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AI Actions

The AI action is a Pro feature that lets an automation call an AI model with a prompt and save the response to a contact. Use it to summarize a contact’s activity, draft a personalized note, classify a lead, or generate a value such as a coupon message.

Setup

Section titled “Setup”
  1. Go to Settings then AI.
  2. Add your API key for a supported provider. The key is stored encrypted and is write-only, so it is never shown back to you.

You bring your own provider key, so AI usage is billed by your provider, not by PrimoCRM.

Using it in an automation

Section titled “Using it in an automation”
  1. Add an AI action step to an automation.
  2. Write the prompt. Include smart codes so each contact’s data is merged in, for example Summarize the interests of {{contact.first_name}} based on their recent activity.
  3. Choose the custom field to store the result in.

The result is written to the contact’s chosen custom field, where you can use it later, including as {{contact.meta.KEY}} in an email.

How it runs

Section titled “How it runs”

AI calls happen asynchronously through a background job worker, so the automation does not block waiting on the model:

  • When the AI step runs, the job is queued and the contact advances.
  • When the result returns, PrimoCRM writes it to the contact’s field and continues the flow.
  • Jobs are throttled and retried on transient errors, and respect a rate limit so a large run does not overwhelm your provider.

A worked example

Section titled “A worked example”
  1. Trigger: Tag added lead.
  2. AI action: prompt Write a one-sentence, friendly intro for {{contact.first_name}} at {{contact.meta.company}}; store in the custom field ai_intro.
  3. Send email: use {{contact.meta.ai_intro}} in the opening line.

Each new lead now gets a genuinely personalized first line, generated per contact.