◆ AI Features

AI agent, actions, drafts, analysis, and memory.

• Ask the AI Bar About Custom Fields & Fix a Mis-Mapped ImportThe AI Bar can see your custom fields — the columns auto-created from CSV imports — so it can count them and move a mis-mapped field into the right standard columns.
• AI Provider & BYOK (Bring Your Own Key)CRMown's AI features run on a shared monthly token budget by default (the CRMown AI, included in your plan), but you can switch to your own provider — Anthropic, OpenAI, Google, Microsoft Azure, AWS B…
• AI Chat Agent (Website Widget)Configure the conversational AI that lives in your website chat widget. Distinct from "Autonomous AI Agents" (Tools > AI Intelligence > AI Agents) — this one chats with visitors in real time; the auto…
• AI Actions & ApprovalsAI Actions are tasks the AI suggests or performs — sending follow-ups, updating contacts, creating deals, routing intake, etc. Medium/high-risk actions queue up "pending approval"; low-risk actions au…
• AI Draft & Smart RepliesThe AI can draft messages, suggest replies, and compose content based on conversation context.
• Document AnalyzerAttach a document or spreadsheet to the AI Bar and ask about it — summaries, key terms, data extraction — or turn a spreadsheet into contacts.
• AI Command Bar (Ctrl+K)The orange "AI" button at the top-right of every page (or press Ctrl+K / Cmd+K) opens a natural-language command bar. Tell it what you want and it will navigate, search, send messages, create tasks/co…
• SOS Helper — In-App Support ChatThe floating SOS button (bottom-right corner of every dashboard page) opens "Ask the AI" — a help chat that answers questions against this knowledge base. If the AI can't solve it, you can convert the…
• Pipeline Coach SidebarInside any pipeline, the right-side Coach drawer answers deal-specific questions ("why is this stuck?", "what should I send next?", "who else should I loop in?") using the deal's history, contact note…
• Predictive Lead ScoringAI scores every lead 0–100 based on what your actual converted customers had in common. Trains nightly on your conversion history (no manual rules), shows top factors per contact, and updates as new c…
• Deal Win Probability + Risk SignalsEvery open deal in your pipeline gets a persistent health score (0–100) and a list of risk + success signals refreshed daily. Pipeline cards show colored health dots, the deal editor surfaces the sign…
• Next Best ActionFor every contact, the AI picks the ONE most impactful thing to do right now — based on the contact's state, recent engagement, open deals, and what's worked for similar contacts. Surfaces on the cont…
• Conversation IntelligencePer-contact relationship summary extracted from email threads + meeting transcripts. Gets you sentiment, sentiment trend, competitor mentions, objections (raised/addressed/unresolved), buying signals,…
• Customer Health & Churn PredictionHealth scores + churn risk for every CUSTOMER and ADVOCATE-stage contact. The same scoring engine as predictive lead scoring, but inverted — measures disengagement signals to flag who's drifting away …
• AI Revenue ForecastingMonthly revenue forecast that combines pipeline commits with deal health + win probability + historical close rates. Shows "what your pipeline says" vs "what the AI thinks will actually close", with c…
• AI Prediction BuilderNo-code custom predictions. Pick what you want to predict ("will this deal close?", "will this customer pay on time?", "will this lead convert?"), pick the field that defines success, and the AI build…
• AI Email InsightsPer-contact email intelligence: best time to send, response likelihood prediction, engagement trends, and AI-generated subject lines. Pure computation over your existing TrackingEvent + Message data —…
• Autonomous AI AgentsDefine an AI agent in plain English ("every morning, find leads not contacted in 48h and create a follow-up task"). Distinct from the chat-widget AI Agent — this one acts on your CRM, not your visitor…
• AI Data Quality GuardianContinuous monitoring of CRM data hygiene. Weekly Monday-3am report identifies duplicates, incomplete records, stale contacts, conflicting data, and invalid data — each with one-click fixes where poss…
• AI Bar HistoryPer-user log of every AI command bar interaction (Ctrl+K). Searchable, pinnable, exportable. Most useful when an admin wants to know what the team's actually using AI for, or when a user wants to reca…
• Knowledge BaseOrg-shared answers the AI consults BEFORE making a model call. Curated by your team — promoted from AI Bar History or written manually. The longer you use the platform, the smarter it gets, and the mo…