# An AI assistant that sets up the system in plain words Tell it what your company does, and the assistant sets up the pipeline, inquiry sources and lists. Then it answers questions about your data and creates records once you confirm. **In short.** Krokul is a B2B CRM with a built-in AI assistant. It launches your company from one question about your type of business (pipeline, stages, inquiry sources, reference lists, document texts), answers questions about company data, configures the system in plain words, and creates records only after a person confirms; every action can be rolled back. The assistant reads data through the same MCP server as external AI agents, so it sees exactly what the user’s role allows. The message limit depends on the plan: 30 per month on Deals, 500 on Money, unlimited on Margin. **Who it’s for:** small B2B companies launching without an implementation partner; managers who don’t want to read help docs; teams that want to ask the CRM about their data in plain words. **Plan:** Available on the free Deals plan: 30 messages per month ## What it looks like without Krokul 1. You opened a new CRM, saw empty reference lists and fifty settings, and closed it. A month later sales are still in a spreadsheet. 2. A simple question like “how many open deals do we have with Tekhnoservis” requires knowing which report to look in and how to set the filter. 3. You need an implementation partner for every little thing: add a field, rename a stage, change the invoice text. ## What Krokul does ### Start with one question The assistant asks what your company does and applies a ready-made set: a pipeline with stages, inquiry sources, reference lists, quote and invoice texts. You can adjust it right away, also in plain words. ### Answers about your data “Which deals have been stuck for more than two weeks?”, “How much does Tekhnoservis owe?” The assistant reads company data and answers with links to the records. ### Actions with confirmation Create a task, change a stage, add a field: the assistant shows what it is about to do and does it only after your “yes.” Every action can be rolled back. ### Sees exactly what your role allows The assistant reads data through the same MCP server as external AI agents, with the permissions of the user talking to it. If cost is hidden from a sales rep, it won’t show cost to a sales rep. ## How it works 1. **One question, and the system is set up** After sign-up the assistant asks about your type of business and proposes a plan: pipeline, stages, sources, reference lists. You confirm, and the plan is applied. 2. **Ask about your data** The assistant opens from any screen. Ask in plain words and get an answer with numbers and links to the records behind it. 3. **Ask it to do something** “Create a task to call Tekhnoservis tomorrow at 10.” The assistant shows the task, and you confirm. Don’t like it? Say “roll back.” 4. **When it can’t, it hands off to people** A question the assistant can’t answer becomes a ticket to Krokul support with the conversation context; the reply arrives in the same thread. ## Result - Your company works in the CRM on day one, not after a week of setup. - Questions about your data get answered in seconds, without hunting for the right report. - Small settings changes are made in plain words; an implementation partner is needed only for complex processes. ## What’s not included The assistant makes no decisions on its own: no action without confirmation and no automatic email to a client. It doesn’t replace an implementation partner where a process, triggers or a migration from a non-standard system need to be designed. ## Questions ### What data does the assistant see? The same as the user talking to it: the server checks permissions on every read. Company data is not used to train models. ### Can I turn the assistant off? Yes, for the whole company or for specific roles, in settings. ### How many messages are included? 30 per month on Deals, 500 on Money, unlimited on Margin. The initial setup doesn’t count. ### How is this different from a chatbot in other CRMs? Kro works with your data from day one through MCP and under role permissions, rather than just retelling the help docs. It configures the system and creates records, with confirmation and rollback. ### Can I connect my own AI agent? Yes: the same MCP server is open to external agents with an API key; the permissions are the same as the key’s. ## Tell the assistant what you do Sign up and answer one question. A minute later your pipeline, sources and reference lists are set up. Then just get to work. Included in the Deals plan: 30 messages per month. ## Next in the chain - [Move from another CRM or a spreadsheet in one evening](https://krokul.com/en/solutions/migration/index.md) - [Automations: the system does the routine and shows why](https://krokul.com/en/solutions/automations/index.md) - [The API covers everything in the interface](https://krokul.com/en/solutions/api/index.md) - [Thousands of records, no lag: search, views, bulk actions](https://krokul.com/en/solutions/workspace/index.md) --- App: https://app.krokul.com/ · API: https://app.krokul.com/api/v1/docs