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AI Assistant Add-on · Powered by GPT-4o

Meet Mee

A GPT-4o assistant grounded in your live CRM data. Ask questions in plain English and get read-only analysis, insights, and flooring & glass estimates — module-aware for your industry.

Paid add-on · $23 or $74/mo on any plan
Example

See Mee in Action

Illustrative examples of how Mee formats answers. In your account, every reply is generated from your own live CRM data.

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Mee AI Assistant

Illustrative preview • Sample data

What's my business health score?

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📊 **Business Health Report**

**Overall Score: 72/100** 🟢 *(example)*

**Key Metrics:**
• Lead Conversion: 28%
• Task Completion: 85%
• Quotation Conversion: 45%

**⚠️ Alerts (3):**
• 5 leads require immediate follow-up
• 3 overdue tasks need attention
• 2 invoices are past due

- Mee 🤖
Capabilities

What Mee Can Do

Real capabilities, not marketing fluff. Here's exactly what Mee delivers.

Grounded in Your CRM Data

Mee reads your live business data (read-only) — scoped to your tenant.

  • Lead pipeline with values, scores, and follow-up dates
  • Active projects with budgets, progress, and deadlines
  • Task status including overdue and high-priority items
  • Inventory levels with low-stock alerts
  • Invoice status and pending payments
  • Customer analytics and revenue breakdown

Natural Language Queries

Ask questions in plain English over a streaming chat, grounded in your data.

  • "What's my pipeline value?"
  • "Which leads need immediate follow-up?"
  • "Show me overdue tasks"
  • "What's my conversion rate?"
  • "Which customers are most valuable?"
  • "What inventory needs reordering?"

Insights & Suggestions

Analysis and prioritisation suggestions based on your data — you stay in control.

  • Lead follow-up priorities based on value and engagement
  • Task prioritisation based on deadlines and importance
  • Inventory reorder pointers before stockouts
  • Invoice collection priorities for better cash flow
  • Sales opportunity identification
  • Process improvement suggestions

Module-Aware Estimators

Industry-specific helpers for Wooden Flooring and Doors & Windows.

  • Flooring material & cost estimate by area and pattern
  • Wastage allowance built into flooring estimates
  • Glass area calculation for windows and doors
  • Module-aware product and pricing knowledge
  • Quotation and conversion analysis
  • Read-only — Mee analyses, it does not edit your records
Under the Hood

Technical Specifications

AI Model

GPT-4o

Data Access

Your live CRM data

Responses

Streaming chat

Scope

Read-only analysis

Data Isolation

Your tenant only

Module-Aware

Flooring & D&W

Data Access

Complete Business Visibility

Mee reads across your Shally data to analyse and answer — read-only, scoped to your account

Leads
  • Pipeline value
  • Conversion funnel
  • Follow-up dates
  • Lead scores
Projects
  • Active projects
  • Budgets
  • Progress %
  • Deadlines
Tasks
  • Overdue tasks
  • Due today
  • By priority
  • Completion rate
Inventory
  • Stock levels
  • Low stock alerts
  • Product categories
  • Valuation
Invoices
  • Pending payments
  • Overdue invoices
  • Paid amounts
  • Revenue
Customers
  • Total customers
  • Top by value
  • Order history
  • Lifetime value
Calendar
  • Events today
  • This week
  • Meetings
  • Deadlines
Quotations
  • Pending quotes
  • Conversion rate
  • Total value
  • By status
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Ready to add Mee?

Mee is a paid add-on you can attach to any plan — $23/mo (1,000 actions) or $74/mo (10,000 actions). Create your account, then add Mee from Billing › Add-ons.