AI CRM assistant by voice or text
Tap the mic and tell Espo what you need. The assistant reads the record, logs the call, books the follow-up, and asks before it sends — it doesn’t just draft, it does the work.
A real conversation in a demo workspace — contact looked up, task created and linked to the right deal, text drafted, approval requested. The walkthrough video is being filmed — every feature is getting one.
An agent between showings needs to move five leads forward without opening a laptop.
This is not AI pasted next to a CRM. The assistant operates the CRM itself.
One BBRG agent used the assistant 858 times in a measured month.
Watch it do the work.
Say it like you’d say it to a teammate
Tap the mic between showings — “Add a task for Friday to call Sofia about her Lincoln Park showing, and draft a follow-up text” — or type it. No forms, no field-hunting, no waiting until you’re back at a laptop.
It reads the record before it acts
The assistant pulls the contact, checks do-not-disturb across every channel, and untangles which deal you actually mean — here it spotted two active deals and linked the task to the showing-related one, then said so out loud.
Nothing sends without your OK
It drafts the message in your voice, shows it to you, and asks — “Want me to send this now, or tweak the wording first?” Every approval is logged. Speed without turning your database into an unsupervised auto-blast machine.
Everything lands in your CRM
The task sits on the deal, the draft waits in the thread, the activity history shows what happened and why. Your pipeline stays the source of truth — the assistant just does the typing.
Real product screenshots from a demo workspace — not mockups.
Asked about this feature.
Wondering how this fits your team? Ask the assistant — it knows every feature on the wall.
See it running on your market.
Book a call and we’ll walk this feature — and the rest of the engine — against your actual listings and pipeline.