AI that stays on your terms.

Smart replies, lead scoring, natural-language contact search, and weekly digests. The model runs where you choose — or not at all.

Local

Ollama or llama.cpp on your network. Default suggestions: llama-3.1-8b-instruct for drafting, nomic-embed-text for embeddings.

BYO key

Bring OpenAI, Anthropic, Mistral, or Groq. Store a provider, base URL, API key, and default model per workspace.

Off

All AI surfaces hidden. No model calls are made. Your CRM stays fully capable without any AI dependency.

Principles

Every call is recorded in ai_audit_log — browse and purge at any time.
AI is opt-in per workspace. With Off, no model endpoints are contacted.
No telemetry on prompts from self-hosted instances.
Prompts are versioned in code; a single-contact request never includes other contacts' data.