WiseCRM
Wise AI

The team member who reads everything: Wise AI.

It reads your conversations and customer records and answers your questions in plain language. It finds who is waiting, drafts the message in the customer's language and suggests the reply that moves the sale forward, with its reasoning.

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Start by asking
Which customers are waiting for a reply?List people who got a price and went quietWrite a follow-up to a customer in their languageHow many new sales did I make this month?Who should I focus on today?
What it looks at

Answers come from your own data.

Wise AI doesn't guess; before every answer it queries your conversations and records. You see the steps it took above the answer.

ConversationsMessages, voice-note transcripts, and text in images and documents.Who is waiting and follow-up gapsComplaint, refund and risk signalsConversation summaries
Customer recordsThe customer card, sales, payments and upcoming plans.Customer summary and statusSales and deposit trackingNew and returning customers
TeamAgents' lines, response times and daily activity.Agent scorecardResponse timesChat assignment history
MemoryYour own definitions and your business rules.What a "hot lead" means to youCompany rulesAgent preferences
The business owner sees every line; agents can only ask about conversations on their own lines.

From a question to a sale.

01Ask

Ask in plain language.

No report menus to dig through. Wise AI understands what you want, runs the queries itself and answers with a table. Click a customer in the table to open their conversation.

Who is waiting, who to follow up, today's summarySales, lead and agent performance tablesLive streaming answers with the steps takenAsk by voice or attach PDFs, images and documentsDownload any table as CSV
02Message drafts

In the customer's language, sent in one click.

Wise AI prepares a separate draft for each customer: in their own language, with a translation underneath. Send it now or schedule it for later.

Drafts in the customer's language, with a translationSent from the line the customer already chats withSend now or scheduleThe same message never goes to the same person twice
03In the chat screen

In every conversation, the next message that leads to a sale.

When an agent opens a conversation, Wise AI sits alongside: it summarises the chat, flags risks and suggests the reply that moves the sale forward, with its reasoning. The suggestion lands in the text box; the agent decides to send.

Status summary: stage, objections, budget, sentimentReasoned suggestion: expectation, why it stalled, goalSupporting facts and suggested image/video materialsRewrite on instruction, e.g. "make it shorter"Message translation and voice-note transcription
04Rules

Wise AI learns how your business talks.

Write down what to say in which situation as company rules; agents add their own preferences. When an agent edits a suggestion before sending, Wise AI learns from that too.

Company rules and agent preferencesWhen, what's preferred, which material, whyRules learned automatically from editsRule change historyOnly authorised people edit company rules
05Tasks

Let Wise AI follow up for you.

Describe a job to Wise AI: it can run when a message arrives, at set times or at intervals. Before it starts you see a preview of what it will do and approve it; then it works within the limits you set.

On new message, once, at intervals or dailyWorking-hours windowPreview and approval before it startsNo repeat message to the same person within 24 hours, daily send limitPause, resume, run now

For the whole team.

Chat history and searchOrganise chats into projectsShare chats, tasks and projectsAll AI chats for managersSee the team's tasksMemory that remembers your definitionsNotifications for task resultsAsk by voiceAttach PDFs, images and documentsAnswers in the language you ask inRole-based data accessWise AI in the mobile app
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1,200+ system users work with WiseCRM every day.

Aesthetic Clinic
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Capital+
Clinic Expert
Wise AI

Frequently asked questions

What data does Wise AI look at?

Your WhatsApp conversations (including voice-note transcripts and text in images and documents), customer records, sales and payment data, and your team's activity. Before every answer you see which queries it ran.

Does it message customers on its own?

You send the drafts and suggestions it prepares in chat. For tasks, Wise AI first shows a preview of what it will do; after you approve, it works within the hours and limits you set. The same message never goes to the same person twice in 24 hours, and there is a daily send limit.

Can everyone see everything?

No. The business owner sees every line; agents can only ask about conversations on their own lines. Viewing all AI chats and editing company rules are separate permissions.

Which languages does it work in?

It answers in the language you ask in. Drafts for customers are written in the customer's own language, with a translation shown underneath.

Can I ask by voice?

Yes. Speak into the microphone and Wise AI transcribes and answers your question. You can also attach PDFs, images and office documents.

How do its suggestions get better?

It reads your company rules and agent preferences. When an agent edits a suggestion before sending, it learns a new rule from that edit.

Is it in the mobile app?

Yes, you can chat with Wise AI and open past chats in the mobile app. Message drafts, tasks and rules are in the web panel.

Bring your business onto one screen today.

Try it free for 14 days; no credit card or setup needed.

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