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Intelligence● LIVEModule 04

AI Assistant

Multi-Model AI Command Interface for Your CRM

A panel-based AI assistant with 9 CRM tools. Ask it to find contacts, update deals or analyse your pipeline — in plain language, across 4 AI providers.

What is AI Assistant?

The HiT OS AI Assistant is not a simple chatbot — it has direct function-calling access to your entire CRM. Ask it to find your top 10 leads from this week, create a follow-up task for every deal in the Proposal stage, or pull a summary of this month's pipeline — and it executes the action in seconds. You choose the model: OpenAI GPT-4o for precision, Gemini for speed, Claude for long-context analysis, xAI Grok for reasoning. Switch models mid-conversation without losing context. ElevenLabs TTS lets you listen to AI responses as natural speech. The assistant remembers context for the full session and can combine multiple tools in a single request — making it the fastest way to operate your CRM.

Key Capabilities
9 CRM function-calling tools
OpenAI / Gemini / Claude / xAI routing
Contact, deal & task management via natural language
ElevenLabs TTS voice output
Session-level conversation memory
Multi-tool chaining in one request

How It Works

01
Open the AI panel from any page in HiT OS
02
Choose your preferred AI model or use auto-routing
03
Ask in plain language — "Show me all hot leads from this week"
04
The AI executes CRM actions directly via function calls
05
Listen to responses via ElevenLabs voice or read on screen

Frequently Asked Questions

Can the AI actually write to my CRM, or just read?

Both. The AI has 9 function tools that can read, create and update contacts, deals, tasks and notes in your CRM.

Is my data sent to the AI providers?

Only the data relevant to the specific query is sent. All providers have enterprise data agreements. You can choose which provider handles which requests.

Does it remember previous conversations?

Within a session, yes. The assistant maintains full conversation context. Cross-session memory is coming in the Knowledge Base module.

Works Best With

AI Assistant connects natively with these modules — install them together for the full automated workflow.

Ready to use AI Assistant?

AI Assistant is live. Enter the HiT OS platform, install it from the App Store and activate it in minutes.