AI Sales Assistant and amoCRM

From a conversation to amoCRM. Your adviser sees what the customer needs.

The customer has already explained their requirements, timing and budget. We configure delivery to your amoCRM pipeline so your adviser can start with a relevant proposal. The connection approach is agreed after checking access, fields and deal-handling rules.

Integration is quoted separately; an AI Sales Assistant subscription starts at $99 per month.

Proposed amoCRM field mappingSample workflow
We need a custom kitchen for our new apartment. Can we start with an estimate?
AI Sales AssistantHello! I’m the furniture studio’s AI assistant. I can prepare a request for a designer. What are the approximate size, budget and timing? May I pass those details on?
An L-shaped kitchen, around four metres. Up to 450,000 roubles, fitted in February. Yes, please; I’ll leave a number for a call.
AI Sales AssistantI’ll collect your contact details and include your preferences. The designer will discuss materials and measurements; the stated budget is not a quote.
An enquiry for your team

The key details in one place, ready for your colleague to continue the conversation.

Deal → name
Custom kitchen · estimate request
Fields → requirements
L-shaped · around 4 m
Fields → budget and timing
Up to RUB 450,000 · February
Contact → next step
Collect number · designer call
Illustration. Answers and handoff rules use your company materials.

Useful deal detailsCustomer requirements in agreed fields.

Your sales pipelineStage and owner match your workflow.

A conversation to continueRelevant enquiry context for your adviser.

Configured around your sales pipeline

Start with what your adviser needs to see in a deal. Choose one enquiry type for the first launch.

01 · Access and structure

Choose where enquiries go

  • With your administrator, check integration access, the target pipeline and permissions for the relevant records.
  • Define when to create a deal, which contact to link and which stage should receive it.
  • Agree required fields and ownership using the names and values in your account.

02 · Context and returning customers

Add meaning to the contact

  • Map conversation details to fields such as product, budget, timing and preferences.
  • Choose the summary content and an available way to retain the relevant conversation history.
  • Define how to find existing contacts and handle repeat enquiries without automatically merging distinct requests.

This is a custom integration service. The example illustrates a proposed field mapping, not a record in a connected amoCRM account. Deal creation, updates and follow-up actions are included only in the agreed scope.

Test the complete amoCRM handoff

The pilot target is a test enquiry in the agreed place in your pipeline.

  1. Define one enquiry

    Agree when to hand it over, which details are required and what the adviser should do next.

  2. Map fields and access

    Review the account, map the data and configure delivery to the chosen stage.

  3. Follow it to the record

    Check the test deal, contact and summary, including a repeat enquiry and changed details.

Before integrating amoCRM

Connection scope depends on your pipeline and permissions.

Can we enable a ready-made workspace connector?

amoCRM is configured as a custom integration. We first assess access and your process, then agree the approach, scope and implementation timing.

What will the deal contain?

Agreed details such as the enquiry, budget, timing and a concise summary. Contacts are linked using the chosen rule. We check required and custom fields in your account.

What if the customer already exists in amoCRM?

We define matching criteria and repeat-enquiry rules, then test when to update an existing record or create another deal. Matching by name alone is not a universal rule.

Will the assistant move deals through every stage?

The initial workflow usually hands enquiries to one agreed stage. Further updates, tasks and two-way exchange require separate agreement with your sales team.

Show us the deal your adviser wants to receive.

We’ll review your amoCRM fields and pipeline, then propose the details the assistant should gather before handoff.

Discuss amoCRM handoff