AI platform

Your chatbot. Your key. Your data.

EasyCRM adds an AI chatbot to your website that answers from your own knowledge base – no shared model, no shared key. Each company connects its own AI provider: OpenAI, Anthropic Claude, Mistral AI, or a self-hosted model. And the AI assistant built into the unified inbox helps agents write faster and better.

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AI chatbot on your website

A chatbot powered by your knowledge base, embedded on your site

Upload documents (PDF, Markdown, HTML), URLs, FAQ entries, or plain text – EasyCRM indexes them into your private vector knowledge base. The chatbot embedded on your website answers exclusively from that base: it does not hallucinate or mix in outside data. When a customer asks something the knowledge base cannot answer, the chatbot says so and offers to hand the conversation to a live agent. Data isolation between organisations is guaranteed at the architecture level.

Sources: PDF, Markdown, HTML, URLs, FAQ, plain text
Private vector knowledge base – isolated per organisation
Chatbot answers only from your base, no hallucination
Embeddable widget – one script line on your site
SK and EN language support in conversations

PDF

URL

FAQ

AI chatbot

CRM actions and human handoff

The chatbot creates leads and hands off to a human agent

The AI chatbot is not just a static FAQ – it can act. When a customer shows interest, the chatbot can look up a company in the business registry, create a lead directly in the CRM, book a meeting, and check an order status. If the customer asks for a live agent – or if the chatbot determines the situation cannot be resolved automatically – it transfers the conversation to the EasyCRM Unified Inbox together with an AI summary of the entire exchange. The agent instantly knows what it is about and does not need to ask the customer to repeat themselves.

Business registry company lookup
Automatic lead creation in the CRM
Meeting booking via the calendar
Order status check
Human handoff with AI conversation summary to the Unified Inbox

Lead vytvorený

Firma overená

Stretnutie rezervované

Handoff do schránky + AI zhrnutie konverzácie

AI assistant in the inbox

AI right inside your conversations – drafts, summaries, translation

The AI assistant is not just a website chatbot – it is also built into the EasyCRM Unified Inbox. When an agent opens a conversation, the AI suggests a reply based on the thread history and contact context. Long thread? The AI summarises it in a few sentences. Customer writing in another language? The AI translates the message to SK or EN. The assistant also evaluates conversation sentiment and recommends a next action – for example escalation or closing a lead. More CRM-side AI assistant features are rolling out continuously.

Reply draft based on conversation history
Thread summarisation in a few sentences
Message translation to SK or EN
Conversation sentiment evaluation
Next-action recommendation (escalation, lead close)

Navrhnúť odpoveď Zhrnúť vlákno Preložiť

AI návrh odpovede

Sentiment: pozitívny Ďalší krok: uzavrieť lead

Bring your own key (BYOK)

Your key, your provider, your account – encrypted per organisation

EasyCRM does not use a shared platform AI key. Each organisation connects its own AI provider – OpenAI (ChatGPT), Anthropic (Claude), Mistral AI, or a self-hosted / OpenAI-compatible endpoint (Ollama, vLLM). The API key is entered in the settings and is encrypted per organisation – it is never shared between companies. You pay for tokens directly to your AI provider, not to EasyCRM. The embeddings provider is configured separately.

OpenAI (ChatGPT) Anthropic (Claude) Mistral AI Try EasyCRM for free

Enter the key in EasyCRM under Settings → AI platform. Without a key the CRM works fully – just without the AI chatbot and assistant.

What you get

AI you actually understand and control

Chatbot answers only from your knowledge base – no hallucination
Your key, your model, your compute spend – nothing extra billed by EasyCRM
Human handoff with AI summary – the agent instantly knows what it is about
AI assistant in the inbox saves time on every conversation
Tenant isolation – other organisations cannot access your knowledge base
Built-in safeguards – rate/budget caps, content moderation, audit log
Support for OpenAI, Anthropic, Mistral, Ollama, vLLM and other compatible endpoints

Frequently asked

AI platform questions

: Yes. The key is encrypted at rest and stored per organisation – only your organisation has access to your key. EasyCRM never shares keys between companies or uses them for its own purposes.
: Supported providers are OpenAI (ChatGPT – e.g. GPT-4o), Anthropic (Claude – e.g. claude-sonnet), Mistral AI, and any OpenAI-compatible endpoint – including self-hosted solutions such as Ollama and vLLM. You choose the specific model in the settings.
: No. You pay for tokens directly to your AI provider (OpenAI, Anthropic, Mistral…). EasyCRM only lets you connect your own key – it takes no cut of tokens and adds no AI surcharge.
: Yes. If you run your own OpenAI-compatible endpoint (e.g. Ollama or vLLM), just enter a custom base URL and API key in the settings. Your data never leaves your servers.
: You can upload PDF documents, Markdown, HTML files, URLs (EasyCRM fetches and indexes the page), FAQ entries, and plain text. All sources are private – no other organisation has access to them.
: If a question is outside the knowledge base content, the chatbot openly says so and offers the customer a handoff to a live agent. On handoff it sends an AI summary of the entire conversation to the EasyCRM Unified Inbox so the agent immediately knows what it is about.
: Yes. The platform includes rate and budget limits (protecting against accidental quota exhaustion), content moderation (inappropriate content filtering), and an audit log of all AI calls. Tenant isolation ensures your data stays strictly within your organisation.

Add an AI chatbot to your website – with your own key

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