1 · The AI side
A conversational front door.
- Lives on WhatsApp, web chat or landing pages.
- Understands everyday language, not just button menus.
- Guides people through questions, options and next steps.
IN ONE CRM · AI Chatbots & Assistants
AI chatbots that actually know your CRM.
Not another “FAQ widget”. These AI assistants sit on top of IN ONE, read the full client story and update the CRM as they chat – so every conversation becomes clean, usable data on a single spine.
Book a Demo
We’ll show a live WhatsApp / web chat that creates and updates IN ONE records as it talks.
Start with the basics
What this AI feature is – and what it does with your CRM.
IN ONE’s AI chatbots are not a separate tool. They are another “face” of your CRM – one that can talk to clients in natural language while keeping your data clean and trackable.
2 · The CRM side
Direct line into IN ONE.
- Creates or updates leads, clients, cases and jobs in IN ONE.
- Writes all messages to the client timeline automatically.
- Triggers workflows: tasks, reminders, collections, follow-ups.
3 · The control layer
Still your logic and your rules.
- Uses your templates, FAQs and workflows – not generic answers.
- Escalates to humans when the topic is risky or high-value.
- Leaves a full audit trail for POPIA and internal governance.
From first “Hi” to clean CRM record.
A simple view of what happens when someone talks to your AI assistant on WhatsApp or your site.
1
Client sends a message.
They tap a WhatsApp link or open chat on your site. “Hi, I need a debt help consultation”
or “Do you have space this week?” – normal language.
2
AI guides the conversation.
The assistant asks the right questions, shows options, shares answers and makes sure it
gathers what IN ONE needs to open a record.
3
IN ONE updates in the background.
Lead or client spine is created/updated, fields are filled, tasks and workflows are
triggered – all without manual capture.
4
Your team takes over with context.
Sales, ops or support sees the full chat history, key answers and next actions on one
screen – ready to call, email or escalate.
The client experiences “a helpful assistant that replies fast”. You experience “records that are always up to date, with fewer dropped balls”.
Where it fits
A few AI flows that immediately make sense in IN ONE.
You don’t have to automate everything on day one. Most teams start with a couple of chat-driven flows that are easy wins.
Lead capture that never sleeps.
Turn late-night or weekend enquiries into rich IN ONE leads. The bot gathers key
details, qualifies lightly and books a call – no more “lost DMs” or unread inboxes.
Bookings & confirmations.
Let clients request times, share basic info and receive confirmations via chat. IN ONE
creates the booking, adds notes and triggers reminder workflows automatically.
Everyday FAQs with a real brain.
“Do you cover my area?”, “What do I bring to my first appointment?”, “How do I update
my details?” – answered by AI using your policies and templates, not guesswork.
After-hours triage.
Outside office hours, the assistant can reassure, log the issue, check a few basics and
route urgent cases into the correct IN ONE queue for follow-up.
Friendly collections nudges.
For some profiles, AI can send polite “just checking in” messages with payment links
and status updates – while logging responses back to the client spine.
Aftercare & review flows.
Once a job or programme is complete, the assistant can check in, share resources and
invite clients to leave a review – so your reputation grows on autopilot.
Control & governance
AI that stays on-script and knows when to hand over.
You stay in charge of what the AI can say, do and trigger. IN ONE simply makes those rules visible, repeatable and auditable.
Your templates. Your boundaries.
- We start with your existing scripts, FAQs and email templates.
- AI answers pull from those, plus structured data inside IN ONE.
- Sensitive topics (pricing, legal, promises) can be locked to humans only.
Every interaction leaves a trail.
- All messages – bot and human – sit on the client timeline.
- Easy to see what was said, when, and what it changed in the CRM.
- POPIA- and governance-friendly by design: no “ghost” conversations.
Questions
AI chatbots in IN ONE – common questions we get.
Do we need to rewrite all our processes to use AI chat?
No. We start with how you work today – your forms, scripts, FAQs and IN ONE workflows.
The AI assistant becomes another entry point into those existing flows, not a separate
system that forces you to change everything at once.
Can the AI send messages without a human checking first?
For low-risk flows (basic FAQs, simple confirmations) you can allow the assistant to
reply automatically. For higher-risk flows we recommend human approval or strict
templates. We’ll help you choose the right mix during setup.
Where is our customer data stored and controlled?
IN ONE remains the source of truth. The AI feature reads from and writes to IN ONE,
but your client records, timelines and audit trails still live in the CRM – with the
same access controls and governance you already have in place.
How long does it take to launch our first AI assistant?
It depends on complexity, but many teams launch a focused assistant – for leads,
bookings or FAQs – in a matter of weeks. We usually start with one high-impact flow,
prove the value, then expand from there.
Want to see an AI assistant talking to your kind of clients?
Bring one or two examples – a lead flow, a booking flow or a support flow. We’ll walk through how an AI chatbot would handle it and what that looks like inside IN ONE CRM.
