AI declaration: AI tools were used to assist with parts of the code, documentation and graphics of this item. The author directed, reviewed and tested every part before release.

What it does

• Assistant page and a side drawer on every admin page (Ctrl+J / Cmd+J) that knows which record is open
• Home briefing without any AI call: overdue invoices, tickets waiting, tasks due, new and quiet leads
• Approval queue with a field-level before/after view, risk level, edit before approve, reject with a reason, approve a whole plan, bulk approval for low-risk requests and keyboard shortcuts
• Stale-record guard: a change is not applied when the record changed after the request was made
• Two-person rule for high-risk requests
• Opt-in "apply without approval" for individual low-risk tools, only for requests made live in the assistant, always recorded in the audit trail
• Team playbooks: saved requests your team starts with "/" in the chat box
• Answers in each staff member's Perfex language

You need

• Perfex CRM 3.2 or newer (developed against 3.4.1; real-install test pending)
• PHP 8.1 or newer with curl, json, mbstring and openssl
• The Perfex cron job
• An AI provider account (Anthropic, OpenAI, OpenRouter) or a local Ollama server
• Public HTTPS for Claude custom connectors over OAuth