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Module · AI assistant

The AI assistant writes the reply. You press send.

When a customer writes, the AI assistant can suggest a reply from the customer's orders, appointments and your prices — plus the actions that go with it, like moving a visit or adding a note. You read the suggestion, adjust it and send it yourself. Over time the assistant learns your tone from the replies you send.

The AI assistant in Clientflow suggesting a reply to a customer enquiry

What's inside the AI assistant

Reply suggestions in the conversation

Press "Generate AI suggestion" in a conversation and the assistant writes a reply from the customer's orders, appointments and your prices. You insert it into the message, adjust it and send it yourself — nothing is sent automatically.

Proposed actions — one click

With the reply, the assistant proposes the actions that fit the enquiry: reschedule a visit, add a note, update the customer's time preferences, or convert and close a lead. Press "Execute" and it's done.

Learns your tone

The assistant learns from the replies you send and from your thumbs up and down on its suggestions — so the suggestions sound more and more like you.

Call transcription

On Enterprise, calls can be transcribed, with key points and a conversation analysis on the call — instead of notes written by hand afterwards.

How service businesses use the AI assistant

Window cleaners

A customer writes that she's away on Thursday → the assistant suggests a reply with a new time and the action "reschedule the visit" → you tweak a detail, send, and press "Execute".

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Cleaning companies

A housing association asks what an extra stairwell would cost → the assistant writes a reply from your prices → you read it through and send.

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Plumbers & electricians

An urgent call is transcribed → the key points sit on the call, so the colleague who takes the job knows what the customer said.

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Frequently asked questions about the AI assistant

What can the AI assistant do?
It suggests replies to customer enquiries from the customer's orders, appointments and your prices, and proposes the actions that go with them — like moving a visit or adding a note — which you carry out in one click. On Enterprise it can also transcribe calls.
Does the AI assistant send replies without me?
No. The suggestion is a draft: you insert it into the message, adjust it and send it yourself. Actions only run when you press "Execute".
What does the AI assistant cost?
Starter and Professional include 3 free AI replies per week. On Enterprise there's no weekly limit — usage draws on your AI credits, and 7,500 credits are included in the plan. See pricing.
Does the AI assistant transcribe calls?
Yes, on Enterprise. A transcribed call gets key points, the full transcript and a conversation analysis on the call.
Can we turn AI off?
Yes. The "Allow AI processing" master switch under Settings → Company profile applies to the whole company. When it's off, AI doesn't read your messages.

Go deeper on ai assistant

Trades using this module, problems it solves, integrations it fits with, and articles where we go into detail.

Integrations that fit

Tools Clientflow connects directly with — so data never has to be entered twice.

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