ArvisAI

Section: Integrations & AI
URL: /admin/arvisai
Page title: - Autentificare

Overview

ArvisAI — built-in AI assistant for the CRM (answers questions, drafts emails, summarises records).

Business value

Built-in AI assistant — answers questions about your CRM data, drafts emails, summarises records, suggests next actions. Brings LLM productivity directly into the workflow.

• Who uses it: Every staff member
• Key benefit: Removes friction on routine knowledge tasks — "what's this client's payment history?" answered conversationally.

Typical use cases:

• "Summarise the last 5 interactions with Acme"
• Draft a follow-up email from the lead context
• Suggest the next-best-action on a stalled opportunity

At a glance

Accessing this module

From the admin sidebar, navigate to ArvisAI, or open the URL directly:

/admin/arvisai

List view

The list view shows existing arvisai records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open ArvisAI from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Audio Transcription

URL: /admin/arvisai/audio_transcription
Permission: arvisai — view or view_transcription (to view); create_transcription (to submit)

Converts uploaded audio files to text using the OpenAI Whisper API, then stores each transcript against the staff member who created it.

How it works:

1. Navigate to ArvisAI → Audio Transcription (/admin/arvisai/audio_transcription).
2. Upload an audio file using the file picker (accepted formats are controlled by the arvisai_audio_transcription_max_size and extension-allow-list settings).
3. The file is passed to the OpenAI API (audioTranscriptionWithAi); the resulting transcript is saved and displayed in the Generated Transcripts list.
4. Any transcript can be deleted via the row delete action (/admin/arvisai/deleteAudioTranscription/{id}).

Typical use cases:

• Transcribe recorded client calls for CRM notes
• Convert meeting recordings into searchable text
• Produce written records from voice memos before logging an interaction

Audio Translation

URL: /admin/arvisai/audio_translation
Permission: arvisai — view or view_translation (to view); create_translation (to submit)

Translates uploaded audio files into English text using the OpenAI API, then stores each translated transcript against the submitting staff member.

How it works:

1. Navigate to ArvisAI → Audio Translation (/admin/arvisai/audio_translation).
2. Upload an audio file (size and extension limits are enforced by arvisai_audio_translation_max_size and the translations extension allow-list).
3. The file is sent to the OpenAI translation endpoint (audioTranslationWithAI); the English output is saved and listed in the Generated Translations table.
4. Any translation can be removed via the delete action (/admin/arvisai/deleteAudioTranslation/{id}).

Typical use cases:

• Translate a client call recorded in a foreign language into English for the CRM record
• Produce English summaries from multilingual voice memos
• Support multilingual teams where recordings arrive in different languages

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/arvisai