Test Playground

Test all AI features end-to-end. All actions use real data from your CRM.

AI Q&A

Ask anything about your buyers, suppliers, machines, enquiries, and deals.

Ask anything about your CRM

Query buyers, suppliers, machines, enquiries, and deals in plain English.

AI Suggestions

Machine-to-enquiry matching and cross-sell suggestions powered by AI.

Quote Generation

AI generates a professional quotation document. Opens in a new tab for printing as PDF.

Machine

Price Note

Invoice Generation

Generate a normal or proforma invoice with buyer/seller/machine details.

Machine

Buyer

Invoice Type

Follow-up Scheduler

Schedule a WhatsApp or email follow-up message for a deal.

Deal

Channel

Phone Number

Schedule Date & Time

Message

AI Conversation Extraction

AI reads a conversation and auto-links it to relevant buyers, suppliers, or machines.

Conversation

Extracted links can be reviewed in the Conversations panel under "Linked CRM Entities".