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AI proposals

AuraCRM's job is to draft the admin, not to act for you. Every AI output is a proposal you review, edit if needed, and approve. Nothing is sent, charged, or moved without your click.

From a session to proposals​

After a session is transcribed, AuraCRM runs orchestration in three steps:

  1. Redact — personally identifying details are stripped from the transcript before it is sent to the language model.
  2. Extract — the model reads the redacted transcript and produces structured proposals.
  3. Review & approve — you see each proposal, adjust anything, and approve the ones you want.

The models used are OpenAI's gpt-4o-mini for reasoning and drafting, with whisper-1 for transcription. See Security & privacy for how data is handled.

What it proposes​

A single update can generate up to five kinds of proposal:

  • Engagement stage change — advance the client along the FSM (Discovery → Proposal → Active Engagement → Renewal Review) when the conversation warrants it. See Clients.
  • Follow-up email — a style-matched draft you can edit and send. Approving it sends it via FilesHub email; declining discards it.
  • Professional tasks — action items for you to complete. See Tasks.
  • Client homework — action items for the client, surfaced in their portal once you publish.
  • Overage invoice — when extra hours or scope are detected, a draft invoice is queued for your review. See Invoices.

The human is always in the loop​

  • No email leaves your account until you approve that specific draft.
  • No invoice is created until you approve it.
  • A stage change is applied only when you accept it, and illegal stage jumps are blocked by design.

This is deliberate: AuraCRM speeds up the paperwork while you keep judgement over what actually reaches a client.

Your plan sets how many runs you get​

Each orchestration counts against your monthly AI-run allowance. The free tier includes a small trial allowance; paid tiers raise or remove the cap. See Plans & limits.