An AI brief on the customer file

What changed

A customer file has a tab, AI assistant. It summarises who the customer is, including recent channel conversations, support cases, and activity from NabuRent and Nabusto. It suggests one next step and why, and it drafts a reply to the latest open conversation in the customer's language.

The draft is saved as a pending reply. When NabuPilot's approval address is set, it is handed to that queue. The customer is not messaged.

How to use it

Open the customer's file from Pipeline.
Select AI assistant.
Press Prepare a brief.
Read who they are and the suggested next step. The draft sits with the other pending replies until somebody approves it.

Good to know

The tab says AI not configured until the gateway address and key are set. The rest of the file still opens.
A read-only seat can read the brief. Saving the reply needs permission to change customers.
Preparing again, or a new message or order, replaces the brief. Until then it is kept for a short while so the file does not ask the model on every open.
A person who asked to be forgotten is summarised and not written a reply.

Call recordings are summarised and filed on the customer file in one tap

Put a call's recording on the customer file and it is transcribed and summarised, with the outcome and the next stage, deal value and follow-up date it suggests. Connect Issabel, Asterisk or a cloud PBX too: an incoming call opens the caller's file for the colleague whose extension rang, and every call is logged by itself.

Product update 22 October 2026

Response-time targets for tickets and the inbox

Set how many minutes the first reply and the close may take, per ticket department and for the inbox, in your own opening hours. The holder is told when a target is close, their manager when it is missed — and, if you choose, the conversation is handed to the next person. Each person's record is under Reports.

Product update 22 October 2026

Pin a console answer to the Work desk; it is read again every morning

Under every console answer with a figure or a chart there is "Pin to Work desk". A pinned answer is re-read every morning with the same tools, can be shared with colleagues, and a weekly pack of pinned answers goes to the owner's Telegram or Bale.