AI: opportunity risk and AI agents
Spot the open opportunities about to be lost (with no AI cost) and use safe AI agents to update the CRM, prospect and reply to tickets, always with your confirmation.
This page brings together two AI capabilities aimed at acting before a deal goes cold: a RISK score for open opportunities (computed locally, at no AI cost) and a set of safe AI AGENTS that suggest actions. They never run anything destructive on their own.
At-risk opportunities
On the "AI Forecast" page (side menu), the "At-risk opportunities" panel scores each OPEN opportunity from 0 to 100 based on objective signals that it may be lost, and lists the at-risk ones from highest to lowest score, with the reasons for each.
- Idle for many days: no change to the record at all.
- No recent activity: no task, call, meeting or note logged for a while.
- High discount: pressure on margin or negotiation (if you use a discount field).
- Overdue close date: the expected date has passed and the opportunity is still open.
- Low win probability: from the same predictive model trained on your history.
Each opportunity gets a band (High, Medium, Low) and the list of reasons that weighed in, so you can act where it matters: re-engage the contact, review the discount or renegotiate the deadline.
AI agents
AI agents are already on: by default they use the platform's AI (billed per use) or, if you configured your own key (BYO) under Settings → AI, they run on your account, in which case the usage is yours and you don't pay for it. Safety principle: the AI SUGGESTS, so nothing is saved or sent without your confirmation.
- CRM update agent: from the record's context, suggests filling/updating fields (for example, the next step or a summary). Changes are applied only after you select and confirm them.
- Prospecting agent: suggests the next prospecting step and a personalized outreach message. Text only: it sends nothing and creates no records.
- Support agent: summarizes a ticket and drafts a reply to the customer. You review and edit before any sending.
How to use the agents
- Open a record (opportunity, lead, account, contact or ticket).
- In the AI panel, pick the right agent and click "Run".
- Read the suggestion. For the CRM update agent, check the fields you want and click "Apply selected"; for prospecting and support, copy/adjust the suggested text.