An AI platform where data, knowledge and agents connect.

Sweet AI combines business data and your organisation’s collective knowledge with configurable AI agents. Analysis, recommendations and automated processes are delivered in Sweet Treat and Sweet Insights – directly in Sweet CRM.

How the platform works Read the documentation
DataCRM, cases, deals, documents
↓
Knowledge & agentsKnowledge Hub + Agent Builder
↓
Analysis & actionInsights, recommendations, automation
↓
Available in Sweet CRM
Sweet TreatSweet Insights
How Sweet AI works

From data to action – in five steps

Business data is combined with your organisation’s knowledge and configurable agents. Each step builds on the previous one – and the result lands where the work happens.

1 · Data
Business data is collected
CRM dataCasesSales opportunitiesActivitiesDocumentsEmailNotesExternal systems
↓
2 · Knowledge
Combined with your organisation’s knowledge
Sweet Knowledge Hub
PoliciesContractsProcess descriptionsManualsInternal expertise
↓
3 · Agents
Configurable AI agents interpret and act
Sweet Agent Builder
InstructionsToolsBehaviourSpecialisation
↓
4 · Analysis
Analysis identifies what matters
Patterns & trendsRisksOpportunitiesPrioritiesSummaries
↓
5 · Action
Recommendations and automated processes
in Sweet CRM
Next Best ActionsRecommendationsAutomated processesSweet TreatSweet Insights
The platform’s four parts

Four components that make up Sweet AI

Two parts meet the user in daily work. Two parts control the content and behaviour behind the scenes.

Sweet Treat

End user · intelligent workspace

The intelligent workspace in Sweet CRM. Talk to your data in natural language – analyse customers, cases and deals and get answers, summaries and Next Best Actions.

Go to Sweet Treat →

Sweet Insights

End user · AI analysis

AI-driven analysis and decision support. Identifies risks and opportunities, generates summaries and recommends the next action – not traditional reporting.

Go to Sweet Insights →

Sweet Knowledge Hub

Administration · knowledge base

Your organisation’s collective knowledge – policies, contracts, process descriptions and manuals – used together with business data in analyses and answers.

Read more below →

Sweet Agent Builder

Administration · agents

The tool for creating and configuring AI agents. Connects knowledge, instructions, tools and behaviour into specialised agents for different roles.

Read more below →
Ready-made standard agents

Two agents – ready to use right away

Sweet AI ships with two ready-made standard agents. They are a natural starting point – before you build your own specialised agents in Sweet Agent Builder.

Sweet Sales Agent

Standard · included

Analyses customers, deals and activities and moves the sales process forward with concrete next steps.

  • Next Best Actions
  • Meeting preparation
  • Customer analysis
  • Priorities
  • Sales-work analysis
  • Recommendations

Sweet Customer Service Agent

Standard · included

Understands cases and customer dialogues and suggests recommended replies.

  • Case summaries
  • Case prioritisation
  • Customer-dialogue analysis
  • Recommended replies
Sweet Agent Builder

Build your own AI agents

Examples of agents you can build in Sweet Agent Builder for different roles and tasks. Each agent is connected to relevant knowledge, instructions, tools and behaviour – and becomes available in Sweet Treat and Sweet Insights.

KAM-agent

Deep customer analysis, meeting preparation and proactive suggestions for Key Account Managers.

KAM

Compliance-agent

Monitors compliance, flags deviations and ensures the right routines and documentation are followed.

Compliance

Back-office agent

Interprets, categorises and structures incoming information into the right object and process.

Back office

Contract agent

Reads and interprets contracts, surfaces terms, risks and renewals – and suggests the next step.

Contracts

Specialist agent

A fully custom agent for specific tasks, built on your own guidelines and internal policies.

Custom

How an agent is configured

Choose a role, connect knowledge from the Knowledge Hub, enable tools and define behaviour – then the agent becomes available.

Configuration
Sweet Knowledge Hub

Your organisation’s collective knowledge

Sweet Knowledge Hub is the knowledge base where internal knowledge is added and made searchable for the agents. It is used together with business data in CRM and other systems – so that analyses, recommendations and answers are based on your own expertise, not generic general knowledge.

  • Policies, guidelines and process descriptions
  • Contracts, manuals and documentation
  • Internal expertise and Q&A
  • Indexed and updated centrally – applies instantly across all agents
Sales & pricing
Policies & guidelines · indexed
Contract templates & terms
Contracts · indexed
Onboarding & KYC process
Process description · indexed
Service manual – product
Manual & FAQ · indexed
Explore further

Dive deeper into each part

Sweet Treat and Sweet Insights are what the user meets. The documentation describes the whole platform in detail.

Sweet Treat

The intelligent workspace in Sweet CRM. Talk to your data in natural language – analyse, instruct and act.

Go to Sweet Treat →

Sweet Insights

AI-driven analysis and decision support. Identifies risks and opportunities and recommends the next action.

Go to Sweet Insights →

Documentation

Educational guides for Sweet Treat, Sweet Insights, Knowledge Hub and Agent Builder – in GitBook.

Open documentation →

Use Your Data. Create Your Advantage.

See the whole Sweet AI platform in action

A walkthrough of how data, knowledge, agents and analysis connect – tailored to your business.

Book a demo