AI Suite

See AI Suite — Insights in action

The teaser in under a minute.

Key Features

Customer 360 Streaming

Comprehensive AI client analysis — payment behavior, relationship health, revenue trends, risks, and recommendations. Results stream in real time via SSE.

Lead Scoring

Automatic AI scoring (0-100) with hot/warm/cold labels. Score badges appear on kanban cards. Batch-score all unscored leads at once.

Lead Summary

Detailed AI lead analysis with quality assessment, strengths, concerns, and recommended next steps. Streamed in real time.

Sentiment Analysis

Automatically detect positive, neutral, or negative sentiment on new tickets, replies and notes for instant mood tracking — no manual trigger needed.

Follow-Up Suggestions

AI generates prioritized follow-up action cards — calls, emails, meetings, and tasks — based on client and lead context.

Per-Client AI Settings

Configure tone (formal, informal, neutral) and custom instructions per client. The AI adapts its communication style accordingly.

Follow-Up Focus Modes

Steer the follow-up suggestions with a focus switch — Balanced, Sales, Support or Detail. Get sales-driven next steps for a hot lead, or support-oriented ones for a ticket-heavy client.

Rate Every AI Output

A thumbs-up / thumbs-down bar with a comment field sits on every AI result. Tell the AI what worked and what did not, and keep a record of quality over time.

See AI Suite — Insights in Action

Screenshots from the actual module running inside Perfex CRM.

About AI Suite — Insights

The essential AI Insights add-on for AI Suite. Get a real-time Customer 360 analysis for every client, automatic lead scoring with kanban badges, sentiment detection on tickets and interactions, and AI-generated follow-up suggestions with priority-ranked action cards. Features Server-Sent Events streaming for instant results and per-client tone and instruction customization.

Frequently Asked Questions

Common questions about AI Suite — Insights.

Does AI Insights require AI Suite Core?

Yes. AI Insights is an add-on module that requires AI Suite Core to be installed and configured. AI Suite Core handles the AI provider connection, and Insights uses it for all analysis features.

What is Customer 360?

Customer 360 generates a comprehensive AI profile for each client by analyzing their invoices, projects, support tickets, estimates, and proposals. It provides insights on payment behavior, relationship health, revenue trends, risks, and actionable recommendations — all streamed in real time.

How does lead scoring work?

The AI analyzes each lead based on source, status, value, communication history, and engagement patterns. It assigns a score from 0-100 with a hot (70+), warm (40-69), or cold (0-39) label. Scores appear as colored badges on your lead kanban board.

What are follow-up suggestions?

The AI analyzes client or lead context and generates prioritized action cards — recommended calls, emails, meetings, or tasks. Each card includes a priority level and brief description of why the follow-up is recommended.

Can I customize the AI tone per client?

Yes. On each client AI tab, you can set the communication tone (formal with "we", formal with "I", informal "du", or neutral) and add custom instructions. The AI adapts its responses accordingly.

Does sentiment analysis work automatically?

Yes. Sentiment analysis runs automatically on new tickets, on ticket replies and on notes, and shows the result as a colored badge (positive, neutral, or negative) on the ticket. You can also trigger it manually on any ticket that has not been analyzed yet.

Can I steer what the follow-up suggestions focus on?

Yes. The follow-up widget has a focus switch — Balanced, Sales, Support or Detail. Set it to Sales and the AI leans toward closing and next sales steps; set it to Support and it leans toward service and issue resolution. You choose per situation.