CRM AI Assistant
A Claude-powered assistant inside the HVAC CRM: summarises, suggests the next action and classifies, without modifying data.
- Summaries of tickets and opportunities in under 120 words
- Suggests one concrete next action
- Classification
- Suggest-only: never writes to the database
- Swappable provider with a mock fallback
- Calls the Anthropic Messages API with tightly scoped system prompts (in Spanish: “use only the facts provided. Do not invent data.”). The provider has no database access; without a key, a clearly labelled mock provider takes its place.
- AI · Automation · Web