Ask My CRM: The conversational AI agent that brings your CRM data to life
A CRM co-pilot connected to your data
Connected in real time to your customer database, Ask My CRM supports you in your daily CRM tasks through natural language conversation.
Ask your questions in the language of your choice.
The agent reads and understands your CRM data
It responds and suggest the next actio: segmentation, activation, insight, reporting
From question to action: query your CRM in natural language
Query your data as you would speak to an analyst: Ask My CRM responds with structured results and possible next steps.
Which of my customers are at risk this month?
Which channel is most effective at reactivating users who have been inactive for 90 days?
Which segments have the bestCustomer Lifetime Value (CLV)?
What the agent delivers
Beyond providing answers, Ask My CRM transforms raw information into concrete levers for action.
Highlights areas for improvement across your CRM data and performance
Identifies opportunities: segments, campaigns, performance drivers
Recommends actions and strategies tailored to your context
Generates clear summaries ready to be shared internally
Concrete answers to your business needs
Ask My CRM is an agent that understands CRM and tailors its analyses to your reactivation, growth, and management challenges.
Reactivation & churn
- Which customers are at risk over the next 30 days?
- Which scenario best reactivates customers who have been inactive for 90 days?
Growth (upsell/cross-sell)
- Which customers are most likely to purchase in category X?
- Which segments generate the highest average basket size/CLV?
Steering & reporting
- Which scenarios contribute most to CRM revenue?
- Which segments are performing best by channel during this period?
The immediate benefit for CRM teams
Less time spent searching for and cross-referencing data. More time for steering and activating.
Save time on analysis and segmentation
Reduce back-and-forth between data, tools, and teams
Align everyone on a single source of truth
Accelerate the actionability of your data
Frequently Asked Questions
Ask My CRM is a conversational agent connected to CRM data, capable of communicating in natural language, understanding business intent, and performing a series of steps (analyzing, synthesizing, proposing an action). Unlike a simple chatbot, it relies on data and access rules to provide structured, decision-oriented responses.
Ask My CRM uses CRM data available in your Splio platform (profiles, consents, events, activation history, performance), as well as authorized connected sources. Customer data remains hosted within the Splio environment and no data is extracted or moved outside the platform.
Ask My CRM supports you in your daily work. First, the agent improves team productivity by providing access to key insights without constantly relying on analysts or dashboards. It then helps you make better decisions by quickly clarifying what is happening in your CRM and why, whether it's performance, segments, or anomalies to investigate. Finally, it helps you take action by detecting opportunities and recommending the most relevant levers, based on your CRM data and predictive signals.
Ask My CRM can be used as soon as your data is available on the Splio platform. No training is required to use it; it is ready to use and operational in just a few minutes.
Ask My CRM is based on several language models depending on usage: Claude Opus 4.5 is used for the chat experience and SQL query generation, while Gemini 2.5 / 3.0 Flash is used for discovering, qualifying, and selecting relevant data to be mobilized.