AI assistant and chatbot
AI chatbot for your website. AI assistant for your team.
EasyCRM brings AI on two fronts: an embeddable chatbot on your website that answers from your knowledge base and creates leads – and an AI assistant built into the Unified Inbox that helps agents write faster, better, and with more context. All via your own AI key.
Chatbot on your website
An embeddable chatbot that knows – and knows when to hand over
Upload documents, URLs, or FAQ entries – EasyCRM indexes them into your private knowledge base. The chatbot embedded with a single script line answers exclusively from that base. When a customer asks something outside its content, the chatbot says so and offers a human handoff. It transfers the full conversation to the Unified Inbox along with an AI summary so the agent immediately knows what it is about. The chatbot can also create a lead, look up a company in the registry, or check an order status.
- Knowledge base: PDF, Markdown, HTML, URLs, FAQ, plain text
- Private vector base – isolated per company
- Chatbot answers only from your base, no hallucination
- Human handoff with AI summary to the Unified Inbox
- CRM actions: leads, company lookup, meetings, order status
AI assistant in the inbox
Reply draft, summary, sentiment and translation – right in the inbox
The AI assistant lives inside every conversation in the Unified Inbox. It suggests a reply based on the thread history and contact context. Long thread with dozens of messages? The AI summarises it in a few sentences. Customer writing in another language? The AI translates. The assistant also evaluates conversation sentiment and recommends a next action – for example escalation to a manager or closing a lead. More CRM-side AI assistant features are rolling out continuously.
- Reply draft based on thread history and contact context
- Thread summarisation in a few sentences
- Message translation to SK or EN in one click
- Sentiment evaluation (positive / neutral / negative)
- Next-action recommendation
Safeguards and security
Tenant isolation, rate limits and audit log – no compromises
The AI platform in EasyCRM is designed to give you control and confidence. Your knowledge base is strictly isolated – no other organisation can access it, even theoretically. Rate and budget limits protect against unplanned quota or cost exhaustion. Content moderation filters inappropriate content before it reaches the chatbot. Every AI call is recorded in the audit log with a timestamp, so you always know what happened and when.
- Tenant isolation – other organisations cannot access your base
- Rate and budget limits – protection against unplanned spend
- Content moderation – inappropriate content filter
- Audit log of all AI calls with timestamps
- BYOK – your key, your model, your compute spend
Provider setup (BYOK)
Connect your own AI provider
The AI platform runs in BYOK mode – each company enters its own API key. Find the configuration on the AI platform integration page.
What you get
AI that works for you – safely and transparently
- Chatbot answers 24/7 from your knowledge base – no hallucination
- Customers get an immediate answer; agents only step in when needed
- AI assistant in the inbox shortens the time of every reply
- Human handoff with AI summary – the agent instantly knows what it is about
- Your key, your model – you pay for tokens directly to the AI provider
- Tenant isolation and audit log – your data is yours alone
Frequently asked
AI assistant questions
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