AI assistant

Claude connected to your CRM, running on your own API key.

What the assistant can do

The assistant is Claude connected to your CRM, so it answers with the real contents of your workspace rather than generic guesses. Ask it to summarize a long thread, draft a reply in your voice, pull the next steps out of a conversation, or answer a question about a contact or a deal.

It is there to save you the reading and the retyping, so your time goes to the conversation and not the admin around it.

How to enable and use the AI assistant

The assistant is Claude connected to your CRM. It uses your own Anthropic API key, so you pay Anthropic directly with no markup, and no key is needed for the rest of Telebux.

  1. 1
    Get an API key. Create an API key in your Anthropic Console account.
  2. 2
    Add it in Settings. Open the AI section in Settings, paste your key (it is encrypted before it is stored), and choose a model.
  3. 3
    Use it. Ask it to summarize a long thread, draft a reply, pull out the next steps, or answer questions about a contact or deal, using the data already in your workspace.

Tip. Because it reads your CRM context, the assistant answers with real details from your workspace rather than generic guesses.