Nandi AIThe CRM AI agent that lives inside BullCRM
Your CRM questions, answered where you work.
Ask Nandi how to add a lead, move a deal or set up team permissions. Get clear, step-by-step guidance on the page you are working on, shaped by what your role is allowed to see.
- Built into your workspace
- Respects role permissions
- No tab-switching
- In-appopens right on the page, so you never leave the deal you’re working on
- Role-awarefollows the permissions you’ve already set for each user
- Plain wordsask the way you’d ask a teammate — no commands or keywords
Deals stall when “how do I…?” takes longer than the work.
Small questions with no quick answer pull reps out of the CRM. Nandi puts that answer one click away.
- WITHOUT NANDI
Digging through help docs
Reps leave the deal mid-call to search for one setting.
- WITHOUT NANDI
Waiting on the admin
Simple how-to questions queue up in someone’s inbox.
- WITHOUT NANDI
New hires guessing
Records get updated the wrong way, and the pipeline gets messy.
- WITH NANDI
Answer, then act
Ask on the same screen, follow the steps, and keep the deal moving.
How it works
From question to next step in three moves.
No setup for your reps and nothing new to learn. If you can type a question, you can use Nandi.
- 01
Open Nandi
Launch it from your BullCRM workspace. It opens on the page you’re on, not in a new tab.
- 02
Ask in your own words
Type a question about a lead, a deal, a stage or a setting.
- 03
Act on the same screen
Follow the steps where you are. Switching topics? Start a new chat in one click.
Guided deal workflows, one step at a time
Moving a deal forward? Nandi explains what each stage means and which fields need to be filled before you advance, so saves don’t bounce back.
- Stage-by-stage guidance
- Required fields called out before you save
- Lead creation and assignment, explained
Permission-aware by design
Nandi works within the roles you already manage in BullCRM. Each person gets guidance that fits what they can see and do, so it never widens anyone’s access.
- Visible only to users with CRM Smart Agent access
- Access follows each user’s role
- Admins decide who gets access
Try asking
Real questions sales teams ask every day.
- How do I add a new lead and assign it?
- Which fields are required for the next stage?
- How can I find deals that haven’t moved?
- How do I let reps see only their own leads?
- What does each pipeline stage mean?
- Walk me through changing a user’s role
- How do I move a deal to Negotiation?
- Where do I log a call on a lead?
One AI assistant for the whole team
Reps, managers and admins all ask different questions. Nandi answers each one in context.
Sales reps
Stay with your buyer, not the help centre. Update stages, log leads and get the next step without leaving the deal.
Sales managers
New hires ramp up while they work, and everyone follows the same process, so you repeat yourself less.
Admins & owners
Fewer “quick questions” in your inbox, step-by-step help on roles and permissions, and full control over who gets access.
Where Nandi fits
Nandi, Bulleye and the Knowledge Base each have a job.
Nandi helps your team inside the CRM. It doesn’t chat with website visitors, and it doesn’t replace your written docs.
-
NNandi AI agent
- Who it serves
- Your CRM users
- Where it lives
- Inside the BullCRM workspace
- Best for
- Quick, in-the-moment CRM guidance
-
Bulleye
- Who it serves
- Visitors on your website
- Where it lives
- Your website chat
- Best for
- Engaging and capturing visitors
-
Knowledge Base
- Who it serves
- Anyone reading your docs
- Where it lives
- Help articles
- Best for
- Detailed, reference-style reading
Questions about Nandi
Can’t find what you need? Talk to sales.
What is Nandi?
Nandi is the AI agent built into BullCRM. It answers questions about leads, deals, pipeline stages and settings, and walks people through tasks step by step without leaving the CRM.
How does Nandi help my sales team?
It removes the small delays that slow deals down. Reps get quick guidance on updating records and moving deals between stages, and new hires learn the CRM while they work.
Where do I find Nandi in BullCRM?
Open it from your workspace. It opens right on the page you are working on, so you can read the guidance and act on it without switching tabs.
Who can use Nandi?
Only users who have been given CRM Smart Agent access. Admins decide who has it, and access follows each user’s role.
How is Nandi different from Bulleye?
Bulleye chats with visitors on your website. Nandi supports your own team inside the CRM. They are separate tools with separate jobs.
Does Nandi replace the Knowledge Base?
No. Nandi is for quick answers in the moment. The Knowledge Base stays the place for detailed, written articles, and the two work well together.
Can I start a new conversation?
Yes. Start a new chat whenever you switch topics, so each answer stays focused on the task in front of you.
Stop searching. Start selling.
Give your team an AI agent that already knows its way around BullCRM, and ask your first question today.