AI-operated commerce CRM
Three AI doors to one workspace
Not a CRM with AI features bolted on. AI is how the work gets done here: inside for your managers, outside for you, and on the front line for your customers — every answer grounded in your real catalog, prices, and stock.
Three doors
One workspace, three ways AI operates it
Your manager works inside — with an AI copilot
Managers stay in the CRM while AI drafts replies grounded in the live conversation and catalog, and — where the owner enables it — an in-CRM AI assistant answers questions and prepares actions across the workspace.
- AI-draft replies in the unified inbox, grounded in conversation history and real prices and stock
- Optional in-CRM AI assistant that reads your data and proposes changes for a human to confirm
- Every AI action runs through the same permission-checked operations, with an audit trail
You operate it from your own AI assistant
Obriym exposes an official Model Context Protocol server, so you run the workspace from Claude, ChatGPT, Gemini, or Cursor without opening the UI — “show overdue deals and create a follow-up task for each” just works.
- Official MCP server over the same scoped Bearer tokens as the Public API
- OAuth 2.1 one-click connect; your workspace role is projected onto the tools you get
- Read tools run freely; every write is a confirm-before-run proposal
Your customer is met by a first-line AI seller
The first message in a messenger or marketplace chat can be handled by AI that answers from your catalog (price, availability, delivery), qualifies the lead, and hands off to a manager — approve-mode by default, autonomous only when you turn it on.
- Approve-mode by default: a human reviews and sends every reply
- Optional autonomous mode with a shadow-first rollout, hard caps, and low-confidence handoff
- EU AI Act disclosure on the first autonomous reply
Under the hood
The concrete AI capabilities
AI Reply Copilot
An “AI draft” button in the reply box generates a suggested reply grounded in the real conversation history and the matching catalog products. The model replies in the customer's language and never invents prices or products. A human reviews and sends every draft.
- Grounded in conversation history plus live catalog (actual prices and stock)
- Human reviews and sends every draft
- Paid-plan capability, metered on monthly AI credits (Team and Scale)
First-line AI Seller
For approved channels, AI can prepare the first reply to an inbound customer message — price, availability, delivery — and qualify the lead. Approve-mode ships a draft for a human to send; autonomous mode (opt-in, behind safeguards) can send it directly.
- Approve-mode by default; autonomous mode is opt-in and shadow-tested first
- Hard per-conversation and per-day caps; low-confidence questions hand off to a human
- Answers only from the catalog; a request for a person always forces a handoff
In-CRM AI Manager
A session-scoped chat assistant that answers questions and prepares actions across the workspace over the same operations the MCP server exposes. It is shipped but off by default: an owner turns it on, and it is additionally gated by plan and AI credits — it is not enabled for every workspace automatically.
- Reads leads, deals, orders, products, reports; renders tables and clickable record links
- Every change is a confirm-before-run proposal, never applied silently
- Persisted chats, quick-reply options, and an audit trail per turn
MCP Server
The official Obriym MCP server lets AI clients (Claude, ChatGPT, Gemini, Cursor) operate your workspace through role-projected tools. It is the same shared operations layer as the Public API, behind OAuth 2.1 or a scoped Bearer token, and is listed in the public MCP registry.
- Read and guarded-write tools projected from your workspace role
- OAuth 2.1 discovery and one-click connect, or an existing scoped API token
- Per-tool scope checks and rate limits; no direct database access
Marketing-site AI agent
The assistant on this public site answers product questions from a fixed set of marketing facts and can capture a feature request as a lead. It has no access to any customer's CRM data and is rate-limited against abuse.
- Grounded only in public marketing facts, with no CRM read tools
- Can capture a feature request into the Obriym workspace
- Per-IP and global rate limits; loads only after cookie consent
Stock-grounded answers
Every customer-facing AI answer about price or availability is resolved deterministically against your real catalog and live stock before the model writes a word — so the AI states verified facts instead of guessing, and asks a clarifying question when it cannot resolve them.
- SKU and product-name resolution against the live catalog
- Verbatim price and availability facts handed to the model
- Clarify-first when a product or price cannot be resolved
Frequently asked questions
- Does AI ever send messages to my customers on its own?
- Only if you turn on autonomous mode for the AI seller. By default it is approve-mode: a human reviews and sends every reply. Autonomous mode is opt-in, rolled out in shadow first, capped, and hands off on low confidence.
- Can AI change my CRM data without me?
- No. Both the in-CRM AI Manager and the MCP server run reads freely but treat every write as a confirm-before-run proposal — a person approves the action, and it is recorded in the audit trail.
- Which AI models power this?
- The Anthropic API, running on top of Obriym's existing permission-checked server operations. There are no self-hosted models, and AI never bypasses your workspace roles.
- What does AI cost?
- AI is a paid-plan capability metered on monthly AI credits. The Free plan includes no AI credits; Team and Scale include a monthly allowance.
Bring AI into your commerce workspace
Start free, then add AI credits on Team or Scale to unlock the copilot, the AI seller, and the MCP server.