Ai Assistant
Your business brain on autopilot. Ask anything, automate everything.
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What it does
The Ai Assistant is a conversational assistant wired into every module of the Ai Engine. It understands your CRM contacts, pipeline deals, email threads, and workflow state. Ask a natural-language question and it answers with live data, not hallucinations.
Under the hood, 23 purpose-built tools let the copilot take action on your behalf. Draft an email, move a deal to the next stage, look up a contact's last interaction, schedule a follow-up, or generate a report. Every tool call shows you what it is about to do before executing, so you stay in control.
Voice is a first-class input. The same AI brain powers the inbound phone IVR via Ai Phones, meaning callers get the same intelligent responses your team sees in the chat window. Text-to-speech is handled by ElevenLabs with aggressive caching for sub-second latency.
The copilot learns from your workflow history and CRM activity to surface proactive suggestions. It notices when a deal has been stuck for a week, when a lead has not been contacted, or when a follow-up is overdue, and nudges your team before things slip through the cracks.
Key capabilities
23 Built-in Tools
From drafting emails to querying your pipeline, each tool is purpose-built for a specific business action with confirmation before execution.
Voice + Text Input
Chat with text or speak naturally. The copilot processes both with the same understanding and can respond via ElevenLabs voice synthesis.
Live Data Queries
Ask about pipeline value, weekly lead count, or a specific contact's history and get answers grounded in your real-time data.
Phone IVR Integration
The same AI model answers inbound phone calls via Ai Phones, routing callers, answering FAQs, and logging interactions in the CRM.
Proactive Suggestions
The copilot monitors your activity and surfaces nudges when deals stall, follow-ups are missed, or workflows need attention.
Confirmation Flow
Every action is presented for your approval before execution. You see exactly what will happen, and can modify or cancel with one click.
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See how Ai Assistant fits into the full Ai Engine platform.
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