The Assistant is the screen where you ask AgentticCRM for what you would otherwise do by hand: find a figure, prepare a task, square what you billed against what you collected. It works under your name and your permissions, shows you what it is about to change before it changes it, and everything it does is written down.
AgentticCRM's Assistant screen with fictitious data: on the left the conversation, with a question about a client's unpaid invoices and the answer with the amount, the dates and the records it came from; below it the box to write in. A task for Friday is requested and the Assistant presents it as a card with the step it would take, the client and the assigned person, and the Approve and Reject buttons. The person opens Edit, changes the priority, approves, and the card turns to Done with the link to the new task. On the right, the list of the person's own conversations with the pinned ones, today's and this week's.
The Assistant has a screen of its own inside AgentticCRM. You ask which of a client's invoices are still unpaid, you ask it to leave a task to review a proposal on Friday, and it searches, answers and leaves the work ready.
It reaches no further than you do. Before each action it reads your role and your permissions again, so it can neither look at nor touch anything you would not see by opening the matching screen with your own sign-in.
And every conversation is yours: it is kept in a list alongside, which you can rename, pin to the top, archive or delete. Nobody else on your team sees it.
You ask about a client, a balance, a ticket or the week ahead and it answers with the figure and a link to the record it took it from.
The project with its phases, the task with an owner and a due date, the ticket or the meeting. You look at the card and confirm.
It opens an opportunity, moves it a stage on, prepares the proposal and turns it into an invoice as soon as the client accepts.
It compares what a client was billed with what they paid, reviews open balances and points out projects dragging an overdue invoice behind them.
Email writing assistance drafts and improves text for you to review and send. Connected external agents can also propose sending messages, which requires your approval before execution.
It searches your organization's documentation to answer how something is done in your house, not how it is done in general.
They are two different things and it pays not to mix them up. You can use one, the other or both.
A connection holds no permissions of its own. The ones that count are those of the person it stands for, and with no identified person behind it there is no call at all, not even to look something up.
The answer arrives as a card with the steps it would take and the details of each one. On the same card it also states what it will not do.
You drop the steps you do not want and correct the fields right there. Nothing happens until you approve, and a proposal left sitting expires on its own.
Every action carried out keeps who asked for it, who approved it and exactly what changed. That also shows on the record of the client, invoice or ticket it touched.
In Agent activity you see each change and put it back the way it was. When an action cannot be walked back — an invoice already issued, a corrected receipt — the screen says so right where the button would be, and offers the correction that does apply.
The Assistant runs on credentials from whichever artificial-intelligence provider your organization hires. You pick the house, you watch the consumption and you swap it whenever you want. We resell nobody's capacity and we tie you to no single provider.
You can connect OpenAI, Anthropic, Google Gemini, OpenRouter, DeepSeek, GLM by Z.ai, Kimi by Moonshot or Huawei Cloud MaaS. What you store is encrypted and never travels back to the browser: the screen only shows whether an account is connected.
No. Before each action it checks your role and your permissions again against what is on file at that moment. If your role changes today, what you can ask of it changes today.
Yes, and that is deliberate: you connect the account of the provider you already use or want to try. Your organization decides who it works with, sees what it spends and can take that relationship elsewhere.
Yes. From ChatGPT or Claude you add AgentticCRM as a connection, confirm once, and from then on it works in your name and with your role. Under My agents, inside your profile, you see when you last used it and disconnect it with one click.
It depends on the action. Agent activity offers undo when appropriate and the record still allows it. Sends and irreversible deletions require prior approval and cannot be undone; an issued invoice or a payment is corrected with the appropriate transaction.
In Agent activity, change by change, and also on the record of the client, invoice, task or ticket it touched. Who asked for it and which connection it came through are both noted.
No. Each conversation belongs to whoever opened it and only that person reads it. What is shared is the record of the actions that actually went through.
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.