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AI Assistant Pro

AI actions with confirmation in Emy AI: create a task or a deal, assign an owner.

Vektor GmbHEmy AI

Gives the Emy AI assistant the right to take actions on your command: create a task, create a deal, assign an owner. Before every change the assistant shows what it's about to do and waits for confirmation — nothing changes silently. The task and the deal are created without a link to a customer card: the deal goes to the default pipeline, into the first open stage. The owner can be changed on a company, contact, lead or deal.

How it is today

The assistant can answer questions, but the action itself — create a task, create a deal, assign an owner — the manager still does by hand, switching between screens.

What changes

Tell the assistant “set a task to call back tomorrow” or “create a deal” — it prepares the action, shows the details and does it after your confirmation. Within your rights, recorded in the history.

What you get

  • Create tasks and deals, assign an owner — by command to the assistant
  • Every action only after your confirmation
  • Strictly within rights: it won't do what you can't
  • Every action is written to the log, marked as done via Emy AI

How to connect

  1. 1Enable the skillIn the Marketplace → Emy AI, enable “AI Assistant Pro”.
  2. 2Open Emy AIClick the “AI” button in the CRM top bar — the assistant opens on the right.
  3. 3Command in wordsWrite “Set a task…” or “Create a deal…” — the assistant shows what it will do. Click “Confirm” or “Cancel”.