AI assistant
AI assistant for business: replies in the evening and at weekends
The AI assistant in Clientee CRM answers customers in chat, SMS and WhatsApp, even when nobody on your team is at a desk. It can book appointments, draft replies to reviews and write first drafts of your copy. It works only from information about your business. You see every conversation and can take over at any time.
(01) AI in the CRM
What the AI assistant handles
- 01/06
Conversation AI in chat, SMS and WhatsApp
An AI chatbot answers common questions in natural language, day or night. It works in the same inbox where you write.
- 02/06
It books appointments
When a customer wants to come in, the AI offers free times from your calendar and records the booking.
- 03/06
Voice AI on the phone
The AI can also handle calls: answer the phone or call a new lead. Our experience with AI calls comes from 1,700,000+ AI calls in the last 3.5 years.
- 04/06
AI review replies
For each new Google review, the AI drafts a reply in your tone. You approve or edit it and send it.
- 05/06
AI content writing
Drafts of emails, SMS campaigns, social posts or website copy. You get a first version to polish.
- 06/06
Always under human supervision
You decide what the AI may answer and when it hands the conversation to a person. You see every message and can step in.
(02) Without AI
What you never get time for
- 01
Questions arrive after hours
At 9:40 pm a customer asks on Instagram whether you have a slot tomorrow. By the time you reply in the morning, they've booked elsewhere.
- 02
The same questions, over and over
How much does it cost, when are you open, where can I park. You answer these every day and have no time left for real work.
- 03
Reviews and copy get put off
Reviews need replies, social media needs posts, quotes need sending. But there's never time to write.
Try the AI assistant on your own questions
Book a free callHow we think about it
AI isn't meant to replace your team. It gives them back time for the customers who need a person.
(03) Rollout
Limits first, then going live
- 01
We write down what it needs to know
We go through your services, common questions and policies, and the tone of voice you use. The AI assistant works from that.
- 02
We set the limits
We agree what the AI handles on its own, when it only suggests a reply and when it passes the conversation to you straight away.
- 03
We test it on real questions
Before the AI talks to customers, we test it on real questions from your business and refine the answers.
- 04
We monitor and improve
We review conversations regularly and add to its knowledge so the answers keep getting better.
(04) FAQ
Questions about the AI assistant
01Does the AI reply in my customers' language?
Yes. You set the language it writes in, English, German, Czech or many other languages, and we test its replies in your language before launch. We shape the wording and tone to match how your business talks.
02What if the AI gives a wrong answer?
That's why we set clear limits. The AI only answers what it knows from your materials, and when it's unsure, it hands the conversation to a person. You see everything in the history and can step in at any time.
03Do customers need to know they're talking to AI?
Yes. The EU AI Act requires that people know they're dealing with AI unless it's obvious. So the assistant says so at the start. Most customers are fine with it as long as they get a fast, useful answer.
04What about GDPR and data?
The AI works with information stored in the CRM and the material you give it, and we set it up so it doesn't use more data than it needs. AI features process text and calls with language model providers such as OpenAI, Google or Anthropic, mostly in the USA too. We don't put health data or details of clients' finances into the knowledge base or into AI replies. Clientee CRM runs on the HighLevel platform, which stores data on servers in the USA. Transfers are covered by a data processing agreement with Standard Contractual Clauses, and HighLevel is certified under the EU-US Data Privacy Framework. We help you set up consent and unsubscribe handling, and who on your team sees what. Have a lawyer review the wording for your privacy policy.
05What's the difference between the AI assistant and AI calls?
The AI assistant in the CRM writes in chat, SMS and WhatsApp and helps with reviews and copy. AI calls are phone calls handled by voice AI. We cover them separately, and our experience there comes from 1,700,000+ AI calls in the last 3.5 years.
06What if I can't set it up myself?
You don't have to. We set it up, test it and keep tuning it. You just tell us what the assistant should know and when it should hand the conversation to you.
(06) Contact
Try the AI assistant on your own questions
In the demo we show you how the AI would answer your customers. Send us a few common questions and see for yourself.