AI assistant

The Cavyro AI assistant answers questions about your CRM and makes changes for you, in plain language. It lives in two places:

In the app. Click the sparkle icon in the top right, or expand the chat to full screen. Answers stream in live, you watch the assistant work, and every record it mentions is a link.
On Telegram. Pair the Cavyro bot once and your CRM answers in chat, wherever you are. See Telegram for pairing.

It’s the same agent in both. It acts as you: it sees the records you can see and nothing more.

In the app

The web chat does a few things Telegram can’t:

Streamed answers with live progress. While the assistant works, you see each step: “Searching contacts”, “Found 5 contacts”, “Updating a deal”. No waiting on a silent spinner.
Clickable records. When the answer mentions a deal, contact, company, project, or task, the name is a link that opens the record right there.
Saved conversations. Every chat is stored automatically. Start a new one anytime, and pick up an old one from the history list where you left off.
A panel that follows you. The chat also works as a side panel over any page, so you can read a record and keep talking about it. The assistant knows which screen you’re on, including a pipeline board, a project, and the Companies, Contacts, Pipelines and Projects lists, so “move this to next week” doesn’t need a follow-up question.

Hot examples

The fastest way to get a feel for it is to steal a prompt. All of these work today.

Ask about your pipeline

Which deals have been quiet for more than a week?

What changed in my pipeline this week?

How many open deals does Acme have, and what are they worth combined?

Change records without opening them

Move the Acme deal to Negotiation and set the amount to 12,000.

Add +381 60 555 0101 as Jennifer Melfi’s phone.

Update Northline’s website to northline.io and set their industry to logistics.

Create records from a sentence

Create a contact: Ana Kovac, ana@northline.io, CTO at Northline, and link her to the Northline company.

New deal for Baxter Ltd, “Q4 renewal”, 8,000, stage Qualified.

Run your project work

Create a task in Website Redesign: “Draft the homepage copy”, due Friday, assign it to me.

What’s overdue across my projects?

Move APEX-14 to In progress and link it to the Apex Industries deal.

Get a briefing

Summarize everything that happened with Lupertazzi Family this month.

List my 5 newest contacts with email and phone.

Build automations

Build an automation: when a deal moves to Won, post a comment tagging me and create a follow-up task.

The assistant drafts the automation with the same triggers, conditions, and actions you’d pick in the builder, and you review it before it goes live.

From Telegram: turn a photo into a record

Send the bot a business card, a LinkedIn screenshot, or a company site screenshot (up to 2 photos per message). It drafts the CRM record and asks you to confirm before anything is saved. Images are processed and never stored. Photo input is Telegram-only for now.

Plans

The free-text AI agent is included in Pro, Business, and Enterprise, and in the trial. Slash commands (/find, /create_contact, /create_company, /create_deal, /activity) work on every plan.

AI credits

The AI agent runs on credits, metered per workspace per calendar month:

Pro includes 1,200 credits per seat a month, pooled across the workspace. A team of 5 shares 6,000. Business includes 3,000 credits per seat a month. Enterprise is unlimited.
The trial is capped at 1,000 credits.
Need more this month? Buy a credit pack in billing: 1,000, 5,000, or 20,000 credits. Packs top up the current month only.
A typical question costs a few credits; a single run is capped at 200. The exact cost depends on how much the assistant has to read and write, so the counter can settle slightly after a long answer.
Credits reset on the 1st and never roll over.
Slash commands, normal CRM use, and MCP never consume credits.

Track usage in Settings under Usage. When the month’s credits run out, the assistant says so, and slash commands keep working.

Conversation lifecycle

In the app, conversations are saved to your account. Reopening one restores the transcript and the assistant’s context, so a follow-up question still makes sense days later.
On Telegram, a conversation expires after an hour of inactivity, and /clear resets it manually.