FavCRM

FEATURE / AI WORK COORDINATION

AI work coordination

AI does the preparation. You make the decision. Nothing reaches a customer without you seeing it.

Book a demoAI booking system guide

FavCRM’s AI is not a chatbot. It does the preparation: pulling customer context together, drafting a reply, proposing the next step, turning a meeting into tasks. Anything that reaches a customer or touches money waits for a person to approve, and every step is recorded.

Drafts
Never sends alone
Human
Approves what matters
Full
Audit trail
01

Organise first, suggest second

AI reads the customer record and turns scattered history into something usable.

  • Bookings, payments and conversation history pulled together
  • Says why this customer is worth contacting
  • Drafts the reply and the next step
02

Meetings become tasks

Nobody writes up notes afterwards.

  • Meeting records summarised automatically
  • Action items and owners extracted
  • Written to the right customer record
03

Important actions need approval

This is a design constraint, not a setting.

  • Outbound messages, discounts and refunds require sign-off
  • Thresholds by action type or amount
  • Edit the draft before approving
04

Everything is on the record

Who did what, when, and what it said before.

  • Full audit trail
  • Permissions by role
  • AI drafts and human edits shown separately

How it works

A human in the loop, not beside it.

  1. 01

    AI prepares

    Context assembled, reply drafted, next step proposed.

  2. 02

    You review

    See what it drafted and which records it drew on.

  3. 03

    Approve or edit

    Change the wording, or send it back to be redrafted.

  4. 04

    Execute and log

    Only then does it send, and the audit trail records it.

What it replaces

Most admin time goes on preparation, not decisions.

  • Reading back through threads before replyingContext assembled before you open it
  • Writing every follow-up from scratchDrafted from the record, edited and approved
  • Writing up meeting actions yourselfSummarised and filed to the customer record
  • Not knowing who changed a discountEvery change approved and logged

Built for

  • Beauty and wellness
  • Fitness and classes
  • Education and tutoring
  • Professional services
  • Sports venues

Frequently asked questions

Will AI contact customers on its own?

No. Every outbound message requires human approval. That is a product constraint, not a setting you can switch off.

Is our customer data used to train models?

Your customer data is used to generate content for you and is not used to train public models. See the privacy policy for detail.

What if a draft is wrong?

Edit it before approving, or send it back to be redrafted. AI drafts and human edits are recorded separately, so the history is clear afterwards.

Can we choose which actions need approval?

Yes. Thresholds can be set by action type or amount — for example, only discounts above a certain level require sign-off.