Suite Assistant

Suite Assistant

SuiteAssistant is an intelligent AI-powered assistant integrated into SuiteCRM, designed to streamline user interactions and boost productivity. The chatbot allows users to create, view, and manage records using simple typed commands or voice instructions.

Whether you're updating a lead, scheduling reminders, or creating a contract, Suite Assistant makes it effortless with natural language interaction.

Key Features:

• Generate new records for any module, such as Leads, Contracts, etc., using plain text or voice commands.
• Built-in voice AI allows you to speak directly to the AI Assistant—ideal for hands-free multitasking.
• Retrieve any record and view it by simply clicking on the View Record button.
• Create upcoming reminders and check all scheduled tasks using conversational commands.
• Works across all core SuiteCRM modules.

Click on the ASK Assistant bar

To Create a Record:

• Create a new lead for Mr Mark Smith

To View a Record:

• Click on View Record when prompted by the Suite Assistant.

Create a new record for the contract module

To Create upcoming reminders

• Schedule upcoming call for July 28 at 8 PM

To check upcoming Reminders or Calls

• Show me upcoming Reminders/ Calls

Instruct by speaking into the mic

-Make sure microphone permissions are enabled for voice features