A chat window that answers general questions is easy to build and easy to forget. The interesting version is an assistant that sits inside your business software, sees the same records your team sees, and can do a small amount of real work.
That is what the AI Assistant as an Employee add-on is for.
It knows your business
The assistant has thirty-three built-in tools. It can look up tasks, team workload, attendance, deals, leads, tickets, clients, projects and their commit history, invoices, reports and meetings, and it can search your knowledge base. It answers from your live data, not from a guess.
It does small pieces of work
Ask it in the chat to create a task, update one, or add a comment. Attach a file or an image to the conversation and ask about it. It remembers context per person and keeps company knowledge that a person confirms.
It brings you the next action
Autopilot turns what the assistant notices into cards: a deal with no next step, a stale follow-up, an overdue task, a ticket about to breach its SLA, unbilled time, a contract up for renewal. Each card is approved, edited or dismissed by a person.
Once a mailbox is connected, the Email Steward reads incoming mail, pulls out the facts that matter and drafts a reply in your company voice. Nothing is sent until someone approves it.
A skeleton you make your own
The assistant ships as a neutral skeleton: capable, connected to your platform and deliberately impersonal. After you buy it, you shape it: what it knows, how it speaks, who may use it and what it may do on its own. In a custom solution we do that with you.
What to know before you buy
It runs on OpenAI models today, through your own OpenAI API key, and the model layer is isolated so the provider can change. The add-on needs an Office CRM Platform licence. More on the AI Assistant page, and the next post explains how autonomy is kept in check.