The AI Functionalities Module in MokoCRM provides experimental tools to generate content—such as emails, images, audio, and text—using third-party AI services like ChatGPT, Grok, or others. It enhances productivity by allowing users to generate drafts, templates, or media directly from within the interface using configurable AI providers.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → AI Functionalities - Click Activate (Note: This module is marked as experimental)
- Under Setup → AI Services, choose your provider (e.g., ChatGPT API, Grok API) and enter your API key
🤖 Available AI Tools
- Email Generation: Suggest subject lines, body content, or replies based on CRM data
- Image Generation: Use prompt-based image tools for banners, product art, or branding
- Audio Generation: Generate voice messages or IVR scripts (text-to-speech integration)
- Text Summarization: Summarize proposals, meeting notes, or long descriptions
🧠 Using the AI Tools
- Go to a module that supports AI assistance (e.g., Email templates, Notes, Documents)
- Click the “Generate with AI” button
- Choose type of content: Text, Email, Image, Audio
- Enter a prompt or select dynamic data fields (e.g., customer name, product list)
- Click Generate and review the AI-generated output
🔗 Integration With Other Modules
- Email Templates: Create or edit templates using AI suggestions
- Proposals & Contracts: Generate summary or filler content based on product lines
- Documents: Create supporting content (FAQs, descriptions) on the fly
- CRM/Third Parties: Use contact history to personalize generated communication
📌 Best Practices
- Review AI-generated content carefully before sending or publishing
- Train your team on effective prompt writing for best results
- Use role-based permissions to restrict API key access
- Log AI usage to ensure transparency and accountability
- Test integrations in a sandbox environment before live deployment
🚧 Experimental Module Notice
- This module is in experimental phase and may require external API keys
- Functionality may vary depending on the selected AI service
- Not all content is guaranteed to be accurate or compliant—human review is required
- Performance and security depend on your chosen AI provider