Your chatbot. Your key.
EasyCRM adds an AI chatbot to your website that answers based on your own knowledge base – with no shared platform key. Each company connects its own AI provider: OpenAI, Anthropic Claude or Mistral AI. The AI assistant in the unified inbox also helps agents with reply suggestions. AI features require the Pro plan or the AI add-on.
A chatbot built on your knowledge base, right on your website
Upload files (PDF, Markdown, text, HTML), URLs, FAQ entries or free text – EasyCRM indexes them into your organisation's knowledge base. The chatbot embedded on your website answers based on this base. When a customer asks something the base does not cover, the chatbot can hand the conversation over to a live agent. The knowledge base is kept per organisation. Answers are generated by the model you connect, so we recommend reviewing them in practice.
- Sources: PDF, Markdown, text, HTML, URL, FAQ, free text
- Knowledge base kept per organisation
- The chatbot answers based on your base
- Embeddable widget through a script on your website
The chatbot creates leads and hands over to a human agent
The AI chatbot is not just a static FAQ – it can act. It can look up a company in the business registry, create a lead in the CRM, book a meeting and check an order status. If a customer asks for a live agent, the chatbot can hand the conversation over to the EasyCRM unified inbox together with an AI summary of the conversation, so the agent knows what it is about.
- Company lookup in the business registry
- Lead creation in the CRM
- Meeting booking
- Order status check
- Handover to a live agent with an AI conversation summary in the unified inbox
AI right inside conversations – suggestions, summaries, translation
The AI assistant is also built into the EasyCRM unified inbox. With a conversation open, an agent can request a suggested reply, a summary of a long thread or a translation of a message. The assistant can also assess the sentiment of a conversation and suggest a next step.
- Reply suggestion based on the conversation
- Summary of a long thread
- Message translation
- Conversation sentiment assessment
- Next-step suggestion
Your key, your provider – encrypted per organisation
EasyCRM does not use a shared platform AI key. Each organisation connects its own AI provider – OpenAI (ChatGPT), Anthropic (Claude) or Mistral AI. The API key is entered in settings and stored encrypted per organisation. You pay for tokens directly to your AI provider. Content processed by AI features is sent to the provider you have connected. The embedding provider is configured separately.
You enter the key in EasyCRM under Settings → AI platform. Without a key the CRM works without the AI chatbot and assistant.
AI you control
- The chatbot answers based on your knowledge base
- Your key, your provider – you pay for tokens directly to them
- Handover to a live agent with an AI summary
- AI assistant in the inbox: reply suggestion, summary, translation
- Knowledge base kept per organisation
- Limits on chatbot replies and token usage tracking
Questions about the AI platform
Add an AI chatbot to your website – with your own key
Register for free. The AI chatbot and AI assistant require the Pro plan or the AI add-on.