1 CRM

AI copilot & assistant

Assistive today, autonomous when you're ready

Draft replies, summarise threads, chat with your CRM data, and — when you're ready — let a configurable AI Assistant handle conversations with guardrails.

  • Suggest reply, draft & conversation summaries
  • "Ask AI" chat over your own CRM data
  • One AI Assistant per channel, with human hand-off
  • One-click OAuth connect for WhatsApp, Messenger & Instagram
1 CRM — AI Assistant
AI AssistantWorking through 4 tasks
Classify intent
Draft reply
Book appointment
Update CRM

“Thanks for reaching out — the XC60 is available for your dates…”

Approved by Sana
Run complete · $0.006 · 5 tool calls

A copilot in every conversation

Ask AI to draft or expand a reply, summarise a long thread with its sentiment and key facts, or suggest the next action. It's human-in-the-loop by default — the agent proposes, your team sends.

Bring your own model, keep your keys

Configure Anthropic, OpenAI, Google or Google Vertex per account. Your API key is encrypted at rest, your system prompt and temperature are yours to tune, and a per-tool access map controls exactly what the AI is allowed to touch.

  • Anthropic, OpenAI & Google model providers
  • Encrypted per-account API keys
  • Monthly USD budget with warn / grace / block ladder

One assistant, every channel, on a leash you hold

Configure a single AI Assistant with its own persona, model and tool access, then bind it to WhatsApp, Messenger, Instagram or your website chat widget. It runs autonomously within the guardrails you set — per-tool access control, budget ceilings and instant human hand-off — with custom HTTP connectors and voice-note transcription when you need it to go further.

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Works well with

Automations & chatbot flows

From simple triggers to full visual chatbots

Automate replies and workflows with trigger-and-step automations, or build full interactive chatbots on a visual flow canvas.

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Shared team inbox

Realtime, collaborative, presence-aware

A collaborative inbox with live updates, teammate presence, per-conversation assignment and unread tracking — no message slips through.

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Ready to answer every customer in one place?

Bring WhatsApp, Messenger and Instagram together with AI that actually helps. Talk to us and we'll get you set up.

Get a demoSee pricing