Tooloop/Caramel-CRM-Backup
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AI Assistance #19

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opened 2025-10-20 10:45:09 +02:00 by vollstock · 0 comments
vollstock commented 2025-10-20 10:45:09 +02:00
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The idea is, to help small businesses with creating new business. They usually don't have a marketing department. Also small businesses are often deeply invested in their product and less so with the business aspect.

Look and feel

  • Invisible? only notifications
  • An avatar? like Siri or clippy?

Provider

  • Explicitly don’t offer US services, provider needs to be GDPR compliant (Mistral?)
  • Connect to account with API key (free or paid)
  • Is there a (realistic) local option?
  • Settings of what the AI should do and how often, formulate goals

Use cases

  • Auto-prioritisation of activities (by revenue, probability, customer score)
  • Suggest leads
    - Similar to customer with highest revenue
    - By proximity and not already in cold calling or contacts
    - Name lead targets or let the AI find contact data and maybe useful information (search the internet, linked for contacts, ...)
  • Suggestions on who to contact again and how
    - Criteria: Revenue with the customer
    - Time of last contact
  • Import photo of business card into contact
  • Fill missing customer and contect data
  • Suggest social media or blog posts
The idea is, to help small businesses with creating new business. They usually don't have a marketing department. Also small businesses are often deeply invested in their product and less so with the business aspect. # Look and feel - Invisible? only notifications - An avatar? like Siri or clippy? # Provider - Explicitly don’t offer US services, provider needs to be GDPR compliant (Mistral?) - Connect to account with API key (free or paid) - Is there a (realistic) local option? - Settings of what the AI should do and how often, formulate goals # Use cases - Auto-prioritisation of activities (by revenue, probability, customer score) - Suggest leads - Similar to customer with highest revenue - By proximity and not already in cold calling or contacts - Name lead targets or let the AI find contact data and maybe useful information (search the internet, linked for contacts, ...) - Suggestions on who to contact again and how - Criteria: Revenue with the customer - Time of last contact - Import photo of business card into contact - Fill missing customer and contect data - Suggest social media or blog posts
vollstock added the Design label 2025-10-20 10:45:09 +02:00
vollstock added this to the 2.0 project 2025-10-20 10:45:09 +02:00
vollstock added the Feature label 2025-10-25 11:14:20 +02:00
vollstock changed title from Design use of AI to AI Assistance 2025-10-25 11:14:40 +02:00
vollstock added this to the 2.0 milestone 2025-12-04 10:27:51 +01:00
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Jenkins vollstock (Daniel Stock)
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Reference: Tooloop/Caramel-CRM-Backup#19