AI Assistant
Summaries, draft replies and answers from your own records, checked by a person.
Ticket summaries, draft replies, client briefs and a chat that looks things up in your records, using only what each person can see.
- Ticket summaries and draft replies
- Client briefs
- Chat over your own records
- Spreadsheets and documents on request
- Private chats
Why it matters
Catching up on a long ticket, writing the same kind of reply again, or pulling a list together for a meeting takes time every day. General AI chat tools can't see your records, and pasting client data into them is a risk.
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Faster catch-up
A long ticket summarised in seconds.
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Better replies, sooner
A draft reply to edit, not a blank box.
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Answers without digging
Ask how many open tickets, renewals due or overdue invoices, and get the list.
How it works
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Turn it on
An administrator adds an Anthropic API key.
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Use it on a record
Summarise a ticket, draft a reply or brief a company.
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Ask in the chat
Ask about your records and follow up in the same chat.
What AI Assistant does
Teams who want AI help with their own records without pasting client data into another tool.
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On the record
Ticket summaries, draft replies and client briefs, each saved as a chat to follow up.
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A real chat
Your chats on the side, Markdown answers, Enter to send.
- Rename and delete chats
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Looks things up
Clients, tickets and counts, using only what the person asking can see.
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Files on request
A CSV spreadsheet or a document, downloadable only by you.
- Attach a PDF, image or text file to a question
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Private
Each chat is private to its owner; administrators can't read others' chats.
- Kept for the days you choose
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Under control
Off until a key is added; a monthly limit; nothing sent or saved without a person.
Who it is for
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An IT provider / MSP
Summarise a long ticket before a call and draft the reply.
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An account manager
Brief yourself on a client before a review meeting.
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An owner
Ask for overdue invoices or renewals due and get the list as a spreadsheet.
Works with the rest of CRM-NG
- Service Desk
Ticket summaries and draft replies.
- CRM
Client briefs and lookups.
- Renewals
Ask which renewals are due.
Questions
Which AI does it use?
Claude, from Anthropic, with your organisation's or your own key.
Can it see everything?
No. It only looks up what the person asking can open.
Does it send anything by itself?
No. Every suggestion waits for a person.
Can others read my chats?
No, not even administrators.
See AI Assistant running on your own data.
Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.