Features How it works API Plans Web chat Support Connect CRM
Works in your browser and Telegram — no install

Set up your CRM
without developers

Kai is an AI assistant that sets up your CRM from a plain-language message in Telegram or right in your browser. It asks the right questions, builds a plan for your business and configures the CRM automatically.

You need an account in your CRM — most systems offer a free trial. Supported CRMs are listed below.

ConnectingComing soon

Calling Kai — coming soon

Soon you will be able to talk to Kai — right in the browser and in Telegram: describe your business out loud, Kai asks questions and sets up the CRM during the call. Kai already understands voice messages — in the chat on this site and in Telegram.

or send a voice note in Telegram
Connect your CRM in 1 click — OAuth, no keys

We integrate with

Official Kommo Partner

Three steps
to a ready CRM

No need to figure out settings or hire an integrator anymore.

Scripted demo · nothing is sent
Pick a business:
We run a dental clinic. Leads come from the site and Instagram, and half of them get lost.
How many new patient requests a month?
The plan is ready:
  • pipeline “New patients”
  • 6 stages built around your process
  • 4 deal fields
  • 2 rules that create tasks on events
Done. 1 pipeline, 6 stages and 4 fields are created in the CRM. 2 Kai rules now create tasks on events.
CRMNew patients
1Request
Anna, implant
Call back · 15 min
2Reached
3Booked
4Visit confirmed
5Appointment
6Treatment plan
Deal fields
ServiceDoctorAppointment datePlan amount
Kai rules
New request → task: call back within 15 minutes
Booked → task: confirm the visit the day before
The real Kai asks more questions and builds the plan around your process.
01

Describe your business

Kai asks clarifying questions with answer options. Respond by pressing a button or voice — no need to think.

02

Approve the plan

Get a detailed plan: pipelines, fields, stages, auto-tasks. Edit if needed — then confirm with one button.

03

Done — CRM is configured

Press 'Implement' — Kai creates everything in your CRM account in seconds via official API.


Kai is an analyst
who thinks with you

Not a template bot with a survey. A real dialog with an expert who then implements everything.

KaiDemo data

I checked the “Sales” pipeline and found 4 issues. Two are fixed with one tap, two with one message.

D 40/100 pipeline health
  • CriticalNo loss reasonsDeals are closed as lost with no reason, so you can’t see where you lose them.5 loss reasons created
  • ImportantNo lead sourcesYou cannot tell which channel brings customers.5 lead sources created
  • Critical62% of open deals sit at “Thinking”A bottleneck: deals enter the stage and do not leave it.Kai set a rule: a deal enters the stage → a task for the rep, due in 2 days. The bottleneck clears once deals move.
  • ImportantNo automationsEverything depends on what the reps remember.Kai set a rule: no reply for 30 minutes → a task on the dealCleared: the rule above is your first automation
This is how the audit and the check-up look in the chat: findings, buttons, a grade. Your own pipeline will show your own numbers.Grade B. The bottleneck clears once deals move: the rule is already in place. In your CRM it takes one chat message.

Consults like an expert

Asks the right questions, suggests options, adjusts the plan. Interactive dialog with answer variants — respond with a button click.

Configures CRM automatically

Creates pipelines, fields, stages, tasks, contacts via official API. Click 'Implement' — Kai does everything in seconds.

Generates specs in PDF

The agreed plan becomes a professional document — technical specifications for your team or integrator.

Understands voice messages

Send a voice message — Kai recognizes speech and responds. Dictate tasks without typing.

Checks your CRM every day

Kai checks your funnel daily: conversion drop, piling deals, new issues — you get an alert, advice and one-tap fix buttons. After the fix, it shows the improvement in numbers.

Works without Telegram

Full-featured browser chat: OAuth CRM connect, card payment, notifications — no Telegram needed. Have Telegram? Link it in one click — one account across both.

Funnel audit + auto-healing

Finds problems — missing loss reasons, sources, automations, bottlenecks, low conversion. Loss reasons and sources are fixed with one button; automations are added with one message.

Drop-off analytics

Shows where deals leak across pipeline stages and for which loss reasons. Clear what to fix first.

Lead scoring

«Who to call first»: scores deals, gives direct links and writes the score into a CRM field automatically.

Funnel check-up

Funnel health summary with an A–D grade and weekly auto-delivery right to the chat. Stay on the pulse.

SOP — auto playbook

Automatically builds a funnel-maintenance playbook — how to run it so it doesn't degrade. A ready SOP for the team.

Smart Excel import

Recognizes columns (budget → deal value), deduplicates and maps fields transparently — you see the full mapping before import.

Deeper discovery

Digs into bottlenecks and the customer lifecycle, turning it into the right pipeline stages. Not a survey — real diagnostics.

Multi-account & multi-admin

Multiple accounts and admins on one CRM — without duplicating automations. Work as a team on one funnel.

Meeting prep

Kai builds a one-message deal brief: stage, budget, contact with phone, open tasks, latest notes and 3 smart questions to ask.

Deal health check

Instant diagnosis of any deal: is there a next step, is the client going cold, and one concrete fix to apply right now.

Client memory

Kai remembers each client's context and keeps it organised across your CRMs: niche, agreements, open tasks.


Full CRM management
via chat

65 actions via your CRM's official API — in Telegram or in your browser, no code, no integrators.

Before Drag the slider: the same pipeline before and after one conversation with Kai After Kai
Request
Ivan P.task: today
Daisy LLCtask: today
Qualified
Olga V.task: tomorrow
Proposal sent
Anna S.task: in 2 days
Office Plustask: tomorrow
Negotiation
Kitchens Protask: today
Contract
Build Housetask: sign
Payment
Demo data. Left: duplicate stages, deals without tasks and “Thinking” for 37 days. Right: stages built around the process, every deal has a next step.

Pipelines and stages

Creates, renames, and deletes pipelines. Adds stages with colors from the CRM palette, reorders and groups by sales logic.

Fields and entities

Adds custom fields (text, number, list, date, numeric/monetary) to deals, contacts, and companies. Makes fields required, sets values.

Deals, contacts, companies

Creates deals with budgets, contacts with phone and email, companies. Links entities, moves deals through stages.

Tasks and automations

Creates tasks (call, meeting, email) with deadlines. Sets up event → action automations, notifications and webhooks.

Tags, notes, analytics

Creates and applies tags. Adds notes to deals. Shows analytics: pipelines, fields, users, account activity.


Available
API actions

Kai uses your CRM's official API. All operations are performed securely without your passwords.

Phrase → action → replyExample replies · nothing is sent

Tap any action in the list below to see the phrase that triggers it.

All examples
  1. create_pipelineCreated the “Sales” pipeline: 4 stages.
  2. add_stageStage “Site visit” added to the “Sales” pipeline.
  3. create_fieldField “Budget” (number) created for deals.
  4. make_field_required“Source” is now required at the “Contract” stage.
  5. create_dealDeal created at the “Request” stage.
  6. create_taskTask created: call, due tomorrow, linked to the deal.
  7. create_automationRule added: move to “Proposal sent” → a task due in 2 days.
  8. create_automationRule added: no reply for 30 minutes → a task on the deal.
  9. funnel_auditFound 3 issues: no loss reasons, no sources, 62% of deals at “Thinking”. Two are fixed with one tap.
  10. drop_off_analysisMost deals sit at “Thinking”: 62% of open ones. Conversion to contract is 18%.
  11. lead_scoringTop 5 hot leads: “Office Plus” 84, “Kitchens Pro” 79, … Write the scores to the field?
  12. generate_SOPDone: a daily, weekly and monthly routine with accents from the audit findings.
  13. import_contactsLooks like a client base: 120 contacts with a phone or email. I can import them and skip duplicates by phone.
  14. notify_in_telegram⚡️ Automation #12 is on: New deal — notification in Kai. It arrives right here, in this chat — no separate bot or tokens.
create_pipeline
update_pipeline
delete_pipeline
add_stage
update_stage
delete_stage
create_field
update_field
set_field
make_field_required
delete_field
create_deal
update_deal
delete_deal
create_contact
update_contact
delete_contact
create_company
update_company
delete_company
link_entities
create_task
close_task
delete_task
add_note
create_tag
add_tag
create_webhook
delete_webhook
create_automation
delete_automation
account_map
create_user
create_role
install_widget
configure_widget
delete_widget
private_integration
external_integration
delete_integration
list_widgets
list_automations
list_integrations
kai_inside_crm
funnel_audit
heal_funnel
drop_off_analysis
lead_scoring
write_lead_score
funnel_checkup
generate_SOP
score_digital_pipeline
dedupe_automations
list_loss_reasons
list_sources
map_excel_fields
export_to_excel
crm_daily_watch
health_dashboard
crm_desktop_dashboard
auto_score_digital_pipeline
interactive_field_mapping
generate_spec_PDF
import_pipeline_Excel
import_contacts
read_files
voice_messages
screenshots
65 actions available
Available
In progress

The Kai agent office

A team of AI assistants works inside your CRM and reports on one screen. This is a mock-up: tap an event, see who takes it, and tell us whether you want it.

Mock-up · not built yet
4 of 5 on duty 0 actions today 0 waiting for approval
CRM Doctorchecks the pipeline daily and proposes fixes
on dutywaiting for data 3 of 20
Lead scorerscores new leads and fills the field
on dutywaiting for data 3 of 20
Reply watcha customer is waiting — sets a task
on dutywaiting for data 3 of 20
Deal summarieswrites chat summaries into the deal card
on dutywaiting for data 3 of 20
Loss analystreviews lost deals and proposes rules
on dutywaiting for data 3 of 20

CRM events — tap to hand one to an agent

Feed

Nothing yet — tap an event.

The real office does not exist yet. The button opens the bot: we put you on the early list and ask which agent you need. We build it once enough people want it. I want this office

Kai vs other ways to set up a CRM

Honestly: every route has its place. Kai covers the most common case — a working CRM in minutes, not a weeks-long project.

The table scrolls sideways

Task By yourself Integrator Built-in CRM AI Kai
Pipeline, stages, fields Hours in settings, easy to get required fields wrong Done from a spec, usually 1–3 weeks Suggests and writes texts, does not create settings One message — pipeline and fields created via the API
Automations and integrations Digital Pipeline / Salesbot by hand, connectors separately Turnkey, but every change is a new invoice Only inside its own CRM Trigger → action by description; deal → Telegram, Sheets, webhook
Funnel audit and analytics CRM reports, conclusions are yours One-off, within the project Deal summaries Finds bottlenecks and tells you how to clear them; checks every day
Time to result Days Weeks Instant, but by hand Minutes
Price Your time Project from hundreds of euros, changes billed separately Included in the CRM plan From €29/mo (automations from €59), 3 days free

Integrator and built-in assistant timings and prices are typical benchmarks, not promises — check with a specific vendor.

Pick the plan for your stage

First 3 days free — the clock starts when you connect your CRM. Pay by card, Telegram Stars, or crypto (USDT).

Start
€29 /mo

Set up your CRM by talking

3 days free
  • Consultation & spec (PDF)
  • Pipelines, stages, custom fields
  • Leads, contacts, companies
  • Tasks, tags, notes
  • Loss reasons & lead sources
  • Import from Excel/CSV
  • Voice messages & screenshots
  • Account map (PDF)
  • ~100 requests/mo
  • 1 CRM account
  • Automations
  • Custom integrations
Choose
Max
€119 /mo

+ priority & custom work

Trial runs on Start features
Everything in Pro, plus:
  • Priority support
  • Extended client memory
  • Custom builds tailored to your business
  • +€30 per build (flat)
  • ~1,600 requests/mo
  • Your own CRM via API
  • Up to 10 CRM accounts
Choose
Custom integrations — tailored to your process Max only

A non-standard integration or custom build (your own webhook, a link to an external service, a special scenario) is available on the Max plan only. Each build is a flat €30, no guesswork.

  • Multi-step chains. «Create a record in my service → send its id to Telegram» — up to 3 chained requests, with data passed between steps.
  • Full transparency. Before switching it on, Kai shows exactly what will be sent — on a test deal, with secrets masked. The «Send test» button fires a trial request right away.
  • One-tap payment. €30 per build — pay by card with a button right in the chat.
your webhook Email Notion any HTTP API
Support that fixes things, not just replies all plans

Message the support bot — it takes your question or bug right in the chat. Bug reports go into an automated AI pipeline that reproduces the problem, prepares the fix and ships it, then notifies you that it is done.

@aiicrm_support_bot

Frequently asked questions

Yes — it checks your funnel health daily. All good — it stays quiet. Something dropped — you get an alert, advice and fix buttons. Free, doesn't spend your requests.
Top up or upgrade right in the bot (/plan). There is no daily cap on trial — just a 3-day budget, and the bot warns you when ~8 requests are left.
Yes, anytime — up or down.
Yes — Kai configures your CRM; the CRM licence is billed separately at their rates (the CRM has its own trial).
Card · Apple Pay · Google Pay (via Polar — a receipt/invoice arrives by e-mail) · Telegram Stars · crypto (USDT). Company invoice with VAT ID — via support, issued manually.
Card plans renew automatically, but we remind you 7 days before — you can cancel right in the bot. Stars and crypto are one-off, no auto-charge.
One message to the bot — 'create pipeline', 'add field', 'import contacts'.
First 3 days free, no card; the clock starts when you connect the CRM. The trial includes ~25 requests and Start-plan features. Try risk-free.
Kai is built by a small team from Poland (EU). CRM access is OAuth 2.0 only: we never see passwords, tokens are encrypted at rest. AI providers (OpenAI, Anthropic) receive only the text of your request — never tokens or your database. You can revoke access in the CRM settings anytime; /disconnect unlinks the CRM, and full data deletion is done on request via @aiicrm_support_bot. Details are in the privacy policy at the bottom of the page.
Card payments go through Polar (merchant of record) — a receipt/invoice arrives by e-mail. An invoice with your company details and VAT ID, a contract or a DPA — on request via support, prepared manually. A ruble invoice for a Russian legal entity is not available yet.
Rules («deal moved — task», «no reply — notify me») live on Kai's side: it listens to CRM events via a webhook and performs the action through the CRM API. They don't appear in the CRM's own Digital Pipeline and run while your subscription is active. Everything already created in the CRM — pipelines, fields, tasks, contacts — stays forever.
Beta: pipelines and stages, fields, deals, contacts, companies, tasks, analytics and specs. In-Bitrix24 automations (robots) and widgets are not there yet — if those are your main need, it's fairer to wait or use amoCRM/Kommo, where everything works.

Connect your CRM in 1 click

Click the button — the bot opens, pick your CRM, authorize via OAuth. No keys, no ZIP files.

Connect in 1 click

Consultation. Setup.
Done.

I can set up your CRM in minutes — tell me what you do?