thoroughbreds.ai

Core Concepts

AI

How thoroughbreds.ai uses AI to enhance your CRM experience.

thoroughbreds.ai integrates AI directly into your CRM — not as a gimmick, but as a tool that works within your data model and permission system.

AI Chatbot

Ask questions about your data in natural language. The AI chatbot can query your CRM records, summarize information, and help you find what you’re looking for without building complex filters. Try it below: pick a job, send, and watch which sources it reads before it answers.

Hi Henry, want a run down of yesterday and a cash flow forecast?

AI Agents

AI agents go beyond chat — they can execute multi-step tasks autonomously:

  • Enrich records with data from external sources
  • Draft and send follow-up emails
  • Analyze pipeline health and flag at-risk deals
  • Process incoming data and route it to the right team

Agents work within your existing workflows, so you can combine AI with manual approvals, conditional logic, and external API calls.

Permissions & safety

AI in thoroughbreds.ai respects your permission model. Agents can only access objects and fields that the user (or role) has permission to view. Sensitive data stays protected even when AI is involved.

Full AI guide
Detailed reference on the chatbot, agents, and permission controls.
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