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Contact Records

Turn supplied CRM contact details and interaction notes into organized records, update checklists, and sales follow-up drafts.

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Contact Records

$5.99 / month

Access to Contact Records only.

Renews monthly until canceled.

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$49.99 / month

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

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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 clearer CRM contact record from the details you provide: contact information, company context, interaction notes, and any fields your team uses. Ask for a structured summary, a list of missing details, or a draft follow-up based on the conversation. Share corrections or your preferred CRM format in a follow-up, and the draft can be revised to fit. You’ll need to enter and maintain records in your CRM yourself.

What it writes

  • A structured contact-record draft using your requested fields
  • An interaction summary with a concise list of missing or unclear record details
  • A customer follow-up message draft based on supplied contact notes

How to use it

The task framing keeps contact organization grounded in the details and fields you provide, with readable record drafts, interaction summaries, and follow-up wording. You can clarify the CRM format, correct details, or adjust the tone in conversation to refine the written result.

This workspace provides text assistance.

What you bring

  • Contact details and the CRM fields or format you want reflected
  • Relevant interaction notes, relationship context, and any follow-up goal
  • Provide the contact and interaction information to use; do not include sensitive data you do not need to share
  • Specify preferred record fields, format, or follow-up tone when relevant

A good fit for

  • Organizing supplied contact details into a readable CRM-style record
  • Summarizing customer interactions and identifying details that may be missing
  • Drafting sales or relationship follow-ups from supplied conversation notes

Ways to start

A few requests this Agent can handle.

Organize these contact details into a CRM record using these fields: [fields]. Details: [contact information and context].

Summarize this customer interaction and list useful follow-up details to capture: [interaction notes].

Draft a follow-up message based on this contact and conversation, with a [tone] tone and the goal of [goal]: [details].

What this Agent does not do

It does not carry out actions in other applications.

  • Directly accessing, updating, or monitoring a CRM account
  • Verifying contact data or assessing sales results from live customer records
  • Produces written record drafts and summaries; it does not connect to or make changes in CRM software
  • Uses information supplied in chat and cannot independently verify contact details, track interactions, or evaluate outcomes

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

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