AI that stays on your terms.

Smart compose, lead scoring, natural-language search, signature enrichment, and meeting summaries. 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. We feature-detect and gray out capabilities your provider does not support.

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.