Jarvis and workspace · Autessa CRM
Jarvis AI assistant
Jarvis is the AI assistant built into Autessa CRM. Ask it anything about your CRM (“Which open deals are at risk?”, “Who replied this week that I haven’t answered?”) and it answers, filters your view and opens records. When a change would help, it proposes it as a confirm card: nothing is written until you press Do it.
Jarvis
Three: Ridgeway County (no contact in 3 weeks, no champion), Keystone (moved back from Proposal) and Harbor Freight (18 days in stage).
Jarvis
Here is what I would change:
Keystone Field Services → Mon · tag “re-scope”
The problem
AI that edits your CRM behind your back
An assistant that can change records on its own is an assistant nobody lets near real data. Jarvis can read anything you can read, but every write goes through a confirm card and the same guarded paths the app uses, with your role.
What you get
- Reads with your permissions through search, query, record, summary and lookup tools.
- Instant view actions: navigate, open a record, apply filters, select all matching, save as list, with Undo.
- Confirm-card actions: create a task, log a note, add or remove tags, set owner, snooze, draft an email from a template, share a view, set type, add or remove a deal partner, open a new deal, create a contact (refusing duplicates by email).
- Drafts never send; the email panel opens prefilled.
- Suggested prompts change by page.
- A panel at the right edge on desktop (Ctrl/Cmd+J), an overlay on tablet, a full-screen tab on phone.
How it works
How does jarvis ai assistant work in Autessa CRM?
- 1
Open Jarvis
From the sidebar or Ctrl/Cmd+J.
- 2
Ask
In plain words, or pick a suggested prompt.
- 3
See the answer applied
Apply to my view, open the record, save as list.
- 4
Confirm changes
Press Do it on the card, or ignore it.
Every option
What Jarvis can do
| Option | What it does |
|---|---|
| Read | Search, query, records, summaries, lookups, scoped to you. |
| View (instant) | Navigate, open, filter, select, save as list, undo. |
| Write (confirm) | Task, note, tags, owner, snooze, template draft, share view, type, deal partners, new deal, new contact. |
| Never | Send email, delete records or act without a confirm. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Everyone | Use Jarvis with exactly their own role’s permissions. |
| Read Only | See everything, change nothing. |
AI assist
How AI helps here
Jarvis is an Autessa AI agent with read-only tools. It proposes writes; the app performs them only after you confirm.
Autessa CRM’s AI proposes and drafts. People confirm every change and send every email.
About Jarvis →FAQ
Questions about jarvis ai assistant
Does Autessa CRM have an AI assistant?
Yes. Jarvis answers questions about your CRM, filters views, opens records and proposes changes as confirm cards.
Can Jarvis change records without asking?
No. Every write appears as a confirm card and runs only when you press Do it.
Can Jarvis help with email?
Yes. Jarvis opens a prefilled draft from a template, and you send it.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours