Ask your CRM, get the table
Managers ask in everyday words and get answers from live records, as tables with follow-up questions. Dashboards and reports read the same numbers, and every AI query stays within the asker's permissions.
- Shown with
- Loyalty programme
- Property management
- Also fits
- Retail
- Insurance
- Customer service centres
- Clinics
- F&B groups
- Lending
From a question to a decision
Sample: HarbourPlace Rewards, a fictional mall loyalty programme.
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01 Management
Ask in everyday words
No report builder needed. The AI assistant queries the records and answers with a table and suggested follow-up questions.
In the demo 「Gold 會員有幾多人 30 日內有積分到期？」 1,286 members, 157 redemptions after the reminder.
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02 Management
The same numbers on the dashboard
KPI tiles, trends and distributions are built on the same live records, so marketing, service and management read the same figures.
In the demo 48,210 active members, WhatsApp read rate 77%, case SLA met 96%.
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03 Management
Group any object by any field
Reports group any object by any field, with totals, averages and charts, and refresh on demand.
In the demo Points earned, redeemed and expired by month and tier.
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04 IT / Admin
Every query is controlled
The AI sees only what the signed-in user may. AI activity is audited, monitoring shows calls, tokens and failures, and usage limits are set by team and user.
In the demo Messages, success rate, LLM calls and tokens, by user and team.
Which estate had the most repairs?
An operations manager asks in one line. The AI assistant queries 574 work orders and answers with a table by estate, ready to drill into.
Sample: Contoso Property, a fictional property manager.
