SkillsAI client search
Find and filter clients in plain language: who hasn't been called in a while, calls over a period, who was interested in a given request (from calls, comments and chats) — always within the user's permissions.
| Name | Owner | Last call |
|---|---|---|
| Alfa Build | Emma | 42 days ago |
| Nova Media | Ryan | 3 days ago |
| TechnoPark | Ryan | 61 days ago |
| Logistic Pro | Olivia | 12 days ago |
| Pharm Plus | Ryan | 95 days ago |
| Agro Trade | Emma | 7 days ago |
Describe who you are looking for — Emy will filter the list within your permissions.
- who hasn’t been called for over 30 days
- who was called this month
- who was interested in “instalm…” (word stem)
Find customers in plain words: “who hasn't been called in a while”, “who asked about installments”, “neglected with no next step”. Emy AI searches across calls, comments and chats and filters the list — via the “AI filter” button next to the regular filter. Within your rights.
To find the right slice — who's been out of touch, who asked about something specific, who has no next step — you have to build filters by hand, and what was said in calls and chats a filter can't reach at all.
Describe in words who you're looking for — and the list filters down: by call recency, by a topic from conversations and chats, by those neglected with no task. The “AI filter” button sits next to the regular filter in lists.
What you get
- Find customers in words — via the “AI filter” button in lists
- By call recency and history
- By a topic from comments, chats and calls (calls need a transcript)
- Neglected: no open task and no scheduled call
- Within your access rights only
- Act on the results — change the owner or set a task for all of them at once, with confirmation
- Save the selection as a view and get it again every day or every Monday
How to connect
- 1Enable the skillIn the Marketplace → Emy AI, enable “AI client finder”.
- 2Open a listCompanies, contacts or leads — an “AI filter” appears next to “Filter”.
- 3Describe in wordsWrite “Not called in 2 weeks” or “Who asked about installments” and click “Apply to the list” — the filter covers the whole set found.
Skills
AI Assistant ProAI actions with confirmation in Emy AI: create a task or a deal, assign an owner.Billed monthly per skill, within Emy AI. First 3 days are free.
Skills
AI IVRAn inbound call builder: greeting and voice menu, routing to an employee, a department or a queue, voicemail and requests in the CRM. You assemble the flow with the mouse, no developer needed.Free — no subscription fee and no charge for voicing. Call minutes are paid to your SIP provider. Uzbek and Kazakh voices need your own Azure key — that usage is billed by Azure.
Skills
AI InsightsAI reviews every call: a short summary of the conversation, tips for the manager and a score against the supervisor's criteria. Transcription is already included — no separate subscription needed. Plans are priced by minutes analysed per month.Billed by the minutes of reviewed calls. The free plan is 200 minutes a month; beyond that, plans for 1,000, 2,500 and 5,000 minutes. Out of minutes — top up with a 1,000-minute pack for $7.