AI Assistant
Ask a question or give an instruction in plain language from anywhere in SortBoxs.
SortBoxs AI
Your AI Assistant for real business impact.
Get insights, automate tasks, generate reports and make better decisions, all with the power of AI.
- Ask questions in plain language
- Agents that act across every module
- Reports and insights on demand
SortBoxs AI
AssistantAI insight
Pick a question to see how the assistant answers from your own data.
How it works
From your data to a done task
The assistant works on your real business data, inside the permissions each person already has.
- 1
Data
It reads the records you already keep in SortBoxs, and only what the person asking is allowed to see.
- 2
AI
It understands your question in plain language and works out which modules and records are involved.
- 3
Insight
It answers with the numbers, the reason and a chart or a summary you can share.
- 4
Action
It can go on to do the work: draft the email, create the tasks or run the workflow, after you approve.
What you can ask
Ask it to answer, summarise, automate or report
Pick a type of request to see examples of what teams ask the assistant every day.
Ask
Get answers from your own data.
Typical time Seconds
Which deals close this month?
Instant
CRM
Lists 14 deals worth ₹9.6L
Who is on leave next week?
Instant
HRMS
9 people across 3 teams
What is our cash position?
Instant
Finance
₹46L across 3 accounts
AI built into the platform
One assistant that knows your whole business
It isn't a separate tool to learn. It's already inside every module, working with the same data and permissions.
AI Agents
Agents that handle a whole task end to end, such as chasing invoices or screening resumes.
AI Analytics
Explain trends, find outliers and forecast results without building a single report.
AI Automation
Describe a process in a sentence and get a working workflow back.
AI Insights
Proactive suggestions on deals, tickets, stock and people, when they matter.
Natural Language
No filters or formulas. Ask the way you'd ask a colleague and get a clear answer.
Trust and control
Helpful by default, in control by design
The assistant respects the access each person has, shows where its answers come from and asks before it changes anything.
- Only sees the data the person asking is allowed to see
- Shows the records behind every answer
- Asks for your approval before taking action
- Keeps a log of what it did and why
Sourced answers
Every figure links back to the records it came from, so you can check it.
Approve before it acts
Drafts and changes wait for your OK. Nothing is sent or edited on its own.
Full activity log
See what the assistant did, who asked and when, in one place.
Built for every industry
Trusted by businesses across all industries.
Part of one platform
AI that works in every module
It doesn't just answer. It's built into the places where your team already works.
