AI Assistant
What is the AI assistant?
Section titled “What is the AI assistant?”Bobby CRM includes a built-in AI assistant that understands your CRM data. You can ask it questions, have it search your records, create new entries, and get suggestions — all through natural conversation.
The AI assistant appears as a teal floating button in the bottom-right corner of every page.
What it can do
Section titled “What it can do”Read your data (instant)
Section titled “Read your data (instant)”- Search contacts, companies, and deals by name or email
- Get details about any record
- List activities and notes
- Summarize pipeline status with stage counts
- Show dashboard statistics
Modify your data (with your confirmation)
Section titled “Modify your data (with your confirmation)”- Create new contacts, companies, or deals
- Update existing record fields
- Add notes and log activities
- Add or remove tags
Analyze and advise
Section titled “Analyze and advise”- Summarize a contact’s or deal’s history
- Suggest next steps
- Identify at-risk deals
- Draft follow-up content
- Answer questions about your CRM data
Context-aware
Section titled “Context-aware”The AI knows which page you’re on. When you’re viewing a contact, it can answer questions about that specific contact without you needing to specify who. A context banner at the top of the chat panel shows “Viewing: [Entity Name]”.
Getting started
Section titled “Getting started”- Get an API key — create an account with an AI provider
- Set up the AI assistant — configure it in Bobby CRM (Admin only)
- Start using it — open the chat and ask questions