The NabuCRM blog

What is new in NabuCRM

Product updates as they ship, and articles on getting more out of every part of the panel.

Product update

Automations in one sentence — "when this happens, do these"

Write in one sentence what should happen when a lead is won, a form is submitted, an invoice is paid or a cheque bounces. The AI drafts the rule, tests it on a real record and saves it switched off for you to read and switch on.

Read more 3 min read

Product update

Approval rules for estimates, discounts, expenses, purchases and refunds

Decide which documents need whose yes before they go out — an estimate or proposal over an amount, a discount over a percentage, an expense under a heading, a purchase order or a credit note. Approvers answer in order, on the panel or with /approve_doc_N on Telegram.

Read more 2 min read

Product update

AI reply coach — see your bot's week and teach it

A new tab shows how many conversations the AI that answers your customers closed without a person this week, why it handed the rest to your team, which questions it had no answer for, and where a customer seemed unhappy. Answer an unanswered question once and it goes into the knowledge base.

Read more 2 min read

Product update

Custom fields the AI fills, with its reason beside each answer

Make a custom field the AI fills from conversations, forms, notes and the customer's company website — "Product of interest", "Buying temperature". The reason for each answer is shown beside it, and once you change a value yourself the AI leaves it alone.

Read more 2 min read

Product update

Hire AI employees with a job description

Four AI employees that each do their own job without being asked — a first reply to every new lead, chasing customers who went quiet, invoice and cheque reminders, and tidying customer files. Nothing is sent without your approval unless you allow it.

Read more 3 min read

Product update

The cash radar shows the week your money would run short, thirteen weeks ahead

A new Cash radar tab in Books shows the next thirteen weeks from today's money, with your cheques, bills on credit, salaries and expected customer payments. The first short or tight week is named before it arrives, on the work desk and in a morning Telegram message.

Read more 2 min read

Product update

The console answers more accurately, and voice calls work again

The console answers only your last message and never claims it did something that is still waiting for your approval. Voice calls to NabuOS connect again, and voice notes and dictation now take about two seconds and spell names right.

Read more 2 min read

Product update

Approve ChatGPT and Claude requests in NabuOS and Telegram

Changes ChatGPT or Claude asks to make now wait on the chat console page, and the link they give opens that request. The Telegram bot reads /approve_N with words after it. If you choose, the connect screen lets ChatGPT's own confirmation be the check.

Read more 3 min read

Product update

Editing a gateway brings its form into view

On Payment gateways, Edit moves the page to that gateway's form, rings it for a moment, and puts the cursor in the first field. On a phone the form used to open off screen.

Read more 1 min read

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