AI Assistant tools
With the AI Assistant extension on, a connected AI app (Claude, ChatGPT, Cursor and others, through the Unyson+ connector) can set the CRM up for you. Every tool sets things up; none reads a contact's details or history, and none emails anyone:
- campaigns are saved as drafts, and automations are created as drafts: you read them and switch them on;
- tools only report counts (how many people are on a list, how many deals sit in a stage), never names;
- the post digest's on/off switch, site activity (a privacy choice) and email service API keys are left to you.
| Tool | Module | What it does |
|---|---|---|
crm-describe | (always) | The set-up: settings, lists, tags, segments, campaigns, the sender, and which modules are on |
crm-save-lists, crm-save-segment, crm-settings | (always) | Lists and tags, saved segments, double opt-in and the signup emails (settings can be undone) |
crm-save-campaign | Email marketing | A draft campaign from plain text or simple HTML |
crm-email-templates, crm-campaign-from-template | Email marketing | The starter templates, and a draft campaign laid out by one with your texts, heading and button |
crm-sending | Email marketing or conversations | Sender profiles (From name and address, Reply-To), the marketing and transactional defaults, and the post digest's set-up (can be undone) |
crm-pipelines, crm-save-pipeline | Sales pipeline | Pipelines and their stages; saving matches the pipeline and its stages by name and never removes a stage that still holds deals |
crm-automations, crm-save-automation | Automations | The automations, the recipes and every trigger and action available; create or update a draft automation from a recipe or from your own steps |
crm-scoring | Lead scoring | Read or change the scoring rules, named scores and fading (can be undone) |
Access rules for members-only content are set up with the Membership extension's own tools.
Ask in plain words
- "Set up a sales pipeline for my salon: new enquiry, booked, visited, rebooked."
- "Create a welcome series from the recipe and rewrite the emails in a friendly tone."
- "Give leads points for opening emails and visiting the pricing page, and take points away for the not-interested tag."
- "Draft an announcement campaign from the template for our new studio opening, for the newsletter list."
The Site Creator's prompts use these tools: every enquiry arrives as a deal in a real pipeline, and a welcome series and a booking follow-up are created as draft automations.