Which ones?
“Which quotations are still open, and for whom?” “Which customers in Leeds have never ordered?” “Who has gone quiet since the spring?” It works the filter out itself rather than making you build a report.
Psalm/AI employee
Live now · included on every plan
Every business has somebody who chases the invoices, types the quotations and remembers who to ring. Most small businesses do not have that somebody. Smarty is built to be them: it works inside your own records, it answers from real figures, and it does the job rather than describing it.
Call it whatever you like. Smarty is only the name it starts with.
The work
Not a chatbot bolted onto a sidebar with a list of things it has been taught to say. Smarty reaches your records directly, so a question nobody thought of in advance is still a question it can answer.
“Which quotations are still open, and for whom?” “Which customers in Leeds have never ordered?” “Who has gone quiet since the spring?” It works the filter out itself rather than making you build a report.
“What did we quote in July?” “How much is outstanding, and how much of that is overdue?” “What did we sell most of last quarter?” Totals are counted in the database, never added up in its head.
“Read me quotation 072.” “What did we agree with the Ivy?” It opens the actual record, with the actual lines, and tells you what is on it.
“Add Rosalind Pike at Northbank Studios.” “Mark that job finished.” “Put the worktop price up five per cent.” It writes into the CRM while you are still talking, and tells you what the value was before.
The part most people get wrong
Smarty runs as the person asking it. Not as an administrator, not as a service account with the keys to everything.
Sales is a private workspace in Psalm: your people see their own leads and their own quotations. Ask Smarty the same question as two different people and you get two different answers, because it inherits whatever that person is allowed to open.
The permissions are the CRM's own, enforced by the database rather than by instructions in a prompt. That is the only version of “the AI can see everything” that is safe to say out loud, and it is also the strongest one.
What somebody asks Smarty is private to them. There is no owner's window into their staff's chats, for the same reason there is none into their to-do list. People ask an assistant things they would not put in a group chat.
Switch the assistant off for your company and nothing from your workspace goes to a model at all. Not the morning summary, not the setup reader, nothing. It is enforced on the one road every AI request travels, not asked for politely.
Where it stops
An employee you cannot trust alone is not much of an employee. These are not settings you have to find and switch on. They are the way it is built.
Invoice and quotation serials are legal records that can never gap or repeat, so only the database mints them. A quotation Smarty drafts has no number on it until a person saves it.
Totals, tax figures and payments are worked out in one place and Smarty is not that place. It can read every figure and change none of them, so an assistant can never quietly alter what a customer owes.
When it drafts a quotation the rate, the unit and the tax code come off your own catalogue. A price suggested in the conversation is ignored, deliberately, even if somebody asks for it.
It writes the chase, the email and the follow-up. A person presses send. Nothing Smarty does reaches anybody outside your company on its own.
The meter
Asking Smarty something costs you nothing, ever, and neither does having it correct your spelling or read a record back to you. Charging people to look things up would tax exactly the behaviour that makes a CRM worth owning.
Finished work is counted in credits, and a credit is a penny: a quotation drafted, a chase written, a setting changed or the morning summary is 10 credits. Every plan includes an allowance and you can buy more whenever you like, at a price that does not expire. Small changes to your records are free too. Only bulk changes count, at 10 credits per ten records, so correcting a phone number costs nothing and repricing forty products is 40 credits.
There is no separate AI subscription and no key of your own to go and get. It is part of Psalm, on every plan, from the first day of the trial.