Built into every CRM-G app

AI that works
in your CRM.

Not a chatbot in a sidebar. Per-app agents that execute real, governed tool calls on your data — with your identity, your permissions, and PII redaction by default.

Request a demo See what it does

assistant.session

Find all open opportunities over $100k closing this quarter and create a follow-up task for each owner.

Found 14 opportunities matching your criteria across 9 owners. Creating follow-up tasks now…

tool · crm.opportunity.list → 14 rows

tool · crm.activity.create × 14

Done. Tasks assigned to 9 owners, due Friday. Want me to summarize the at-risk deals?

Acts as the signed-in user · RLS + audit PII redaction & guardrails ai.gateway

Capabilities

Everything the assistant can do, your admin controls.

The AI layer is a native platform module — the same tenant isolation, permissions, and audit trail as every other part of CRM-G.

Per-app agents

Sales and Service agents ship with every tenant — each with its own persona, topic routing, and scope. Talk to the agent that knows your app.

Governed topics & actions

What the AI can see and do is defined by topics and actions your admin controls — not by whatever the model improvises.

Your identity, your permissions

Every tool call runs as the signed-in user. Row-level security, access scopes, and the audit trail all behave exactly as if you clicked it yourself.

Knowledge retrieval

Answers grounded in your knowledge base — documents and crawled pages indexed with vector search, scoped per tenant.

PII redaction & guardrails

Sensitive fields are redacted before the LLM sees them. Input/output filtering and per-tenant guardrails ship by default.

Simulator & analytics

Admins test agents in a chat simulator before rollout, then track usage with per-tenant analytics and AI token quotas.

Governance

Writes are a privilege, not a default.

AI that changes your data has to earn trust. The AI layer treats every write as a governed, confirmable, auditable event.

Confirmation on writes

Creates and updates are proposed first — you confirm before the action executes. No silent mutations.

Full audit trail

Every AI-initiated action lands in the same append-only audit log as human actions, attributed to the user who asked.

Connections

A Salesforce connector and a Slack gateway extend the assistant beyond the CRM — governed by the same action framework.

AI that works in your CRM.