OptiCRM module

AI Assistant

Ask your CRM anything — in plain English

OptiCRM includes a built-in AI Assistant powered by Claude that understands your institution's data. Query students, fees, attendance, and reports in natural language. On Enterprise plans, it even helps you configure custom objects, create announcements, and manage your CRM — all through conversation.

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AI Assistant

Online
How many students have outstanding fees?
Queried your data
142 students have outstanding fees
Total: ₹18,47,500
Overdue: 89 students
Capabilities

What AI Assistant gives you

Natural language data queries

Ask "How many students have outstanding fees above ₹50,000?" and get a formatted answer from your live database. No reports to build, no filters to configure.

Strict institution-scoped guardrails

Every query is filtered to your institution only. No cross-tenant access. Users only get tools matching their role — a Teacher cannot create objects, a Finance Officer cannot modify staff.

15 CRM-native tools

The AI can search records, run reports, check KPIs, create objects, add fields, send announcements, and manage fee heads — all within OptiCRM. No general-knowledge questions, no code generation, no external web access.

Conversational configuration (Enterprise)

Say "Create a custom object called 'Scholarship Application' with fields for name, amount, and status" — and the AI scaffolds it for you. Read-before-write confirmation on every change.

Spotlight

Natural language data queries

Ask "How many students have outstanding fees above ₹50,000?" and get a formatted answer from your live database. No reports to build, no filters to configure.

  • Ask in plain English — the AI translates intent into the right CRM tool calls.
  • Strict guardrails: institution-scoped, role-aware, no cross-tenant access.
  • Built on enterprise AI infrastructure with safety-aligned reasoning.
Try it free →
AI AssistantBuilt-in AI
Online

Try a sample query

Click any chip below to see the AI Assistant work on real institutional data.
How it works

From zero to live in 4 steps.

01

Click "Ask AI"

The AI button lives in the dashboard header. One click opens the chat panel.

02

Type or click a suggestion

Ask in plain English, or pick from suggested queries tailored to your role.

03

AI queries your data

The assistant calls the right CRM tools, fetches your live data, and responds with formatted results.

04

Confirm any changes

For configuration actions, the AI confirms before executing. Nothing happens without your approval.

Everything in AI Assistant

Every capability, in detail.

Block 01

Data queries on students, fees, attendance, staff

  • Data queries on students, fees, attendance, staff

    Query any entity: "List all students in Grade 10", "Show outstanding fees above 50,000", "What's the attendance rate today?"

  • Report execution in natural language

    "Run the monthly fee collection report", "What are the dashboard KPIs?", "List all saved reports"

AI Assistant

2 capabilities

Query any entity: "List all students in Grade 10", "Show outstanding fees above 50,000", "What's the attendanc…

Block 02

Configuration help

  • Configuration help

    Create custom objects, add fields, manage fee heads, send announcements — all via chat on Enterprise.

  • Navigation & discovery

    "What objects are configured in the system?", "Show me the fields on the Student object", "Where do I set up fee structure?"

AI Assistant

2 capabilities

Create custom objects, add fields, manage fee heads, send announcements — all via chat on Enterprise.

Block 03

Multi-step reasoning

  • Multi-step reasoning

    The AI can chain tool calls — lookup a student, then fetch their fees, then summarize their outstanding balance.

  • Safety-aligned reasoning

    Built on enterprise AI infrastructure known for strong reasoning, careful safety behavior, and clean structured output.

AI Assistant

2 capabilities

The AI can chain tool calls — lookup a student, then fetch their fees, then summarize their outstanding balanc…

Block 04

Browser-only chat history

  • Browser-only chat history

    Your conversation history is stored in your browser only, not on the server.

  • No external data access

    Cannot browse the web, call external APIs, or send data outside your CRM. Fully sandboxed to your institution.

AI Assistant

2 capabilities

Your conversation history is stored in your browser only, not on the server.

Under the hood

For the technical folks on your team.

Built on enterprise AI infrastructure with safety-aligned reasoning

Row-level security enforced on every tool call

Conversation history stored client-side only

Tool access gated per user role

Plan-gated: Professional = 9 query tools, Enterprise = 15 full-access tools

No cross-tenant data access — strictly institution-scoped

Works better with

Part of one platform.

Reports & Analytics

Powerful report builder with pivot tables and scheduling

Learn more

Admissions CRM

From enquiry to enrollment — with a Kanban pipeline

Learn more

Fee Management & Payments

Fee structures, online payments, and double-entry accounting

Learn more

Stop digging through reports.

Let your CRM answer questions in plain English. Live data, strict guardrails, ready in minutes.

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