CRM assistant

The proposed experience

Bring the workflow closer.

Bring customer context and draft updates into the conversation. The interface and process are adapted to your organisation, with aXtura as the employee entry point.

• Find permitted customer records
• Summarise account context
• Draft notes and next steps
• Confirm changes before writing to CRM

How the workflow could work

1. Choose a customer or opportunity
2. Retrieve information within your permissions
3. Prepare a note or proposed change
4. Review and confirm before updating CRM

Connected to your environment

Integration areas: CRM. We review the source system, available APIs, authentication, user permissions and data flows before defining the implementation.

Existing access permissions remain the starting point. Read and write operations, notifications and supported aXtura client versions are documented for your project.

AI with a reviewable result

The knowledge sources, model provider and hosting are selected for your requirements. Answers and drafts can contain errors: source references, human review and an escalation route are part of the design.

An assistant must not change records or send messages without the confirmation required by the agreed process.

Make it fit your organisation

We can assess your forms, fields, roles, terminology, routing rules and visual requirements. The agreed scope identifies the application work, connected systems, test cases and support responsibilities.