要点
- Lilly is an optional AI add-on on paid plans — not on the Free trial. Ask sales for the current rate.
- On hosted plans she runs on Qivity’s servers. Self-host and she runs on your infrastructure.
- 她根据实时记录作答，起草您确认的提醒，并在真实日历上预订会议。
- 她看不到提问用户打不开的记录，即使该用户是管理员。
Lilly is the assistant inside Qivity CRM. She is an optional AI add-on on paid plans — not on the Free trial. Ask sales for the current rate. She is not a wrapper around ChatGPT.
When a rep types “break my leads down by stage” or “remind me to call Acme next Tuesday at 3,” Lilly classifies the intent and runs a real query — or drafts a card you confirm. On hosted plans that happens on Qivity’s servers. Self-host and it happens on yours. The longer argument is what a private AI CRM is.
What she does today
- Pipeline and lead counts, including filters you said in the sentence.
- Reminders and to-dos, including repeating ones, on a card you accept.
- Meetings on your actual calendar, logged against the record.
- Search by meaning: pharmaceutical accounts in the south, even if those words are not on the lead.
- Excel download of the matched set.
She quotes product docs instead of paraphrasing them. She says she does not know rather than inventing a number. Those are product decisions, not model size.
What she will not do
Write your strategy memo. See the VP’s pipeline because you are an admin. If you need those, you want a different kind of AI, and we will say so. Architecture is on the AI CRM page.
How to try it
Connect a mailbox, one question you actually ask on a Monday. Watch whether the answer is a query or a paragraph. Book a demo — including on self-hosted, with internet egress blocked, if that is the requirement.