Ask Nandi
A conversational AI agent for CRM day-to-day work.
- Open Nandi from the admin workspace
- Ask about leads, deals, or how to complete CRM tasks
- Start a new chat when you want a fresh conversation
Nandi AI Agent
Get CRM answers without leaving your workflow
Meet Nandi — your in-app AI agent for CRM. Ask questions, get guidance, and move faster without leaving the portal.
In-app guidance while CRM work is on screen
Ask Nandi about leads, deals, and CRM workflows from an assistant that stays inside your BullCRM workspace.
-
Help in context Ask Nandi while you are already looking at CRM work.
-
Faster ramp-up New users get guided answers instead of hunting docs alone.
-
Less context switching Stay in the portal instead of opening another tool.
-
Permission aware Only users with access see Nandi.
Ask with a prompt — get structured help back
Example prompts to start — benefit cards for what Nandi is built to do.
How do I create a lead?
Show deals stuck this week
What can CRM roles control?
Walk me through deal stages
Work alongside records
Designed for operators already inside BullCRM.
- Get guidance without leaving active CRM screens
- Use Nandi as a companion to Knowledge Base articles
- Keep website visitor chat separate in Bulleye
Stop overthinking. Ask Nandi inside BullCRM.
Turn on Nandi AI Agent for teams that already use CRM. It complements Bulleye website chat — Nandi helps operators inside the app.
Frequently asked questions
Straight answers about Nandi AI Agent in BullCRM.
What is Nandi AI Agent in BullCRM?
Nandi AI Agent is BullCRM’s in-app AI assistant for operators — ask how to create leads, move deals, understand roles, and navigate CRM workflows without leaving the portal.
How does Nandi AI Agent help with CRM sales workflows?
Nandi answers product and process questions in context — for example how to update deal stages, assign leads, or apply role permissions — so teams move faster with fewer how-to interruptions.
Where does Nandi AI Agent appear in BullCRM?
Nandi opens from the admin workspace on pages where your role has CRM Smart Agent access — help stays in context while you work records.
Is Nandi AI Agent the same as Bulleye website live chat?
No. Bulleye engages website visitors in realtime. Nandi assists operators who are already logged into BullCRM.
Does Nandi AI Agent replace Knowledge Base articles?
No. Knowledge Base stores authored articles for search and browsing. Nandi is a conversational assistant that helps people act on CRM workflows in the moment.
Who can use Nandi AI Agent and what permissions apply?
Only users with permission to access the CRM Smart Agent see Nandi. Access follows workspace roles so guidance stays relevant to what each user may do.
Start with Nandi AI Agent
Turn on Nandi AI Agent for teams that already use CRM. It complements Bulleye website chat — Nandi helps operators inside the app.