Adding an AI assistant to your CRM, ERP, or HRM

Most teams already have the data they need. It sits in a CRM, an ERP, an HRM, and a handful of spreadsheets. The problem is reaching it: finding the right screen, the right filter, the right report. An AI assistant built into those systems turns that search into a conversation.

What an embedded assistant can do

• Answer questions such as "Which deals over ₹5 lakh had no activity this month?" straight from CRM data
• Draft follow-ups, quotations, and leave approvals using the record the user is looking at
• Search across modules: customers, orders, invoices, and employee records in one place
• Trigger actions with a confirmation step, such as creating a task or updating a status

Connect to the data you already have

We connect assistants through each system's own APIs or a read-only reporting database, never by copying data into a chat tool. Every request runs with the signed-in user's permissions, so a sales executive only sees what their CRM role allows.

Choose where the model runs

Some businesses are happy with leading cloud models from OpenAI, Anthropic, or Google. Others need data to stay on their own servers. Open models hosted in your cloud account or on-premises make that possible, with the same assistant experience for your team.

Start small, measure, then expand

Pick one high-volume task, such as answering "where is my order?" or preparing a weekly pipeline summary. Measure time saved and accuracy for a few weeks, keep a human review step, then add the next workflow.