Espocrm AI Extension
EspoCRM AI Extension is designed to boost productivity and decision‑making by integrating powerful AI features directly into EspoCRM.
It helps users generate emails and stream comments, calculate lead scores or other fields using AI‑based formulas, and automate everyday CRM tasks with ease.
The extension includes AI Profiles to customize behavior for different use cases, prompt management for fine‑tuned control, and an AI Sandbox to safely test and experiment before going live.
It also introduces a smart paste feature, allowing users to copy text from any page, file, or message and paste it into EspoCRM.
The AI automatically analyzes the content and fills the relevant entity fields, saving time and reducing manual data entry.
Key Features
- AI Profiles Management
- AI Prompts Management
- AI‑generated Emails
- AI Stream Comment Generation
- AI Formula Functions
- AI Sandbox for testing
- Smart Paste with automatic field parsing
Documentation