Use the AI assistant

The AI assistant helps you find information, summarize records and prepare actions. Review its answers and proposals before using them.

Where to find it

In the web application, select the floating insideCRM Assistent öffnen (Open insideCRM assistant) button. The native app provides its own navigation entry. The question mark in the web dialog header opens this guide.

Requirements and permissions

The AI module must be enabled. Visible sources and proposed actions are limited by the signed-in user's permissions.

Step by step

Chat and Sources

Open the AI assistant.
Describe your goal, relevant business context and desired output format.
Check the references shown with the answer and open the underlying record.
Verify facts against their sources before using them.

Conversations are organized as threads. An old chat may contain context that no longer applies to a new task, so start a new thread when the subject changes.

Chat history and input on the web

Select Neuer Chat (New chat) to start a separate conversation. Use Chat-Historie suchen (Search chat history) to find an existing session, then select it from the list.
Collapse the history on a narrow screen to make more space for messages.
Enter sends a message; Shift+Enter inserts a line break. The dialog displays the processing status while you wait.
Use the paperclip to select attachments. Check the displayed file names and remove unwanted files with their close icon before sending.
For voice input, allow microphone access, start recording and finish with the stop icon. An audio message must contain exactly one audio file, with no additional text or attachments. MP3, Ogg and WebM are supported up to 10 MB. A validation message explains unsupported formats or size limits.
You can close and reopen the dialog. Check the conversation before sending a request again.

Proposals and actions

The AI can generate action suggestions or links for pre-filling a form. A proposal shows a summary, possible warnings and missing mandatory fields. Actions requiring confirmation remain blocked until the required information is available and you expressly confirm it.

Changed fields are highlighted when the AI pre-fills a form. Review sensitive fields such as contact details, date of birth, and notes individually. Pre-filling never saves automatically; review the entire form and save it manually.

Safe use

Enter only data that is necessary for the business purpose and released for processing.
Do not make any legal, financial or personal statements unchecked.
Review and confirm deletions, sending, status changes and bulk actions before proceeding.
Report incorrect source assignments or unexpected access to support.

AI assistant with response and prepared actions — Suggestions remain non-binding until explicit confirmation.

Result

A reviewed response or action proposal is available. The current source data remains authoritative.

Variations and special cases

Sources may be incomplete or outdated. Check conflicting information and confirm irreversible actions in the relevant application area.

Troubleshooting

Problem	Next step
The assistant is missing	Check your product, AI module and permissions.
An answer is unclear or uses the wrong sources	Open the references, clarify your goal and identify the relevant record.
A proposal cannot be confirmed	Check the required fields, warnings and edit permissions shown.
An audio message is rejected	Use exactly one supported audio file up to 10 MB, without additional text.
Recording will not start	Check browser microphone permission and the available input device.
Processing fails	Record the error message and check the conversation before retrying.

Report unexpected data visibility or incorrect source assignments to support.