🤖 What is ClearCRM AI?
ClearCRM AI is your built-in assistant for everyday productivity. From writing and summarizing content to generating images and transcribing audio, all tools are available natively once your OpenAI key is connected.
Here’s a quick overview of what you can do:
💬 AI Chat
Your personal assistant for fast, contextual help.
Ask it to write follow-up emails, summarize meetings, brainstorm marketing ideas, and more.
Just type a prompt and let it do the writing — copy or save what you like for reuse.
🧠 Example: “Write a follow-up email after a product demo.”
✅ The response is ready to send — no extra editing needed.
🎨 AI Image Generator
Create on-brand images in seconds.
Enter a prompt like “minimalist illustration of a remote team collaboration.”
Choose the number of images, resolution size, and the AI model.
Once generated, you can download or delete them as needed.
🎯 Great for blogs, marketing visuals, or quick design mockups.
🎧 Audio Transcription & Translation
Turn voice into text and understand it across languages.
Upload audio files (MP3 or M4A), and ClearCRM transcribes them into clean text.
Use the translation tool to convert recordings into your system’s default language — helpful for multilingual teams.
📌 Tip: Change your default language from the top-right of the AI interface.
📄 AI Documents
Every output you generate is automatically saved.
Review past work anytime.
Organize and reuse your favorite pieces across your CRM workflows.
No more switching tabs or losing valuable AI results.
🧩 AI Templates
Templates speed up repeat tasks by turning your best prompts into reusable workflows.
Create a template like “Polite reminder about overdue invoice.”
Add custom input fields such as
{{client_name}}or{{amount_due}}.When using the template, enter the values — and the AI fills in the gaps.
🛠️ Variables work like merge fields:
Just wrap them in double curly brackets ({{ }}) and place them in your prompt.
✅ Summary
ClearCRM AI helps your team write, visualize, understand, and automate — all without leaving your CRM.
Once your OpenAI key is connected, all tools are ready to go.
You can access them anytime from the ClearCRM AI section on the left-hand navigation menu.