Skip to main content
Contact Us

Fintech & Banking

CRM Email Assistant

Open a synthetic leasing case, inspect its context, and prepare an email draft. Review the suggested settings and edit the message before confirming employee review.

CRM Email Assistant case queue, customer context and draft review panelTry the demo

Synthetic data only. Sensitive values are masked before AI use, and the demo sends no real emails.

How it's builtReact, TypeScript, Vite, Node.js, Express, OpenAI, Docker

An Express API on Node.js loads CRM records on the server. Before any AI call, each field is passed as is, masked with a placeholder, or blocked, so internal risk notes never reach the model or the customer text. The model suggests settings and writes a structured draft with the facts it used. If the model is unavailable, built-in templates keep the demo working.

Features

CRM Email Assistant case queue with customer and contract context

Review the case context.

Inspect customer and contract facts, safe context, internal notes, and communication history in one workspace.

CRM Email Assistant suggested scenario, tone and instructions with the Regenerate Draft button

Suggest, then draft.

Ask for scenario and tone suggestions, review the settings, and generate a customer-facing draft.

CRM Email Assistant review checkbox with Copy and Log to CRM controls locked

Edit before sharing.

Revise the subject and message, then confirm employee review before copy and synthetic CRM logging become available.