Aype.AI

AI Assistant built into Your CRM

A system of AI/LLM agents inside your CRM.

Overview

What is Aype.AI

A sidebar in your CRM

The chat window is part of the CRM interface. You can type a question or dictate it — in Polish or in English.

A team of agents instead of a single chatbot

An orchestrator breaks the question into tasks and hands them to specialized agents — independent tasks run in parallel.

Permissions of the logged-in user

Everything the AI sees comes from the logged-in user’s permissions and real data — it won’t share data the user can’t access.

Data only through secure tools

Every read and write in the CRM goes through the CRM’s internal tools. The language model has no direct access to the database.

The result in the same window

An answer, a table, a chart, or a link that opens the CRM record with one click.

Capabilities

What Aype.AI can do

Answers questions about your data

It understands the question in your local language, builds the query itself, and returns a table, a chart and links to records.

Works in the context of the record

It sees the open record, suggests the next step, and highlights the right elements on screen.

Prepares quotes and meetings

It builds quotes with line items, schedules meetings, and surfaces the client’s history. It always saves only after confirmation.

Teaches you the system

It guides the user through step-by-step tutorials right on the live CRM interface.

Processes voice notes

A phone recording lands in the CRM, and the agent turns it into decisions, tasks and meetings.

Keeps data and facts in check

It anonymizes personal data, answers only based on CRM data, and logs every call.

Automation

Quotes, notes and meetings from one window

Quotes

The agent finds the company and products, then builds a quote with line items. It only saves after the user confirms.

Client history

It gathers orders and past quotes for the company — a complete picture before your call with the client.

Calendar

It checks availability and creates a meeting linked to the company.

Complaints

It evaluates the complaint against the terms and prepares a draft response.

Working in the field

A voice note from your phone, straight into the CRM

1

Recording after the meeting

The salesperson records a voice note on their phone — still in the car, without a laptop or forms.

2

The note lands in the CRM

The recording is saved against the right client and waits to be processed.

3

The agent reads and understands

Aype.AI turns the recording into text and extracts decisions, deadlines and to-dos.

4

Actions create themselves

Tasks and meetings are created in the CRM from those decisions. Nothing from the meeting gets lost.

Data security

Personal data stays in the company

With anonymization turned on, the language model never sees real personal data — it works on stable placeholder tokens.

User message

„Prepare a quote for John Smith, phone 601 123 456”

Anonymization

„…for FirstName_1 LastName_1, Phone_1” — data replaced with tokens

Language model

It works only with tokens. Personal data never reaches the API or its logs.

De-anonymization

CRM tools and the user get the real values back.

≈750 000
entries across name lists — the PESEL registry and European lists
15
categories of detected data: from PESEL and NIP numbers to card and document numbers
0
real personal data records in model calls and API provider logs
Implementation

From configuration to work on live data

Start

Easy start

The plug-in installs into your existing CRM — no system rebuild, no data migration.

Configuration

Agent configuration

Ready-made agents are adapted to your processes, user roles and data scope.

Live data

Measurable results

Scenarios run on live data — you can see the results in execution traces and quality reports.

Stabilization

Stabilization and fine-tuning

We fine-tune prompts and permissions from the admin panel — without additional deployments or downtime.

Implementation without rebuilding your CRMNo data migration and no interruption to your users’ work.

A conversation instead of clicking around

Aype.AI — an AI assistant built into your CRM.

Faster

A question in the sidebar replaces navigating through modules and manually building queries.

Safer

The system anonymizes personal data, requires confirmation before saving, and logs every model call.

Under control

An administrator manages agents, permissions and quality from a single admin panel.

Andrzej Sędkowski · as@aype.pl

Want to talk?   Get in touch.

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