Ayidhu CRM AI

AI on every record. Included.

Summaries, scoring, deal risk, drafting and plain-English reports — built into Ayidhu CRM for every user, not sold as an add-on. It works the day you sign up, and it only ever sees what you can see.

Sales

  • Summaries

    A short summary of any lead, account, contact, deal or case, from its fields and activity.

  • Lead scoring & ideal-customer fit

    Scores a lead and checks it against the ideal-customer profile you write in Settings.

  • Deal risk & next best action

    Flags stalled or at-risk deals and suggests the next step.

  • Meeting briefs

    Everything to know before a meeting with an account, on one page.

  • Email & quote drafting

    Drafts the next email or the copy for a quote from the record in front of you.

Service

  • Case triage

    Suggests a priority, a case type and a first response for new cases.

  • Suggested answers

    Finds knowledge-base articles that answer a case.

  • Case-to-article

    Turns a resolved case into a draft help-center article.

Insight

  • Ask AI (reports)

    Ask a question in plain English and get a chart-ready answer from your data.

  • AI digest

    A weekly or monthly summary of pipeline, wins, losses, cases and overdue work.

  • Meeting recap

    Turns meeting notes into a recap and one-click follow-up tasks.

  • Copilot

    Ask questions about your CRM from anywhere in the app.

Data

  • Duplicate suggestions

    Spots likely duplicates so you can merge them.

  • Import mapping

    Suggests how the columns of an import file map to your fields.

  • Setup assistant

    Helps configure a new workspace for how your business works.

Questions

Does AI cost extra?

No. AI is included in every seat. The built-in model includes 100 AI requests per active user per month (at least 300 per workspace), which resets on the 1st. If you connect your own Anthropic or OpenAI key, requests made with it are unlimited — you pay your provider directly.

Which models does it use?

By default, a built-in open model (Llama 3.3 70B) running on Cloudflare Workers AI — no key needed. Admins can switch to Anthropic Claude or OpenAI GPT models by adding their own API key in Settings → AI.

Can AI see records I’m not allowed to see?

No. Every AI feature only reads records the person asking can open, the same rule the rest of Ayidhu follows. Reports, digests and copilot answers are limited the same way.

Where does my data go?

With the built-in model, prompts are processed on Cloudflare Workers AI. With your own key, they go to the provider you chose, under your agreement with them. AI can be switched off for the whole organization in Settings → AI.

Can I connect my own AI agent?

Yes. Ayidhu includes an MCP (Model Context Protocol) server. Connect an assistant such as Claude with an API key and it can search, read and — with a read-write key — update records, with exactly the key member’s access.

Building your own integration? See the developer platform.