AI services - SuperOffice

SuperOffice AI helps automate routine tasks and reduce manual work by embedding artificial intelligence directly into the CRM. You can improve response times, reduce errors, and work more efficiently, without needing technical expertise or coding skills. These features allow your team to focus on meaningful work, while AI handles repetitive processes in the background.

SuperOffice AI is available in CRM Online only. License requirements are service-specific.

Available services

Service	Description	License
AI summaries in SuperOffice for Teams	Generates a summary of a Microsoft Teams conversation when archiving it to SuperOffice.	AI Lab (pilot feature)
Category Insight	Suggests a category for incoming requests based on the message content. An administrator trains the model on a selection of existing requests and enables suggestions. Request handlers review the suggestion before applying it.	Categorization, or CRM Suite Growth
Chatbot Connector	Enables integration with external chat bots to handle incoming chats automatically.	Chatbot
Company Insight	Suggests company details from official business registries, such as Brreg, Virk, Companies House, and Zefix, when you create a new company.	CRM Suite Growth
Data Quality Agent	Verifies and enriches the companies and contacts already in your CRM against trusted business sources, for a person to approve.	CRM Suite Growth
Duplicate Agent	Finds duplicate companies and contacts, and reconnects orphaned contacts to their company, for a person to approve.	CRM Suite Growth
Lead Agent	Finds, researches, and qualifies new prospects from configured news sources, and rates them against your ideal customer profile, for a person to approve.	CRM Suite Plus
MCP Connect	Connects SuperOffice CRM as a live data source for Claude, Microsoft Copilot, or ChatGPT to read and update.	CRM Suite Plus to read, CRM Suite Super to update
Reply Assist	Drafts a suggested reply to an incoming service request from your CRM content, for a person to review and send.	CRM Suite Plus
Request Insight	Analyzes the sentiment of an incoming request so you can prioritize your response.	Text Services, or CRM Suite Core
Summary Assist	Summarizes the messages in a request so you can act on it without reading the full thread.	Text Services, or CRM Suite Core
SuperNotes	AI-powered meeting assistant that captures, transcribes, and summarizes meetings, then links the insights back to SuperOffice.	Separate integration (not part of AI Platform)
Translation Assist	Detects the language of an incoming request and translates it into your language.	Text Services, or CRM Suite Core
Workspace Assist	Uses generative AI to assist users with content creation and task guidance.	CRM Suite Core, or AI Lab (opt in/opt out in Settings and maintenance)
Writing Assist	Drafts emails, notes, and follow-ups for you to edit and send.	CRM Suite Starter

Request Insight, Summary Assist, and Translation Assist require the SuperOffice AI Platform and a Text Services license, or CRM Suite Core. An administrator must enable text analysis before these features appear. Once enabled, they are visible directly in the request view and do not require any configuration by the end user.Category Insight requires the SuperOffice AI Platform and a Categorization license, or CRM Suite Growth. An administrator must train the model and enable suggestions before request handlers can use suggested categories.

Insight, Assist, and Agent

Newer AI capabilities follow a naming pattern that tells you how each one works:

Insight suggests external data inline while you work, with nothing to open or manage. Company Insight is an insight service.
Assist uses generative AI to help you create content or decide what to do next, right where you already work. Workspace Assist and Reply Assist are assist services.
Agent runs in the background on its own schedule and proposes results for a person to approve, in its own dedicated Agents area. Lead Agent, Data Quality Agent, and Duplicate Agent are agent services.

Credits and billing

Some AI actions use AI credits, especially actions performed by agents such as the Data Quality Agent. Credits are deducted when an applicable action is triggered. Your CRM Suite includes a yearly credit allowance that scales with team size, and additional allowances are available to purchase. See the CRM Suite price list for current allowances, action costs, and additional usage prices.

Open the Agents area

Select Agents in the Navigator.
Do not see Agents in the Navigator? Ask your administrator to enable AI functions.
The first time, select Log in and approve access when prompted: select I approve.
Proceed to choose, activate, and set up your agents.

​Available services

​Insight, Assist, and Agent

​Credits and billing

​Open the Agents area

Available services

Insight, Assist, and Agent

Credits and billing

Open the Agents area