AI Assistant

The AI Assistant (the ✦ icon at the top of CRMSix) answers questions about your CRM data and does work for you, using Claude by Anthropic. It works as you: it only sees and changes what you’re allowed to.

What you can ask

• “Show my open cases with high priority.”
• “Summarise the Acme account: open opportunities, recent cases.”
• “Draft a reply to case 00042.”
• “Which of my opportunities close this month?”
• “Create a follow-up task for Friday on this lead.”

Changes need your confirmation

If your admin allows it to make changes, anything that changes data, such as creating a lead or task or updating a case, is shown to you first and only happens when you confirm it.

Your data

• Your permissions.It uses your profile, field security and sharing: it can’t see or change anything you can’t.
• For CRMSix work.It’s set up to help with your CRM, not to answer general questions.
• Sent only to answer.The records it reads to answer you are sent to the AI model for that answer. See the Privacy Policy.

Settings (admins)

In Settings → AI Assistant, admins turn the assistant on, and choose whether it may make changes at all (always with the person’s confirmation). The page also shows this month’s usage: requests, people and tokens.