AI in the CRM — deal health, summaries, and next steps

Last updated 10 Sept 2026

Flowora has several AI helpers in the CRM. They're deterministic where it matters (scoring) and generative where it helps (summaries).

Deal health

Each deal gets a health read based on its activity, stage, and age — a quick "which deals need attention?" signal without opening every one.

Customer summary

On a contact, generate a short summary of the relationship — recent activity, open deals, and anything notable — so you're up to speed before a call.

Next best action

On a deal, ask for a recommended next step based on where it is and what's happened recently.

Risk Intelligence

A cross-record view that surfaces risk signals for a contact — stalled deals, gone-quiet threads, overdue tasks — pulled together in one place.

The AI Center

The AI Center in the app is where the broader AI insights and business-health views live. AI features that call the model use your plan's AI allowance.

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