Module 04 of 06 · AI Copilot

AI agents that do the actual work.

Not a chatbot stapled on. AuriusCRM's AI reads the BuilderJS schema, generates valid JSON, mutates automation trees through a typed tool layer, and lands every change inactive for human approval. Bring your own engine — OpenAI, Anthropic, Ollama (local), or our managed hub.

23AI tasks
6Engines
60+Tool functions
Undo
Five task categories · twenty-three concrete tasks

Every AI feature is a distinct task with its own prompt, engine policy, and rate limit.

No "general purpose AI". Each capability is a registered task with explicit inputs, outputs, rate limits, and an undo path. Audit-trail-grade by default.

5tasks · category 1

Template generation

Generate full landing pages, email templates, funnels and forms from a prompt. Output: valid BuilderJS JSON, schema-checked.

page.generate · funnel.generate · form.generate · email.generate · block.rewrite

10tasks · category 2

Text rewriting · in context

Inline rewrites for subjects, headlines, button copy, list names, segment descriptions. Each task keeps tone and never breaks layout.

subject · preheader · headline · cta · description · field-label · campaign-name · A/B subject · tag-suggest · spam-score

1task · category 3

Support chatbox

In-app help, grounded in your KB. Multi-turn Q&A with KB citations, no tool-use — pure RAG. 20/min · 300/hour limits.

support.chat · backed by glossary + FAQ + screen context

1task · category 4

Agent chat · with tool use

Multi-turn agentic chat. The agent has 60+ tools at its disposal, can mutate state, and reports every tool call.

agent.chat · 20/min · 500/hour · max 10 iterations per session

6tasks · category 5

Inline rewrite · sparkle button

Highlight any text in the builder, click ✨. Choose: shorter · bolder · more formal · custom prompt. Replaces selection in place.

shorter · longer · bolder · formal · informal · custom

audit

Every task is logged

Each request stores: input · output · engine · model · tokens · latency · cost · user · timestamp · feedback (👍/👎). Daily rollups in the admin dashboard.

ai_requests · ai_tool_calls · ai_messages · ai_feedback · ai_daily_rollups

Six engines · swap per task

Your AI bill. Your data residency. Your model choice.

Run cheap tasks on Ollama (local, air-gapped, free). Run quality-critical tasks on Claude or GPT-4. Swap engines per-task without touching prompts. Bring your own API key, your own on-prem deployment, or use the managed AcelleAI Hub.

Per-engine API-key verification, per-engine rate limits, per-task model overrides. Switch engines mid-flight; in-flight tasks finish on the old engine, new tasks pick up the new one.

Engines · ai_engines table configurable per task
OpenAI gpt-4o · gpt-4-turbo · gpt-3.5-turbo DEFAULT $3.42 / day
Anthropic claude-3-opus · sonnet · haiku CREATIVE $1.20 / day
Ollama (local) llama3 · qwen · mistral · phi3 LOCAL $0.00 / day
AcelleAI Hub managed proxy · multi-model fallback MANAGED included
ClaudeCLI local CLI · for dev mode DEV $0.00 / day
Fake deterministic mock · for tests TEST $0.00 / day
Sixty-plus typed tool functions

The agent doesn't have free hands. It has a typed toolbox.

Every action the agent can take is a registered tool with a JSON schema. The schemas are embedded in the system prompt; tool calls are validated before execution; mutations land INACTIVE for review.

Tool category Count Sample tools
Automation 4 flow.create_from_preset · flow.add_step · flow.apply_condition · flow.test_fire
Campaign 10 campaign.create · duplicate · pause · schedule · suggest_preheader · spam_score · A/B_split · …
Form 3 form.check_gdpr · form.suggest_fields · form.suggest_success_message
List 4 list.create · list.delete · list.find_by_name · list.stats
Segment 4 segment.build_from_nl · segment.explain_operator · segment.preview_count · segment.test_rules
Subscriber 5 subscriber.find · add_tags · remove_tags · update_fields · import_csv · export · delete
Tag 4 tag.list · tag.rename · tag.delete · tag.bulk_assign
Sending 5 sending.check_dns · explain_bounce · test_connection · fill_form_field · list_types
Docs (KB) 1 docs.lookup · grounded RAG over your knowledge base
UI / UX 10 ui.navigate · highlight · scroll · focus · fill_field · show_empty · tooltip · undo · …
Entity 2 entity.get · entity.find_by_name
Usage 2 usage.self_stats · usage.navigation_hints
Install-inactive · full observability

AI never deploys directly to production. You do.

Every AI mutation — a generated page, an automation tree, a new segment — lands INACTIVE. The agent finishes with a report: "here's what I built, here's where to review, here's the undo button". You activate. Or you don't.

Every request, tool call, latency reading, token count, and 👍/👎 is persisted in five database tables. The admin dashboard shows daily rollups. Compliance teams can audit every prompt and every action the AI took, who approved, who reverted.

Requests · last 24h

847

↑ 12% vs last week

Avg latency

1.2s

P95: 3.4s · p99: 6.1s

Tokens used

614K

in 412K · out 202K

Total cost

$3.42

openai · 89% of spend

Approval rate

94%

of AI mutations activated

Undo rate

3.1%

of activated changes reverted

Generate. Review. Approve. Repeat.

The Copilot is built into every AuriusCRM workspace from day one. Open the playground to see the inline rewrite (sparkle button) in action.