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Hey folks,
I hope everyone is doing well.
i am currently building an extension as an AI assistant - currently used for email and email template. below current covered features (if you are interested)
AI Assistant for EspoCRM
Email Compose — Write emails from a prompt with tone and length controls. Optional AI-generated subject line.
Email Reply — Generate context-aware replies with custom instructions. Thread-aware when enabled.
Email Summarize — One-click summary of any email or thread. Highlights key points, action items, and deadlines.
Create Task / Schedule Call — Generate actionable follow-ups directly from a summary, pre-filled with AI-extracted action items and linked to the original email.
Email Template Generator — AI-powered template creation for reusable emails and campaigns.
Multi-Provider Support — Google Gemini, OpenAI, Anthropic, DeepSeek, and Grok. Switch providers anytime from admin settings.
Permission Gated — Role-based access control. Admins decide who can use AI features.
Format Aware — Generates content in HTML or plain text based on the editor's current format setting. Seamlessly adapts to the user's preference.
Language Aware — Seamlessly adapts to the user's language preference.
Keyboard Shortcuts — Ctrl+Enter to generate/insert, Ctrl+R to regenerate across all modals.
WIP: Stats widget (per user etc) - also Tokens usage per request. Integration with knowledge base article (current design idea is to generate a knowledge base article using a prompt or providing an external link e.g if you have a blog post on your website and want to build a knowledge base article from that blog).
I hope everyone is doing well.
i am currently building an extension as an AI assistant - currently used for email and email template. below current covered features (if you are interested)
AI Assistant for EspoCRM
Email Compose — Write emails from a prompt with tone and length controls. Optional AI-generated subject line.
Email Reply — Generate context-aware replies with custom instructions. Thread-aware when enabled.
Email Summarize — One-click summary of any email or thread. Highlights key points, action items, and deadlines.
Create Task / Schedule Call — Generate actionable follow-ups directly from a summary, pre-filled with AI-extracted action items and linked to the original email.
Email Template Generator — AI-powered template creation for reusable emails and campaigns.
Multi-Provider Support — Google Gemini, OpenAI, Anthropic, DeepSeek, and Grok. Switch providers anytime from admin settings.
Permission Gated — Role-based access control. Admins decide who can use AI features.
Format Aware — Generates content in HTML or plain text based on the editor's current format setting. Seamlessly adapts to the user's preference.
Language Aware — Seamlessly adapts to the user's language preference.
Keyboard Shortcuts — Ctrl+Enter to generate/insert, Ctrl+R to regenerate across all modals.
WIP: Stats widget (per user etc) - also Tokens usage per request. Integration with knowledge base article (current design idea is to generate a knowledge base article using a prompt or providing an external link e.g if you have a blog post on your website and want to build a knowledge base article from that blog).
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