AI Copilot
The AI assistant embedded throughout HotCRM — what it can do, where to find it, and how it learns from your data.
AI Copilot
HotCRM is AI-native — the assistant is built in, not bolted on. But the assistant
itself is not something HotCRM ships: it is the platform assistant (ask) that
every ObjectStack environment already provides. What HotCRM contributes is six
skills that teach that assistant your CRM.
No app-owned agents. HotCRM used to define two agents of its own — a "Sales Copilot" and a "Service Copilot". They were retired, and their capability moved into skills that attach to the platform assistant. Everything on this page still works; only the wiring changed.
The six skills read from the same objects you see in the UI, and they know your products, knowledge articles, and process rules.
Where you'll find it
- 🪄 Assistant panel — the chat panel the platform opens from the right edge of every page.
- 🎯 Context activation — skills declare the record they belong to, so opening a lead and asking "is this worth a call?" runs Lead Qualification without you naming it.
- 📈 Dashboard questions — the forecasting skill also activates on dashboards, so you can ask "what's at risk this week?" where the numbers already are.
How it works (in plain terms)
The assistant has three ingredients:
- Skills — bite-sized abilities like Draft an email, Qualify this lead, Triage this case. See Skills.
- Knowledge articles — one library of support articles, filed by category, that the assistant queries like any other object. There is no separate product, sales or competitive library. See Knowledge Bases.
- Your live CRM data — the assistant reads from the same accounts, contacts, opportunities, and cases you do, respecting the same sharing rules.
When you ask a question, the assistant picks the right skill, pulls relevant knowledge, and combines it with your CRM data to produce a grounded answer — with citations back to the source records and articles.
What it won't do
- ❌ See records you can't see — it respects sharing and field-level security.
- ❌ Take actions without your confirmation — drafted emails and updates are previewed first.
- ❌ Fabricate data — every claim is traceable to a record or knowledge source.
- ❌ Reach for tools of its own — skills declare no bespoke tools, so every write goes through a real HotCRM action with the same permission checks as the button.
Two groupings of skills
The six skills are documented in two role-shaped groups. This is a documentation convenience, not a runtime boundary — one assistant runs all six, and it will use a "sales" skill on a service question whenever that is the right answer.
| Group | Audience | Skills |
|---|---|---|
| Sales Skills | Sales reps, sales managers | Live Data, Lead Qualification, Email Drafting, Revenue Forecasting, Customer 360° |
| Service Skills | Service agents, support managers | Live Data, Case Triage, Customer 360°, Email Drafting |
Start here
- Sales Skills — what reps and managers can do.
- Service Skills — what agents can do.
- Skills — the full skill library.
- Knowledge Bases — the RAG indexes the assistant reads from.