Sales
Summaries
A short summary of any lead, account, contact, deal or case, from its fields and activity.
Lead scoring & ideal-customer fit
Scores a lead and checks it against the ideal-customer profile you write in Settings.
Deal risk & next best action
Flags stalled or at-risk deals and suggests the next step.
Meeting briefs
Everything to know before a meeting with an account, on one page.
Email & quote drafting
Drafts the next email or the copy for a quote from the record in front of you.
Service
Case triage
Suggests a priority, a case type and a first response for new cases.
Suggested answers
Finds knowledge-base articles that answer a case.
Case-to-article
Turns a resolved case into a draft help-center article.
Insight
Ask AI (reports)
Ask a question in plain English and get a chart-ready answer from your data.
AI digest
A weekly or monthly summary of pipeline, wins, losses, cases and overdue work.
Meeting recap
Turns meeting notes into a recap and one-click follow-up tasks.
Copilot
Ask questions about your CRM from anywhere in the app.
Data
Duplicate suggestions
Spots likely duplicates so you can merge them.
Import mapping
Suggests how the columns of an import file map to your fields.
Setup assistant
Helps configure a new workspace for how your business works.
Questions
Does AI cost extra?
No. AI is included in every seat. The built-in model includes 100 AI requests per active user per month (at least 300 per workspace), which resets on the 1st. If you connect your own Anthropic or OpenAI key, requests made with it are unlimited — you pay your provider directly.
Which models does it use?
By default, a built-in open model (Llama 3.3 70B) running on Cloudflare Workers AI — no key needed. Admins can switch to Anthropic Claude or OpenAI GPT models by adding their own API key in Settings → AI.
Can AI see records I’m not allowed to see?
No. Every AI feature only reads records the person asking can open, the same rule the rest of Ayidhu follows. Reports, digests and copilot answers are limited the same way.
Where does my data go?
With the built-in model, prompts are processed on Cloudflare Workers AI. With your own key, they go to the provider you chose, under your agreement with them. AI can be switched off for the whole organization in Settings → AI.
Can I connect my own AI agent?
Yes. Ayidhu includes an MCP (Model Context Protocol) server. Connect an assistant such as Claude with an API key and it can search, read and — with a read-write key — update records, with exactly the key member’s access.
Building your own integration? See the developer platform.
