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AI and Call Grading
Connect your own AI providers and use them for workflow nodes and AI call grading.
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Seedly CRM is provider-agnostic for AI: you connect your own keys and the platform uses whichever provider you configure. AI powers the workflow AI nodes today and the AI call-grading feature, and the same setup is ready for more AI features over time.
AI Providers#
Connect the providers you want under Settings, Integrations. Each is resolved through the same sub-account, brand, and agency credential cascade the other integrations use, in managed or self-service mode.
| Provider | Used for |
|---|---|
| OpenAI | Text generation and classification in workflows; transcription; call grading |
| Anthropic (Claude) | Text generation and classification in workflows; call grading |
| AssemblyAI | Call transcription with speaker separation (used for call grading) |
You can connect more than one and pick which one a feature uses. AI usage is metered and rebilled per provider, so connecting a second provider does not get billed at the first one's rate.
Where AI Is Used#
- Workflow AI nodes - call a model from inside a workflow to generate content, classify a reply, extract structured data, or make a decision, then use the result in later steps. See the Automation Overview.
- AI call grading - score recorded sales calls and coach your reps (below).
AI Call Grading and Coaching#
Turn recorded calls into rep coaching.
- Recorded calls are transcribed with the speakers separated (rep vs. customer)
- The transcript is scored against a rubric you configure, with weighted criteria
- Each graded call gets a score and coaching notes your team can review
- Choose which calls to grade: outbound only, inbound only, or both
- Voicemails are never graded, and (to control cost) speaker-separated transcription is routed only to gradeable calls
- A per-rep average grade is tracked in the Call Report, and a workflow trigger fires when a call is graded so you can route low scores to a manager or celebrate high ones
Call grading lives in the calling settings; see Calling and Voice for the rest of the phone system.
Billing#
AI runs on your connected keys, and usage is rebilled like the other metered channels: the provider's cost passes through at the markup you set on the plan. Because billing is per provider, each provider is metered at its own rate.