An AI assistant connected to QrX with the CRM option ticked (it is on by default). For changes, also tick CRM changes (off by default).

The CRM permissions in your QrX role. The assistant sees exactly what you see in PortalX under CRM: deals need the permission to view deals, calls the permission to view calls, the dashboard the permission to view reports.

Every QrX account has the free CRM plan. Features that are not in your plan are refused with a clear message; upgrade under Settings > Billing.

People and companies: "Find the contact at Acme", "Who is the owner of Anna de Vries?", "Which people have the tag VIP?", "What do we know about Acme?" (the full profile: contact details, company, lifecycle stage, tags, order totals per currency, consent facts) and "What happened with Acme in the last weeks?" (the timeline: notes, calls, deals, orders).

Deals: "Show the deals board", "Which deals are rotting?", "Which deals close this month?", "What is the forecast for the next three months?", "Give me the details of deal 42".

Tasks: "What are my tasks for today?", "Which tasks are overdue?", "Show the team's open tasks" (needs the permission to manage tasks).

Calls: "Which calls did we miss this week?", "When did we last call Acme?" (direction, time, duration, outcome, the call note and the phone number; never the recording).

Reports: "How did the CRM do in the last 30 days?" (KPIs with the previous period, people by lifecycle and source, the team leaderboard).

Setup: "Which lifecycle stages, tags, owners and pipelines do we have?" (the assistant needs these ids for changes).

Emails and files: "Which emails did Acme send us?", "Summarise the emails with Anna de Vries" (emails forwarded or BCC'd to a person's QrX filing address, with sender, recipients and full text), "What is in the attachment of that email?" (text, Word, Excel and PDF files are read; images are not), "Which forwarded emails are not sorted yet?" (needs the permission to edit the CRM), "Which conversations are linked to Anna?" (needs Message text ticked).

Quotes, meetings and more: "Which quotes are still open?", "Show quote 12 with its lines", "Which meetings are planned with Acme?", "What is in the calendar next week?", "Which lead forms brought in people this month?", "Which sequences is Anna in?", "How high is her lead score and why?", "Did she give marketing consent?".

Spaces and tasks: "Which Spaces do we have?", "Which statuses does the Sales Space use?", "Which open tasks are in the Sales Space?", "Show the done tasks of that list", "What was said in the comments on that task?". Needs the permission to view Spaces. Private Spaces are never shown.

Channels and Posts: "Which Channels am I in?", "What was said in the Sales Channel today?", "Show the replies in that thread", "Which announcements were posted this week?", "Summarise the comments on that Post". Needs the permissions to view Channels and Posts. Private and archived Channels are never shown.

"Which automations are on, and was one paused?" The assistant lists your automation rules with their trigger and whether QrX paused one.

"Run the deals report for this quarter by owner." The assistant runs a CRM report (activity, calls, people, pipeline, deals or targets) and shows the table, and it lists your saved reports.

"Did yesterday's import finish?" The assistant shows your CRM imports with the rows created, updated, skipped and failed.

"What does the PDF in the sales Channel say?" The assistant reads the text of files posted in a Channel (text, CSV, Word, Excel and PDF with a text layer). Private and confidential Channels are never read.

Create a person or a company, or update one: names, job title, company, lifecycle stage, owner, language, country, tags, and a new primary email or phone. Fields you do not mention keep their value.

Add a note to a person, company or deal. The note is stored under your name.

Create a task for you (or for a colleague, if your role manages tasks) and mark a task as done or reopen it.

Create a task in a List of a Space (with status, priority, due date, start date, assignee, estimate, or as a subtask), change an open task (title, description, priority, dates, status, move it to another List, assignee) and comment on a task. Needs the permission to view Spaces; viewers of a Space cannot change its tasks. Private Spaces are never touched.

Post a message or a thread reply in a Channel, create a team or company-wide Channel (needs the permission to create Channels), write a Post (announcement, discussion, idea or update) and comment on a Post. Your colleagues see these and may get a notification, so check the text in the preview before you say yes. Private Channels are never touched.

Create a deal and move it to another stage, including won or lost (with a lost reason).

Link one of your QrX orders to a deal.

Start a CloudTalk call to a person: your own CloudTalk device rings first, then the person is dialled. Needs a connected CloudTalk account and the permission to make calls. A call cannot be taken back.

Create a draft quote for a person, company or deal with its lines, change a draft quote, and send it. QrX calculates the totals and the preview shows them. Sending does not email the customer: the quote gets its number, can no longer be changed, and the assistant shows you the customer link one time. Copy it right away; it cannot be shown again. Needs the permission to manage quotes (sending needs the permission to send or manage quotes).

Plan a meeting in your calendar with a person, company or deal, change or move it, and cancel it. Guests only get an invitation when you ask for it and your Google calendar is connected. Private meetings of colleagues cannot be changed.

Start a follow-up sequence for one person and stop it again. A sequence with email steps emails that person automatically, so the assistant should check their consent first.

Delete or merge people, companies or deals, erase personal data, import or export.

Change pipelines, lifecycle stages, custom fields, automations, segments or the CloudTalk connection.

Delete tasks, comments, messages or Posts, create or change Spaces, Lists or statuses, change Channel members, pin or react to messages, add guests, or upload files to tasks, Channels and Posts.

Send emails, SMS or WhatsApp messages from the CRM (this is planned for a later version of the connector).

Play call recordings.

People and companies in your CRM are your own records: their email addresses and phone numbers are shown in full. Consumer email addresses on orders stay masked.

Data that only QrX admins may see is never shared.

Everything the assistant reads is sent to the company that runs your AI assistant. Untick CRM when you connect if you do not want that.

Every change is logged with your name followed by "(AI: assistant name)" in the CRM timeline and the Activity Log.

"This CRM feature is not in the account's plan": the feature (for example deals or reports) needs a higher CRM plan. See Settings > Billing.

"Your QrX role does not allow this tool": ask your administrator for the CRM permission the tool needs (view deals, view calls, view reports, edit, manage tasks or make calls).

The assistant cannot find a person: search by part of the name, the email or the phone; the assistant can also page through the results.

A change is refused because the record changed: someone edited it in the meantime. Ask the assistant for a new preview.