Use Your Data.
Create Your
Advantage.
Sweet AI turns existing business data into AI agents, automated processes and concrete decision support – directly in the systems already in use.
Trusted by leading organisations
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Use Your Data
The data already exists.
Sweet AI makes it usable.
Business-critical information lives in CRM – customers, cases and deals – but also in documents, contracts, email and notes. Sweet AI brings several data sources into the same context and combines business data with the organisation’s collective knowledge. More relevant sources give better analyses, recommendations and decision support.
Customer understanding
Customer data, cases, deals and activities are brought into one context – a complete picture of every customer and deal.
The company’s collective knowledge
Documents, contracts, policies and guidelines that the AI agents use to understand and act in your environment – added via Sweet Knowledge Hub.
Decisions based on multiple data sources
The more relevant data sources combined, the better the analyses, recommendations and decision support.
From data to business value – the whole flow
Sweet AI is built in layers. What the user meets on top rests on configuration, knowledge and automation beneath the surface – all available directly in Sweet CRM.
Sweet Treat Chat
The chat in your work view. Talk to your data in natural language about customers, cases and deals – analyse, instruct and act.
Sweet Insights AI analysis
Generates summaries, dashboards and reports for cases, companies and priorities.
Sweet Knowledge Hub Knowledge base
Your and the agents’ knowledge base. Add policies, contracts, Q&A, descriptions, processes and manuals – combined with data in CRM and other systems.
Sweet Agent Builder Agents
Build your own AI agents with instructions, tools and behaviour – specialised for different roles and tasks.
Sweet Automation
Builds the tools & actions the AI can use
Insights, recommendations & Next Best Actions – in the flow of work
Everything lands where the user already works. Sweet Treat and Sweet Insights deliver answers, analysis and Next Best Actions directly in Sweet CRM – without switching tools.
Two AI agents – ready to use right away
Sweet AI ships with two ready-made standard agents that deliver concrete business value from day one. They are a natural starting point – and can then be extended and specialised in Sweet Agent Builder.
Sweet Sales Agent
Standard · includedAnalyses customers, deals and activities and moves the sales process forward with concrete next steps – grounded in the business’s data.
- Next Best Actions
- Customer analysis
- Meeting preparation
- Prioritisation of customers & deals
- Sales-work analysis
- Support for sales processes
- Answers from customer data & deals
Sweet Customer Service Agent
Standard · includedUnderstands cases and customer dialogues and suggests recommended replies – so more cases are resolved quickly and correctly.
- Case summaries
- Customer-dialogue analysis
- Recommended replies to customers
- Customer-case prioritisation
- Support for customer-service processes
Sweet Agent Builder
Build your own
AI agents
Examples of agents you can build in Sweet Agent Builder – for KAM, back office, compliance, contract management or other business-specific needs. Knowledge, instructions, tools and behaviour are configured per agent.
KAM-agent
Support for Key Account Managers – deep customer analysis, meeting preparation and proactive suggestions.
KAMContract agent
Reads and interprets contracts, surfaces terms, risks and renewals – and suggests the next step.
ContractsBackofficeagent
Interprets, categorises and structures incoming information into the right object and process.
Back officeCompliance-agent
Monitors compliance, flags deviations and ensures the right routines and documentation are followed.
ComplianceOnboarding-agent
Guides through onboarding and KYC – checks that the right steps and documentation are in place.
OnboardingSpecialist agent
A fully custom agent for specific tasks, built on your own guidelines and internal policies.
CustomFrom data to action
Generates summaries, analyses and reports for cases, companies and priorities. Visual dashboards are combined with AI analysis that identifies patterns, risks and opportunities.
- Summaries and reports per case or company
- Identifies customers with risk or opportunity
- Identifies deals losing momentum
- Ranks priorities based on data
Kundrisker – denna vecka
Your knowledge, in every agent
Sweet Knowledge Hub is the organisation’s and the agents’ knowledge base. Internal knowledge – policies, contracts, Q&A, descriptions, processes and manuals – is added and combined with data in CRM and other systems. Together, the business’s know-how and system data form a shared basis for the AI.
- Upload manuals, guidelines and contracts
- Index and make documents searchable via Sweet Treat
- Organise into collections with metadata and permissions
- Update centrally – applies instantly across all agents
Configure AI agents
Sweet Agent Builder is used to configure specialised AI agents and their tools. Here administrators control behaviour, functions and data access – and decide how information is presented in Sweet Treat and Sweet Insights.
- Create agents for different roles and departments
- Enable or disable tools per agent
- Connect knowledge collections from the Knowledge Hub
- Control how answers and reports are presented
Sweet Treat
AI right in the workflow
Sweet Treat is the intelligent workspace in Sweet CRM. Talk to your data in natural language – analyse, instruct and act. It automatically understands the current context (case, customer, role) and answers based on the business’s data and knowledge.
Talk to your data
Analyse customers, cases and deals in natural language – with answers grounded in the business’s data.
Structured summaries
Get summaries and analyses tied to the current customer or case.
Answers from the knowledge base
Recommendations grounded in Sweet Knowledge Hub – policies, contracts and processes.
Instructions & actions
Instruct the AI and start actions with your own approval – original data is never changed.
| Budget Q2 is tight | Show fast ROI, offer a quarterly licence Finance |
| IT-integration Existing systems | Ready integration since v5.3 Tech |
| Data protection Data handling | Highlight ISO 27001 & GDPR directly Trust |
Next step
Ready to take AI from idea to business value?
Sweet AI is the foundation for the next generation of Sweet – a platform to use the business’s data, build your own agents and automate processes with AI as a natural part of the work.
