MosAIc: The AI Built Into Attriqs CRM

MosAIc is the AI CRM assistant in Attriqs CRM. It sets your CRM up around how you sell, keeps records current with AI attributes, surfaces the next best action on each deal, drafts and refines email and summarizes threads, and answers questions about your data. The same assistant works across the pipeline, inbox, automation, and reporting.

No. MosAIc drafts emails, suggests replies, and recommends next steps, but you review, edit, and confirm before anything is sent. MosAIc never auto-sends. Nothing goes out without your click.

MosAIc agents are the part of Attriqs CRM that works without being asked. Each agent runs on a schedule you control, watches one specific thing, and proposes what it thinks should happen next. Today that covers pipeline hygiene, lead triage, account briefings before meetings, churn win-back, and duplicate detection. Every proposal arrives in a single approval inbox with the records it is based on, so you can check the reasoning before you accept.

Assistive AI waits for you to ask: you open a draft, request a summary, or click for a recommendation. Autonomous agents run on their own schedule and bring work to you. Attriqs CRM does both, but draws a hard line at action: an agent can read anything it needs and decide something is worth raising, yet it cannot write to your CRM, assign a lead, or contact a customer until a person approves it. That approval step is what separates a useful agent from an expensive mistake.

No. Agents propose, people decide. Nothing is written to your records and no customer is contacted until someone on your team clicks accept. Anything you do accept can be undone in one click, and the undo deliberately refuses to overwrite a change a person made afterwards. You can also switch any agent off instantly.

Every proposal has to cite the records it came from, and the citations are clickable, so you can open the deal, contact, or call it is based on and check for yourself. An agent that cannot ground a suggestion in your data does not make one. You can also see how often each agent is accepted versus dismissed, so an agent that is not earning its place is easy to spot and turn off.

That is the question MosAIc's customer-value reporting answers. Rather than counting leads by source, Attriqs CRM looks at what those leads went on to be worth, so you can see which acquisition channels produce customers who stay. Paired with Attriqs Attribution, it closes the loop from first click through to repeat revenue, which is something a CRM on its own and a marketing analytics tool on its own both struggle to do.

MosAIc looks at where each active deal stands, recommends the next best action to keep it moving, and writes the recommendation, with a short reason, to the deal and your inbox. You decide whether to act on it, and there is an audit trail on every recommendation.

AI attributes are custom fields MosAIc fills in from the information already on a record, on a trigger like record created, field changed, or manual refresh. The result is cached and only recomputed when the underlying context changes, so your data stays current without manual entry.

MosAIc is included in every Attriqs CRM plan. It is built into the product and woven through the pipeline, inbox, automation, and reporting, not a separate paid add-on or a higher AI tier you have to buy on top. The MosAIc agents, which work your pipeline on a schedule rather than alongside you, come with your plan rather than as a paid extra. The pricing page shows what each plan includes.

Attriqs CRM is in early access. Request access on the CRM page and we will set you up, bring your data across, and let MosAIc shape your CRM and start surfacing next best actions.