SkillsAI Assistant Pro
AI actions with confirmation in Emy AI: create a task or a deal, assign an owner.
Every action happens only after your confirmation and strictly within your permissions.
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.
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.
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
- 1Enable the skillIn the Marketplace → Emy AI, enable “AI Assistant Pro”.
- 2Open Emy AIClick the “AI” button in the CRM top bar — the assistant opens on the right.
- 3Command in wordsWrite “Set a task…” or “Create a deal…” — the assistant shows what it will do. Click “Confirm” or “Cancel”.
Skills
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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.
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