Just ask.
Invoice sync has failed since the 4.2 update. Two earlier tickets from the same customer were both resolved by re-authorising the connector.
Hej! Vi behöver en uppdaterad offert innan fredag.
Hi! We need an updated quote before Friday.
What is AI Assist?
Your assistant built into Lime CRM
You ask, it answers
Nothing runs in the background. AI Assist acts on request, every single time.
It knows the data
Answers come from your CRM; deals, tickets, activity feeds. Not a generic model guessing. Users only sees what they already have access to.
It’s where you already work
Built into Lime CRM, on the record you’re already looking at.
Sales
AI Assist reads everything that happened on the account since your last meeting and gives you a summary plus the things you need to know, then answers a follow-up about risk.
Customer service
The ticket arrives in French. AI Assist notices, drafts the reply in French, and matches the tone of your own previous answers.
Marketing
Results measured against your own benchmarks rather than an industry average, with the one number that needs attention called out.
Where can I find it?
AI Assist lives right in the left-hand toolbar of Lime CRM – no separate tool to open, no extra login. It’s built into the workspace itself, so no matter where you are in the system, AI Assist is just one click away. Always within reach. AI Assist is available in the Lime CRM web client for cloud customers. It works only with the information each user already has access to.
Use cases
What you could actually use it for
Sales
Is this lead worth my time?
A qualification based on company data, source and what’s already in the CRM.
Update me on the customer before the meeting
Everything that’s happened since the last meeting, in one paragraph.
Turn my notes into next steps
Concrete actions, dated and ready to log.
What does my pipeline look like this month?
Number of deals, value, what’s moved and what’s stalled.
Customer service
Summarise this case
The problem, what’s been tried and what the customer actually wants.
Has the customer had this problem before?
All related cases in their history.
Write a reply in the customer’s language
A ready-made reply, in the customer’s language, in your tone.
Write the resolution summary
A clean closing note, ready for the knowledge base.
Marketing
What are people actually saying in the NPS?
Themes, with the quotes behind them.
How did this send perform?
Results against your own benchmarks.
Translate the campaign to Swedish
Same message, properly adapted.
Who in this segment is actually engaged?
A shortlist built on real activity.
What are credits?
Credits is our way of measuring how much work AI Assist executes. Each month, usage will reset, which AI Assist then draws from whenever it’s put to work.
What a credit is
Credits are how we measure the work AI Assist does for you. A quick lookup uses fewer credits than a question that reasons over a long customer history, so what you spend follows the actual work rather than a flat charge per question.
What is included
Credits are pooled across your account rather than allocated per person, so heavy users and occasional users balance each other out. Every plan includes a monthly amount per user, and the pool resets at the start of each month.
Keeping track
You can follow usage for the whole account directly in Lime CRM at any time. Users are notified when 85% of the monthly pool has been used, so nobody is caught out.
If the pool runs out
AI Assist pauses until the pool resets at the start of the next month. No new questions can be sent, and nothing else in Lime CRM is affected. If you would rather not wait, talk to us about moving up a plan.
Credits per plan
| Plan | Credits per user per month |
|---|---|
| Free | 50 |
| Light | 100 |
| Standard | 300 |
| Power | 1 000 |
| Unlimited | Unlimited |
Every Lime CRM cloud customer starts on the Free plan automatically. Credit allowances may change over time. We give 30 days’ notice of material changes, which take effect from your next billing period. See our Terms & Conditions here
AI Assist is live in Lime CRM Cloud.
AI Information Security
Your data stays within the EU and is never used to train AI models. Our Trust Center has the full picture.
Technical documentation
Head over and read the Technical documentation.
Contact us