Using Worxley AI day to day

Why AI belongs inside the CRM

Most of the time an AI tool saves is lost copying data in and out of it. Inside the CRM, it already knows your leads, deals, accounts and invoices — and it can only see what you're allowed to see. That makes the everyday questions ("which deals are slipping?", "what did we last tell this client?") fast to answer, and the routine work safe to hand off with review built in.

From your first question to your first agent

Start with Copilot, then hand a routine job to an agent once you trust the answers.

1. 01

   Ask Copilot a question

   Open Home and type into Ask Worxley. Ask about your leads, deals, accounts, invoices, forecasts or tasks, and the answers come back as cards you can open.

   Step by step in the Help Center
2. 02

   Let it make changes — with your OK

   Copilot can create records, add notes and set follow-ups for you. Anything that matters — sending an email or WhatsApp message, deleting, bulk changes, issuing an invoice — shows a Confirm this action card first.

   Step by step in the Help Center
3. 03

   Use AI where you already work

   On records you'll find lead briefings, deal and account summaries, Help me write for emails, and Draft with AI — no prompt needed.

4. 04

   Pick a routine job for an agent

   In Configuration → Worxley AI → Agents (in beta), start from a template such as Lead Briefing, Deal Risk Monitor, Customer Health Check or Follow-up Planner, and choose what starts it: a new lead, a stage change, an overdue invoice or a schedule.

   Step by step in the Help Center
5. 05

   Choose its access and try it

   Set whether the agent may only look things up, must ask you before doing anything, or may act on its own. Try it on a real record first — nothing is changed.

   Step by step in the Help Center
6. 06

   Review what it did

   Actions that need your approval wait under Needs you, and every run is recorded step by step, so you can see exactly what the agent did and why.

   Step by step in the Help Center

Where teams go wrong with AI

The tools are easy to start with. These are the habits that make them stick.

• Full autopilot on day one

  Start agents on look-up only or ask-first, and give more freedom once you've seen a few weeks of good runs.

• Nobody reviewing the queue

  Approvals that wait under Needs you are only useful if someone checks them. Make it part of someone's day.

• Vague questions

  "How are we doing?" gets a vague answer. "Which deals over 30 days old haven't had a call this week?" gets a list you can work.

• Not watching usage

  AI uses a monthly pool of credits shared by the whole organization. Check usage early so the agents you rely on don't run short.

Your rollout checklist

Settle these before you turn AI on for the whole team.

What Worxley gives you for this

Worxley AI is built into the CRM — no separate account, no copying data — and it works within the same permissions as the person using it.

Copilot

Ask questions about your data and make changes in plain language, from Home.

AI agents

Routine jobs started by events or schedules, with the access level you choose.

Confirmation before anything important

Sending, deleting, bulk changes and invoices always ask first.

Your own AI tools, too

The MCP connector lets Claude, ChatGPT or any MCP client work with your Worxley data.

FAQ