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AI Features

AI that answers, works, and builds inside your CRM

Let AI reply to customers on chat and phone, hand routine CRM tasks to an agent, and build pages, apps, and copy from a description. Use one piece or all of it. Your contacts, calendars, and follow-up stay where they are.

Explore AI examples See plans and pricing

Some AI is included on every plan. The rest is pay-per-use or covered by one add-on. See how AI is billed

Start with one task

See where AI could help your team

Keep your CRM workflow. Open an example to see the optional AI step and what your team still handles.

See the core CRM workflow first

Sample conversations show how each task could work.

Answer a routine customer questionConversation AI

The workflow without AI

Your team reads the shared inbox and replies with your service-area information. The contact, conversation, and next step stay in the CRM.

What your team controls

Use approved service-area information and configure a staff handoff for pricing, exceptions, or unanswered questions. Test both a routine question and one the business information does not answer.

Explore the shared inbox

Example customer question

Do you cover North Phoenix, and can you give me a price?

Example business information: North Phoenix is in the service area. Staff must review the work before quoting a price.

Sample AI response

Yes, we serve North Phoenix. Our team will need a few details before giving you a price. What work do you have in mind?

Before you enable it

Conversation AI usage depends on responses and your AI coverage. Phone and message delivery can add separate charges.

Check AI coverage and exclusions
Draft a reply for staff to reviewReviews AI

The workflow without AI

Your team reads a customer review and writes a reply in the reputation workspace. Staff can keep handling the entire response themselves.

What your team controls

Use suggestive mode for this workflow. A person checks the draft, edits it if needed, and posts it. For a complaint or sensitive detail, have staff write the response.

Explore review management

Sample customer review

The team explained the repair clearly and left everything tidy.

Example reply guidance: thank the reviewer, refer only to what they wrote, and leave out private job details.

Sample AI response

Thank you for sharing your experience. We’re glad the explanation was helpful and the workspace was left tidy.

Before you enable it

Reviews AI can be pay-per-use or covered by AI Employee. Review the current coverage and fair-use terms before enabling it.

Check AI coverage and exclusions
Prepare a next step from an inquiryManaged Agents

The workflow without AI

A teammate reads the contact’s inquiry and decides what to ask next. The team owns the reply and any change to the opportunity.

What your team controls

Start in the test area with sample records. Grant only the read access needed for the task and leave sending and editing permissions off. Check the result when information is missing or unclear before enabling the agent.

Explore Managed Agents

Example instruction for an on-demand agent

Read this inquiry and suggest one question for our team to ask next. Do not send a message or change the contact.

Example inquiry: a customer wants a kitchen remodel estimate but has not supplied the project location.

Sample AI response

Ask for the project location so your team can confirm whether it is in the service area.

Before you enable it

Managed Agents use runs. Check the allowance in your AI coverage or the pay-per-use rate.

Check AI coverage and exclusions

Have a task in mind? Bring the input, the result you need, and where a person should take over.

Discuss your workflow in a demoSee how setup works

Answers customers

Customers get an answer while you're on a job

Replies on text, chat, social, and the phone, grounded in the business information you give it, with a handoff to your team when a person should take over.

  • Conversation AI

    Pay-per-use or AI Employee

    Answers texts, web chat, and social messages from your business info, qualifies the lead, books the appointment, and hands off to your team.

    Billed per response, based on tokens used. Growth covers 1,000 responses a month.

  • Voice AI Agents

    Pay-per-use or AI Employee

    Picks up calls, answers common questions, and routes the caller to the right person.

    Growth covers 100 combined minutes a month. Call minutes are billed as phone usage.

  • Reviews AI

    Pay-per-use or AI Employee

    Drafts replies to your Google and Facebook reviews for you to send, or replies automatically under rules you set.

    Unlimited on both AI Employee tiers, subject to fair use.

See how follow-up is automated

Does the work

Hand routine CRM work to an agent

Managed Agents

Pay-per-use or AI Employee

Build one in Agent Studio by describing the job in plain English, like "follow up with leads who haven't replied in 3 days." Choose the CRM access it gets and the knowledge it uses. It runs in chat, from an event, or on a schedule, and hands work to your team when your rules say so.

  • Only the permissions you grant
  • Test it first: 30 free test runs each month
  • 100 runs a month with Growth, 1,000 with Unlimited
Explore Managed Agents
app.smbcrm.com
Managed Agents builder with a prompt box and starter use cases such as Knowledge Base Assistant and Email Campaign.

  • Ask AI

    Pay-per-use or AI Employee

    Ask questions or hand off everyday tasks in the app, on mobile, or by WhatsApp text: look up a contact, update a deal, check the calendar, draft a follow-up.

  • Workflow AI

    Included · premium actions extra

    Describe the automation you want, and the builder lays out the workflow for you to review and edit.

Builds and writes

Sites, apps, and copy from a description

AI Studio

Pay-per-use or AI Employee

AI Studio is the AI app builder inside SMBcrm. Describe a client portal, a quote calculator, or a storefront, and it builds a working web app with logins, a database, and checkout from your catalog. Forms in your app can create contacts and start workflows.

  • Database, user logins, and file storage
  • Checkout from your SMBcrm catalog
  • Edit by chatting, clicking, or opening the code

AI Studio Cloud is billed separately: the Tiny database is free, larger sizes are billed hourly, and file storage is billed for what you store.

Explore AI Studio
AI Studio Cloud overview showing an app's database tables, user signups, and file storage.

  • Website AI

    Included · fair use

    Generate and edit website pages in plain language in the drag-and-drop builder.

  • Funnel AI Builder

    Included · fair use

    Build funnel pages and copy for a campaign, ready to edit in the funnel builder.

  • Content AI

    Pay-per-use or AI Employee

    Drafts emails, social posts, ad copy, and website copy in your brand voice for you to edit before it goes out.

Standard marketing site or funnel? Use the builders with Website AI, included on every plan. Need logins, stored data, or checkout? That's AI Studio.

Similar names, different jobs

  • AI Studio builds sites and apps.

    Pay-per-use or AI Employee.

  • Agent Studio is where you build Managed Agents, which do tasks for you.

    Monthly runs with AI Employee, or pay-per-use.

  • Ask AI is the copilot you chat with in the app.

    Pay-per-use or AI Employee.

Pricing

How AI is billed, in three parts

Every plan can use every AI product. What changes is how it's billed: some AI is included, the rest is pay-per-use, and the AI Employee add-on covers most everyday AI with monthly allowances.

Included on every plan

  • Website AI and Funnel AI Builder: included on every plan, subject to fair use
  • Workflow AI Builder, Email AI, and Knowledge Base: no added AI charge

Premium AI workflow actions, external models, and email delivery can cost extra.

Pay-per-use

  • Conversation AI, Voice AI, Content AI, Reviews AI, Ask AI, AI Studio, and Managed Agents, billed at posted usage rates
  • Pay-per-use AI draws from your plan's monthly usage credit first ($10 on Startup, $98 on Professional)

See usage rates

AI Employee add-on

  • Growth $97/mo or Unlimited $147/mo, on any plan
  • Unlimited is included with Enterprise
  • Covers most everyday AI with monthly or five-hour allowances (see the table)
What AI Employee covers, by AI product
Conversation AI Without AI Employee Pay-per-use Growth · $97/mo 1,000 responses/mo Unlimited · $147/mo Unlimited*
Voice AI Agents Without AI Employee Pay-per-use Growth · $97/mo 100 combined minutes/mo Unlimited · $147/mo Unlimited*
Content AI Without AI Employee Pay-per-use Growth · $97/mo Unlimited* Unlimited · $147/mo Unlimited*
Reviews AI Without AI Employee Pay-per-use Growth · $97/mo Unlimited* Unlimited · $147/mo Unlimited*
Managed Agents (Agent Studio) Without AI Employee Pay-per-use · 30 free test runs/mo Growth · $97/mo 100 runs/mo Unlimited · $147/mo 1,000 runs/mo
Ask AI Without AI Employee Pay-per-use Growth · $97/mo Included usage in five-hour windows Unlimited · $147/mo 3x Growth per five-hour window
AI Studio Without AI Employee Pay-per-use Growth · $97/mo Included usage in five-hour windows Unlimited · $147/mo 3x Growth per five-hour window
Conversation & Voice prompt optimizers Without AI Employee Not included Growth · $97/mo Included Unlimited · $147/mo Unlimited*
Website AI · Funnel AI Builder Without AI Employee Included (fair use) Growth · $97/mo Same Unlimited · $147/mo Same
Workflow AI Builder Without AI Employee Included (premium actions extra) Growth · $97/mo Same Unlimited · $147/mo Same

* Subject to fair use.

AI Employee does not cover telephony, SMS, email delivery, premium workflow actions, or external models. AI Studio Cloud database sizes above Tiny and file storage are billed separately.

Growth overages and other pay-per-use behavior depend on the usage limits configured in your account.

Which do I need?

  • Trying one AI job, or using it now and then.

    Then stay on pay-per-use. It draws from your plan's monthly usage credit first ($10 on Startup, $98 on Professional), then posted rates. Professional pays lower per-use rates than Startup.

  • AI answers your chats or calls most days.

    Then Growth covers 1,000 Conversation AI responses and 100 Voice AI minutes a month, plus Content AI and Reviews AI.*

  • AI is part of every shift, or you run agents across the team.

    Then Unlimited costs $50 a month more than Growth. It makes the four everyday products unlimited,* gives 10x the agent runs (1,000 vs. 100), and 3x Ask AI and AI Studio usage.

  • You're on Enterprise.

    Then Unlimited is already included.

* Subject to fair use.

Get Started Compare all usage rates
Stay in control

Start with one job

  1. Pick one job.

    Missed calls, slow replies, a follow-up that never gets sent. Start where the work piles up, and leave the rest of your workflow as it is.

  2. Test it before customers see it.

    Run a Managed Agent in the test area, keep Reviews AI on draft replies, and review Content AI drafts before anything goes out.

  3. Set the handoff, then watch it.

    Decide when a person takes over, choose which channels and contacts an AI handles, and check its work as usage grows.

Common Questions

Frequently Asked Questions

Is AI included in every SMBcrm plan?
Every plan can use every SMBcrm AI product, but they're billed three ways. Website AI and Funnel AI Builder are included, subject to fair use, and Workflow AI Builder, Email AI, and Knowledge Base have no added AI charge. Conversation AI, Voice AI, Content AI, Reviews AI, Ask AI, AI Studio, and Managed Agents are pay-per-use unless the AI Employee add-on covers them. Pay-per-use AI draws from your plan's monthly usage credit first ($10 on Startup, $98 on Professional).

What does the AI Employee add-on include?
Growth ($97/mo) includes 1,000 Conversation AI responses and 100 combined Voice AI minutes per month, unlimited Content AI and Reviews AI subject to fair use, the Conversation and Voice prompt optimizers, 100 Managed Agent runs per month, and included Ask AI and AI Studio usage in five-hour windows. Unlimited ($147/mo) makes Conversation AI, Voice AI, Content AI, Reviews AI, and prompt optimizers unlimited subject to fair use, and includes 1,000 Managed Agent runs per month and three times the Growth allowance for Ask AI and AI Studio in each five-hour window. Unlimited is included with Enterprise.

What isn't covered by AI Employee?
Telephony, SMS, email delivery, premium workflow actions, and external models are billed separately. AI Studio Cloud is also separate: the Tiny database is free, larger sizes are billed hourly, and file storage is billed for what you store. Growth overages depend on the usage limits configured in your account.

What's the difference between AI Studio, Agent Studio, and Managed Agents?
AI Studio builds websites and web apps from a description. Managed Agents are prompt-based agents that run CRM tasks in chat, from events, or on a schedule. Agent Studio is where you build and run them, so it's billed as Managed Agent runs. Ask AI is the copilot you chat with inside the app.

Can AI answer my customers automatically?
Yes. Conversation AI can reply to leads by text, web chat, and social messages around the clock, using the business information you give it to answer questions, qualify leads, and book appointments. Voice AI Agents answer calls and route callers. You decide when a conversation goes to your team.

Will AI send anything without my review?
Only where you set it up to. Content AI drafts copy for you to edit before publishing. Reviews AI can suggest replies for you to send or respond automatically under rules you choose. Managed Agents can be tested in a test area, with 30 free runs each month, before you activate them, and they only use the CRM permissions you grant.

Do I need technical skills to use AI in SMBcrm?
No. Most AI tools work from plain-language instructions and the business information you add, like your services, hours, and FAQs. AI Studio lets you open the code if you want to, but you don't have to.

What is AI Studio?
AI Studio builds websites and web apps from a description, a URL, or a screenshot. Apps can have a database, user logins, file storage, and checkout from your SMBcrm catalog, and their forms can create contacts and start workflows. It's pay-per-use or covered by AI Employee: Growth includes a usage allowance, and Unlimited includes three times that allowance in each five-hour window. AI Studio Cloud database sizes above Tiny and file storage are billed separately.

Can I build my own AI agents?
Yes. You build Managed Agents in Agent Studio from a plain-English prompt, and they run in chat, from events, or on a schedule. AI Employee Growth includes 100 runs per month and Unlimited includes 1,000; without AI Employee, runs are pay-per-use.

AI works alongside the rest of SMBcrm:

New to AI in a CRM? See how it fits together on the small business AI platform overview.

View all features

Keep exploring

Guides and updates for this workflow

See setup ideas and specific product changes before choosing your next step.

60-day money-back guarantee

Start with one job for AI

Pick a plan, turn on the AI you need, and add AI Employee only if your usage calls for it. New subscriptions come with a 60-day money-back guarantee.

Get Started Schedule a Demo

  1. 60-day money-back guarantee

    Eligible Startup and Professional initial subscription fees only. Usage and add-ons are excluded. Read the refund terms.

  2. No setup fees

    Plan your setup with training and support

  3. Cancel anytime

    No long-term contracts, stay because you want to