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.
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