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AI chatbot for your website. AI assistant for your team.

EasyCRM brings AI to two places: an embeddable chatbot on your website that answers based on your knowledge base and creates leads, and an AI assistant built into the Unified Inbox that helps agents with reply suggestions. All via your own AI key. Requires the Pro plan or the AI add-on.

Get started free View pricing

An embeddable chatbot with handover to a live agent

Upload files, URLs or FAQ entries – EasyCRM indexes them into your organisation's knowledge base. The chatbot embedded on your website answers based on that base. When a customer asks something outside its content, the chatbot can hand the conversation over to a human agent. It passes it to the Unified Inbox together with an AI summary of the conversation. The chatbot can also create a lead, look up a company in the registry or check an order status. Answers are generated by the model you connect, so we recommend reviewing them in practice.

  • Knowledge base: PDF, Markdown, text, HTML, URL, FAQ, free text
  • Knowledge base kept per organisation
  • The chatbot answers based on your base
  • Handover to a live agent with an AI summary in the Unified Inbox
  • CRM actions: lead, companies, meetings, order status

Reply suggestion, summary, sentiment and translation – right in the inbox

The AI assistant lives inside conversations in the Unified Inbox. On request it suggests a reply based on the conversation, summarises a long thread and translates a message. The assistant also assesses the sentiment of a conversation and suggests a next step.

  • Reply suggestion based on the conversation
  • Summary of a long thread
  • Message translation
  • Conversation sentiment assessment
  • Next-step suggestion

Limits, usage tracking and your own key

The knowledge base is kept per organisation and the API key is stored encrypted. The number of chatbot replies is limited per minute and per conversation, and AI token usage is tracked. Content processed by AI features is sent to the provider you have connected.

  • Knowledge base kept per organisation
  • Limits on the number of chatbot replies
  • AI token usage tracking
  • API key stored encrypted
  • BYOK – your key, your provider

Connect your own AI provider

The AI platform works in BYOK mode – each company enters its own API key. You find the configuration on the AI platform integration page.

View AI integration setup Try EasyCRM free

AI with your own key

  • The chatbot answers based on your knowledge base
  • Customers can get an answer outside working hours; agents step in when needed
  • The AI assistant in the inbox helps with reply suggestions
  • Handover to a live agent with an AI summary
  • Your key, your provider – you pay for tokens directly to them
  • Knowledge base kept per organisation
Unified inbox AI integration setup (BYOK) Web chat

Questions about the AI assistant

The live chat widget (features/web-chat) connects a customer directly with a human agent in the Unified Inbox. The AI chatbot answers based on your knowledge base and can hand the conversation over to a human agent when the customer asks for help or the question goes beyond the base.

The AI chatbot and AI assistant are part of the Pro plan. On the Free and Standard plans the AI add-on unlocks them.

After you upload a file or enter a URL, indexing runs in the background. The chatbot can answer from the new content only once indexing has finished.

You pay for tokens directly to the AI provider you connected with your own key. Token usage is tracked in EasyCRM.

When a customer asks for a live agent, the chatbot can hand the conversation over to the EasyCRM Unified Inbox. It is passed on together with a summary of the conversation so the agent knows what the customer was dealing with.

Add an AI chatbot to your website and an AI assistant to your inbox

Register for free. The AI chatbot and AI assistant require the Pro plan or the AI add-on.

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