AI Assistant

The AI Assistant powers Coeffection's smart features — AI-generated meeting summaries, drafted email replies, deal-stage recommendations, and natural-language search. Pick one AI provider (Anthropic, OpenAI, or Google Gemini) and Coeffection routes all AI requests through it.

Prerequisites#

• An API key from one of the supported providers:
  • Anthropic — get a key at console.anthropic.com (recommended; uses Claude Sonnet 4.6 for best balance of quality + cost)
  • OpenAI — get a key at platform.openai.com
  • Google Gemini — get a key at ai.google.dev
• Coeffection role with integrations:manage permission.

Connecting an AI provider#

1. Go to Admin Settings → Integrations → AI Assistant.
2. Pick your provider (Anthropic / OpenAI / Gemini).
3. Paste your API key.
4. (Optional) Set a default model — e.g., Claude Sonnet 4.6, GPT-4o, Gemini 1.5 Pro. Coeffection picks a sensible default if you skip this.
5. Click “Test connection” — Coeffection sends a tiny health-check prompt to verify the key works.

What it powers#

• Meeting summaries — combined with Fireflies or Fathom transcripts, produces a one-paragraph summary + action items on the contact timeline.
• Email drafting— “Draft a reply” button on any email thread generates a contextual reply you can edit before sending.
• Deal-stage recommendations — analyzes recent activity on an opportunity and suggests when to move it forward (or flag risk).
• Natural-language search— “Show me deals over $50K stuck in negotiation more than 14 days” works in the global search bar.
• Custom-field cleanup— propose normalizations for messy data (e.g., consolidating “USA / U.S. / United States”).

Cost & usage#

You pay your AI provider directly — Coeffection does not mark up usage. Typical monthly cost for a 10-rep team using the default feature set is $5-$25on Anthropic or OpenAI, depending on meeting volume and how heavily you use email drafting. The AI Assistant settings page shows your tenant's monthly token usage so you can monitor.