AI assistant

In the conversation, change deal stages, edit deals and contacts, complete or reschedule your sales activities, create or convert leads and comment on deals, contacts or leads. Ambiguous names are clarified before preview and approval.

Exclude or reinstate contacts, add findings, remove relationships, assign people, set bases and potential, set blocking exceptions and lift technical delivery blocks.

AI rejects cases, passes on corrections, changes classifications, saves drafts, requests initial contact drafts, sends your approval emails and approves cases.

AI requests follow-up drafts, postpones processes, clarifies uncertain actions, retries failed actions, recalls processes and edits or disqualifies leads.

AI creates draft quotes, replaces deal teams, sets hot flags, undoes stage changes, edits or reopens activities and reschedules appointments.

AI reviews, qualifies, merges and assigns leads, recalculates their score, saves deal offers and converts deal documents.

AI decides on suggestions, checks websites, manages contact methods and allocation exceptions, merges contacts and reverses merges.

AI manages business blocks, tags and delivery suppression and generates UID research and qualification suggestions after clarification, preview and authorisation.

Collects rules, experience, and knowledge about customers and the market, with source and validity. Suggestions only take effect once a person accepts them.

Shows jobs sent to the AI assistance with status, error, model and open field suggestions, plus the provider status.

A computer in your company collects the Sales | base AI drafts (replies, follow-ups, corrections) and writes them with your own Claude subscription. Classifying incoming mails stays with the KMU | base AI service. If it does not deliver within the time limit, the AI service takes over. You sign in to Claude on your computer.

The AI prepares enabling or disabling public registration, consent wording, a tag and a privacy link. The card shows the settings; only your approval saves them.

Create, fully edit or delete scoring and assignment rules and replace the complete rule order for leads or deals. Targets are resolved from authorised people and teams.

AI saves campaigns and mailing lists and creates waves. Populating, starting and pausing with a reason require explicit approval.

AI enables or revokes Sales access to your own mailbox, creates prequalification from existing mailbox metadata, disconnects Meta accounts and deletes workflows.

Arrange your dashboard, replace complete sales targets, delete unpublished campaign files, configure social channels and remove sending domains after explicit approval.

Delete deals, contacts and custom objects, revoke sending bases and undo customer matching runs. Suggest columns from CSV, TSV or JSON text and run import profiles with a trial run.

AI saves senders, assigns mailing lists, checks sender DNS and connects or checks sending domains. Measured results and public DNS records are shown after execution.

AI supports these settings after human approval: Save inactivity rules, Save card fields, Save object type, Save field definition, Save field layout.

AI supports these settings after human approval: Save pipeline, Save stage, Deactivate stage, Order stages, Save loss reason, Save source, Order loss reasons, Order sources.

AI supports these settings after human approval: Save reply template, Configure automatic processing, Start follow-up run, Save follow-up template, Save mailbox rules, Remove mailbox rules, Configure third-party mail, Configure next-step requirement.

AI supports these settings after human approval: Save Sales page, Delete Sales page, Order Sales pages, Set Finance company.

Delete personal or authorised shared views and activities, remove object relationships and contact roles, and delete eligible attachments and comments.