send documents — PDFs, Word files, spreadsheets — and the AI reads and analyzes them
- Receive documents — the AI generates proposals, reports, and spreadsheets and attaches them
- Multi-turn email threads with full context preserved across messages
- Reply to scheduled task emails to ask follow-up questions about the results
- Email whitelist for access control — restrict who can email the assistant
Generate Real Documents — PDFs, Spreadsheets, Proposals
The assistant doesn't just write text in a chat bubble. It generates actual downloadable documents — proposals, reports, invoices, spreadsheets, summaries. Ask it to write a proposal for a client and it produces a formatted PDF. Need a budget spreadsheet? A competitive analysis? An NDA? It builds them and gives you a download link.
Generated documents work across all channels. Create them in the chat and download instantly. Trigger them from a scheduled task and receive them via email. Request them by emailing the assistant and get them back as attachments.
- PDF proposals and summaries — professional formatting ready to send to clients
- Excel spreadsheets — multi-sheet workbooks with headers, formatting, and formulas
- Documents appear in a preview panel alongside the chat — review before downloading
- Email delivery — documents attach automatically to outbound emails
- Scheduled tasks can generate and deliver documents on a recurring basis
Upload Files Directly Into the Conversation
Drag and drop a PDF, Word document, spreadsheet, or CSV right into the chat. The assistant extracts the text and uses it as context for the conversation. Upload a contract and ask for a summary. Drop in a competitor's proposal and ask for a comparison. Attach last month's financials and ask for analysis.
- Supports PDF, DOCX, XLSX, CSV, TXT, Markdown, HTML, JSON, and XML
- Up to 20 MB per file with automatic text extraction
- File status indicators — uploading, processed, or error
- Extracted content becomes part of the conversation context
- Works in chat and via email — send attachments to the AI's email address
15 Pre-Built Skills — Proposals, Analyses, Reports, and More
The assistant comes pre-loaded with 15 professional skills across 5 categories. Each skill is a detailed, structured workflow — not a generic prompt. When you ask for an NDA, the assistant follows a step-by-step process: gathers the required information, applies the correct format, generates the document, and delivers it.
Skills are searchable by category, output type, or keyword. The assistant automatically discovers which skill to use based on your request. You can also add custom skills specific to your business.
- Document Generation — NDA, Invoice, Project Proposal, Statement of Work, Meeting Notes
- Analysis & Strategy — SWOT Analysis, Competitor Analysis, Cost-Benefit Analysis
- Communication — Follow-Up Email, Cold Outreach, Customer Complaint Response
- Data & Reports — Project Tracker (Excel), Budget Template (Excel), Contact List (Excel)
- Creative — Business Plan Outline
- The AI can also create its own skills — teach it once, and it remembers the workflow
Search Your Actual Business Data
Alongside the CRM write tools, the assistant can query everything else in your business — leads, voice call records, FAQ conversations, deal history, automation enrollments. Ask "how many leads came in this week?" or "which deals have been sitting in Proposal for more than 10 days?" and it searches your live database. No export needed. No spreadsheet hunting.
This turns the assistant from a knowledge-only tool into something that interacts with your live business systems. It knows what's happening right now, not just what you told it last month.
- Search leads by name, email, phone, source, or date range
- Query voice call records — duration, summary, outcome
- Pull FAQ bot conversation history and session summaries
- Get real-time business statistics, pipeline health, and trends
This One's Just for Your Team
The FAQ Bot talks to your website visitors. The AI Assistant is different — it's internal, invite-only, and lives behind your admin login. Visitors never see it. It's your team's tool.
Everyone Gets Access
Add team members with their own logins. Every person on your team gets their own AI assistant session — their own conversation history, their own remembered context. The assistant treats each person as an individual.
One Source of Truth for Your Whole Team
The same knowledge base that powers your FAQ bot powers the Team Assistant. Your services, your pricing, your policies, your processes — upload the documents once and everyone can access that information through natural conversation.
New team member who doesn't know the service catalog? They ask the assistant. Someone needs the exact policy on after-hours calls? They ask the assistant. The answer is accurate because it came from your actual documents — not from memory or a guess.
Remembers Everything — Across Chat, Email, and Tasks
The assistant builds long-term memory for each team member individually. It learns preferences, context, and history — and that memory works everywhere. Mention in a chat session that you're handling the Dartmouth accounts, and the assistant remembers that when you email it next week asking for a report.
Memory is unified across all channels. Chat, email, and scheduled tasks all feed the same memory. The assistant gets smarter over time — not just for the business, but for each individual person on your team.
A Notes Panel That Works With You
The assistant has a live scratchpad that sits alongside your conversation. As you work, it tracks tasks, notes, and context — visible in a side panel in real time. Ask it to plan a project and watch the task list build itself. Mention something important and it adds a note automatically.
Tasks have priorities (high, medium, low) and statuses (pending, completed). Notes capture key information from the conversation. Context stores key-value pairs the assistant references later. Everything persists across sessions — come back tomorrow and your notes are still there.
Connect External Tools via MCP
The assistant supports MCP (Model Context Protocol) servers — meaning it can connect to external tools and APIs during a conversation. Query your CRM, check project status, pull data from an internal system, or trigger workflows in external platforms.
MCP servers are assigned per agent with health monitoring and priority ordering. This turns the assistant from a knowledge-only tool into something that can interact with your actual business systems.
Built-In Fact-Checking
Enable fact-checking and a second AI model reviews responses before they're delivered. It cross-references the answer against your knowledge base and flags anything that looks inaccurate or unsupported. This runs on a separate LLM — a genuine second opinion, not the same model checking its own work.
Full Chat History. Resume Any Conversation.
Every conversation is saved and browsable from a sidebar. Start a new chat, or pick up exactly where you left off — the assistant remembers the full context of every previous session. Your scratchpad, notes, and tasks carry over too.
This means long-running projects don't lose context. Ask the assistant about something you discussed three weeks ago and it can pull up the conversation and continue from there.
Knowledge That Stays When People Leave
In most small businesses, institutional knowledge lives in people's heads. When someone leaves, it walks out the door with them. New hires spend months piecing together context that the previous person knew instinctively.
When your business knowledge is in the knowledge base, it stays. The assistant always knows what you've told it. Onboarding gets faster. Dependence on any one person goes down. The business gets more resilient.
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