AI CRM
An AI CRM for your customer conversations
Website chat, contacts, deals, tasks and bookings in one workspace. In Autopilot, enabled AI actions can help with contact details, tags and lead stages. KeyScale configures the workspace and included services under your project order.
One inbox for your website chat
Every website chat lands in one inbox, linked to a contact record, with deals, tasks and bookings beside it. Enabled AI actions can save a supplied name, email and phone number, add tags and update lead stages. Marking a deal won is a human action.
The chat widget is added to your website with a single script. We check that your site supports it before setup; site builders, security policies and consent tools can affect installation. Any other connection is agreed for your project and listed in your order.
Email works differently. Optional email alerts notify configured recipients about customer messages. Alerts are rate-limited per conversation and delivery can be delayed or fail. If email replies are enabled, replies to a conversation email return to that thread. KeyScale does not provide a general-purpose email inbox.
AI-assisted contact updates
In Autopilot, contact capture, tagging and stage updates are separate configurable actions. Tags and stage changes are not enabled by default. Review AI updates for accuracy; the agent may not capture every detail.
| What | How it works |
|---|---|
| Contact details | When enabled, the agent can save a supplied name, email or phone number to the conversation's contact record. |
| Tags | The optional tagging action can add topical tags. It must be enabled and its results should be reviewed. |
| Lead status | The optional stage action can update supported stages; marking a deal won remains a human action. |
| History | Stored messages remain linked to their conversation and contact, and a deal keeps the chat it came from. |
Choose Autopilot to send replies automatically, or Suggest to review and edit drafts before sending. In Autopilot, enabled AI actions can update contact details, tags and lead stages. Suggest does not run these actions or display the chat contact form. Sending a draft sends its text only. Schedules restrict automatic replies, not draft generation; usage limits and service availability apply to both modes.
What the workspace gives you
- One inbox for your website chat, with each conversation linked to its contact
- A sales pipeline with your own stages and deal values
- Tasks with owners, due dates and reminders
- Configurable AI actions for contact details, tags and lead stages
- Saved replies and optional email alerts
- Installable workspace on supported browsers, with optional push notifications
Use the workspace in a supported browser, with installation and optional push notifications where available. Push requires your permission and delivery setup. Full workspace access needs an internet connection; unsent replies may be queued until connectivity and sign-in allow delivery.
From first message to booked job
Beyond the inbox, the workspace can include a sales pipeline with your own stages, tasks with owners and reminders, an online booking page and automations for follow-ups. Each is switched on and configured for your agreed workflow; see all features. It is not a custom-object or database builder.
Getting started
Tell KeyScale what your business does and where your enquiries come from. We agree a scope and quote, then set up your workspace, website chat and AI agent.
