Demo Overview
Open-source CRM demo with an AI assistant
This walkthrough shows how we can build a tailored internal CRM experience with open architecture and an embedded AI assistant, without buying another SaaS product or stretching a low-code platform past its limits.
Open architectureWorkflow-first experienceEmbedded AI assistantNo SaaS lock-in or low-code dependency
Account Details
Account Number:1484801092820019308
Primary Email:[email protected]
Phone Numbers:
Mobile Phone: 2028105913
DOB:XX-XX-1990
SSN:Not Available
TIN:Not Available
Available Balance:$2.00 USD
Primary Balance:$2.00 USD
Customer Segment:High Engaged Customer
Financials
FLEET BANKBankActivexxxx-1348
BANK OF AMERICABankActivexxxx-1971
SIERRA CENTRAL CREDIT UNIONCredit CardActivexxxx-3382
ICBA BANCARD, INC.Credit CardActivexxxx-7186
fintechCredit ProductActivexxxx-8752
Transactions
2020-02-12T14:14:28.000ZFrom Bank AccountProcessing21.0 USD
2020-02-06T15:14:28.000ZTo AmazonCompleted-21.0 USD
2020-02-02T09:14:02.000ZFrom Bank AccountProcessing20.0 USD
2020-01-02T16:14:02.000ZTo AmazonCompleted-20.0 USD
2019-12-02T16:13:40.000ZFrom Bank AccountProcessing19.0 USD
CC Transactions
2020-02-02T17:50:30.000Z7186Success24.0 USD
2020-02-02T17:49:50.000Z7186Success12.0 USD
2020-02-02T17:49:27.000Z7186Success12.0 USD
2020-02-02T17:48:53.000Z7186Success12.0 USD
2020-02-02T17:48:06.000Z7186Success12.0 USD
Interactions
2020-02-02T17:48:41.832ZPending-AgentActionVOICEMaya Carter
2020-01-29T00:35:11.816ZPending-AgentActionVOICEMaya Carter
2020-01-21T05:27:41.202ZPending-AgentActionCHATMaya Carter
2020-01-21T05:24:09.377ZPending-AgentActionEMAILMaya Carter
AI Assistant
Built into an open-source workflow.
Hi, I am the AI assistant. This demo is built with open-source components and custom workflows instead of SaaS or low-code tooling. Ask about balances, cards, recent interactions, or paste a transaction ID.