Skip to main content

CRM Automation

Turn your CRM goals and current process into a clear automation workflow plan, with follow-up revisions to refine steps and messaging.

Choose the access you need

CRM Automation

$5.99 / month

Access to CRM Automation only.

Renews monthly until canceled.

Get this Agent

All Agents

$49.99 / month

Access to every Agent included in the all-Agent plan.

Renews monthly until canceled.

Get all Agents

Checkout creates or uses your Ai-GEN account. Once your payment is confirmed, you can start using your Agent. Open it from your order confirmation or account.

Already subscribed? Sign in · Contact support

Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

Plan facts, refunds, and privacy
  • Agents provide AI-generated text assistance. They do not send messages, connect to your accounts, process uploaded files, or create finished media files.
  • Usage limits and service availability apply. Access does not promise unlimited use or guaranteed results.
  • Chat connection safeguard: 50 counted session openings per account, shared across Agents. The counter resets one hour after the last counted opening.
  • At the limit, another session opening is refused until the counter resets. An unsuccessful connection attempt can still count.
  • Opening a session is different from sending a message. This safeguard is not a message allowance. Usage and availability limits may also apply within a conversation.
  • The individual-Agent and all-Agent plans use the same account-wide connection safeguard. Opening an Agent chat requests a session; refreshing, opening another tab, or reconnecting can request another. Revising in an already connected conversation does not itself call this session-opening endpoint.
  • A refused opening does not add to the count or extend its reset. When the reset time is available, the workspace shows when to try opening the Agent again. The connection safeguard does not specify how many useful drafts or messages a subscription includes.
  • Manage future renewals in Account & Billing → Subscriptions. Cancellation and a refund are different actions.
  • Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply.
  • Your prompts and relevant context are sent to the enabled AI service to generate a response. Avoid confidential, regulated, highly sensitive, or unnecessary personal information. Retention and deletion depend on the service and provider; read the Privacy Policy before sharing work.
  • For billing or access help, email help@ai-gen.co. Include your account email, order number, Agent name, and a short description of the issue. Do not send passwords, payment-card details, or confidential prompts.
  • If a payment has already been taken but access is missing, review your existing order and contact support before buying again. Report duplicate charges or billing errors through the same route. Any remedy follows the billing policy and applicable law.

Billing & Cancellation · Privacy Policy · Terms of Use

Prepare a practical CRM automation plan for lead follow-up, customer communications, or retention workflows. Share your CRM platform if known, the process you want to improve, relevant stages or rules, and any draft messages or constraints; this Agent can organize them into steps, triggers, and message wording.

Use a follow-up to clarify edge cases, adjust the sequence, or tailor the plan to your team's process. The result is written guidance for you to review and implement in your CRM, not changes made to the system.

What it writes

  • A step-by-step CRM automation workflow plan with triggers, conditions, and actions.
  • A written lead or customer messaging sequence aligned to supplied timing and rules.
  • A review of an existing workflow outline with identified ambiguities and suggested revisions.

How to use it

The Agent frames CRM automation around your stated process, then organizes supplied stages and rules into readable workflow steps and message drafts. Conversational follow-ups let you clarify conditions, address exceptions, and revise the written plan before you implement it.

This workspace provides text assistance.

What you bring

  • Describe the customer or lead process and the goal for automating it.
  • Share relevant CRM platform details, workflow stages, rules, and constraints you know.
  • Include draft message text or examples if you want wording incorporated or revised.
  • Have a specific customer or lead process in mind; exact technical details are optional.
  • Remove sensitive customer data before sharing examples or message drafts.

A good fit for

  • Mapping lead qualification and follow-up steps into a CRM workflow.
  • Drafting customer communication sequences for onboarding or retention.
  • Reviewing an existing automation outline for unclear steps or edge cases.

Ways to start

A few requests this Agent can handle.

Plan a lead follow-up workflow for [lead source] using [CRM platform, if known], with these stages: [stages].

Draft a customer onboarding sequence for [customer type] that follows these rules: [timing and conditions].

Review this retention automation outline and suggest clearer steps or edge cases: [paste outline].

What this Agent does not do

It does not carry out actions in other applications.

  • People seeking someone to configure their CRM or troubleshoot it directly.
  • Requests to send customer messages, update records, or monitor live CRM activity.
  • Can draft and revise workflow plans, decision rules, and message text from the context you provide; cannot access or configure a CRM.
  • Cannot send communications, change records, or verify that a workflow runs as intended; review plans before implementation.

Choose where you want to work

Ai-GEN Agents
Use a text workspace here on Ai-GEN with access to one selected Agent or the all-Agent plan. Review the Agent’s own offer and limits.
GPTs on ChatGPT
GPT links open on ChatGPT. OpenAI’s account, access, and usage requirements apply separately. An Ai-GEN purchase does not include a ChatGPT subscription.
Skills
Skills are coming soon and are not included in these Agent offers.

Before you subscribe

What am I buying?

Choose access to this named Agent or the all-Agent plan. The offers above show the current price, billing frequency, and exact scope. GPTs on ChatGPT and future Skills are separate.

What happens after payment?

Checkout creates or uses your Ai-GEN account. Once your payment is confirmed, you can start using your Agent. Open it from your order confirmation or account. Choose a starter task, add your inputs, and send your first request.

Can I cancel?

Yes. Manage cancellation under Account & Billing → Subscriptions. Review the status and cancellation details shown there before confirming.

What if the response is not right for me?

Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

Can I use the response in my work?

Use it as a draft to review and adapt. Verify calculations, facts, rights, and suitability before relying on it. Do not provide information you do not have permission to share.

Can I paste work or client information?

Your request and relevant context are sent to the enabled AI service to generate a response. Use placeholders and share only the minimum information you have permission to send. Avoid confidential, regulated, highly sensitive, or unnecessary personal information; removing names alone does not make restricted material suitable. Review the Privacy Policy before sharing work

What if I have paid but cannot open the Agent?

Sign in with the account used for the purchase and review your existing order in Account & Billing. Contact support with your account email, order number, Agent name, and a short description of the issue before buying again. Do not send passwords, payment-card details, or confidential prompts. Contact support

Have a question? Contact support
Report This Agent

Tell Ai-GEN about broken behavior, poor performance, misleading capabilities, or a safety concern.