The AI Assistant brings powerful AI capabilities directly into RISE CRM. You can connect your preferred AI provider, create custom AI agents with specialized knowledge, and enable AI-powered features across different areas of the application.

Integrate AI

Currently supported providers:

• OpenAI (ChatGPT)
• Google Gemini

To start using the AI features, please collect the API key from your preferred AI provider. 

To get an OpenAI API key, log in or sign up at the OpenAI Platform. Go to Settings > API Keys (or the API Keys Page) and click Create new secret key. Name the key and copy. In RISE, go to Settings > AI Assistant > ChatGPT and enable the ChatGPT integration. 

To get your Gemini API key log in into Google AI Studio with your Google account. Go to the Get API key tab in the left sidebar, click Create API key, and copy the generated key string. In RISE, go to Settings > AI Assistant > Gemini and enable the Gemini integration. 

After a successful integration, you should see the Authorized status. 

AI Agents

AI Agents allow you to create assistants with different personalities, instructions, models, and knowledge.

Go to:

Settings → AI Assistant → AI Agents

From here you can:

• Create multiple AI agents
• Choose the AI model for each agent
• Activate or deactivate agents
• Train agents with your own knowledge

Setup the Agent System Prompt carefully to get your desired response. Each agent works independently and can have its own training data. 

AI Chatbox

The AI Chatbox provides a persistent AI chat interface that can be accessed from the top navigation bar.

Depending on the selected AI agent, it can answer questions using:

• General AI knowledge
• Your trained company knowledge
• Imported documentation
• Knowledge Base articles
• Can create to-do items and notes

The AI agent used by the chatbox can be configured from the Settings > AI Assistant > General settings > AI chatbox. Before selecting an agent, make sure its status is Active.

AI agents can create to-do items and notes directly from your conversations. To enable this feature, select the App actions when creating or editing the AI agent.

Quick Assistant

Once you enable the quick assistant, you can access the AI assistant in task comment and ticket reply. 

Quick assistant in task comment: 

Quick assistant in task comments and tickets: 

To enable the quick assistant, create a simple agent like the following. Train up is not required for this agent. 

Then go to Settings > AI Assistant > General settings, select an AI agent for the Quick Assistant, and enable it. Before selecting an agent, make sure its status is Active.

Quick assistant (Tickets) - AI-Powered Ticket Replies

You can train an AI agent with your business knowledge and use it to generate accurate, context-aware replies for support tickets.

First, create an AI agent. Then, from the AI Agents list, click Train agent and provide your training data. You can train the agent using Knowledge Base articles, text files, Excel files, or custom text.

Once your agent has been trained, go to Settings > AI Assistant > General settings, enable Quick assistant (Tickets), and select the trained AI agent. Only Active agents can be selected.

The selected AI agent will then be available in the ticket reply editor, where you can use it to generate AI-assisted responses based on your business knowledge.

Troubleshooting

AI responses stop or stream incompletely.

On some servers, especially those running Nginx with PHP-FPM, response buffering may interrupt AI streaming responses. If AI responses are delayed, incomplete, or stop unexpectedly, disable FastCGI buffering in your Nginx configuration.

Nginx: 

location ~ \.php$ {
    fastcgi_buffering off;
    gzip off;
    add_header X-Accel-Buffering no;
}

After updating the configuration, reload or restart Nginx for the changes to take effect.

If the issue persists, also verify that:

• Your AI provider API key is valid and authorized.
• Your server can connect to the AI provider.
• No reverse proxy, CDN, or firewall is buffering or blocking streaming responses.
• API credit is available.
• Check the error log. 

AI Response Quality

The quality and accuracy of AI responses depend on several factors, including:

• The AI model you choose (for example, ChatGPT or Gemini, and the specific model version)
• The AI service provider
• The quality and completeness of your training data
• The system prompt and instructions configured for the AI agent
• The clarity and context of your prompt or question

Because of these factors, responses may vary between different models and providers.

RISE CRM simply connects to the AI service you configure and sends your prompts, instructions, and training data. It does not modify, verify, or correct the AI’s responses. If the generated content is inaccurate or does not meet your expectations, consider using a different model, improving your training data, refining the system prompt, or providing more specific prompts. Always review AI-generated content before using it in business communications or making important decisions.