Ask AI is an integrated AI assistant inside Aesthetix CRM that brings ChatGPT-style capabilities directly into your account—no separate AI subscription required. It’s included with the AI Employee add-on and gives your team unlimited access to the latest OpenAI models (including GPT-5), along with deep integration into your CRM via our MCP Server.
Currently in beta, Ask AI is already a powerful tool for content generation, CRM actions, and future voice-enabled commands.
Once the AI Employee add-on is enabled:
Look for the Ask AI icon in your bottom menu.
Click it to open a slide-out, chat-style interface—similar to ChatGPT.
You can use Ask AI for a wide variety of tasks, including:
Content Generation
Draft emails, write social media posts, generate funnel copy, or create on-brand messages using your saved Brand Voice.
Image Creation
Generate high-quality images directly in the chat by providing descriptive prompts.
Funnel & Campaign Ideas
Quickly brainstorm and build starting points for landing pages, promotions, or workflows.
CRM Data Insights (via MCP Integration)
Summarize contact details by providing an email or phone number.
Get insight into lead source, opportunity status, and potential gaps.
Review past conversation history.
Message Sending
Have AI draft an SMS or email based on previous interactions.
Send directly from the Ask AI chat by specifying the message text (and subject line for emails).
The MCP Server makes Ask AI more than a general-purpose chatbot, it lets you control your CRM by typing commands, and connect select third-party apps for even more capability.
Current capabilities include:
Summarizing contact records.
Drafting and sending messages.
Connecting select third-party apps through MCP connectors (see Third-Party App Connectors below).
Planned capabilities include:
Adding contacts to workflows.
Creating new contacts directly from chat.
Triggering CRM automations without navigating menus.
Beyond your CRM data, Ask AI can connect to select third-party apps through MCP connectors, giving it controlled access to tools in accounts you already use. Connect an app once, choose which of its tools Ask AI is allowed to use, then ask Ask AI to complete tasks that touch that app directly from chat.
The connector catalog is growing and currently includes:
App | What It Enables | Example Use |
|---|---|---|
Clay | Build and enrich lead lists using company and contact data pulled from 100+ sources. | Enrich a newly created lead before your team follows up. |
Lemlist | Manage cold-outreach activity, including lead discovery and multichannel email and LinkedIn sequences. | Add a qualified prospect to the right outbound campaign. |
Airtable | Read, create, and update records across your connected Airtable tables and views. | Log a new record after a patient completes intake. |
Composio | Reach 1,000+ tools through a single connected gateway. | Give Ask AI access to actions across several external systems at once. |
Reap | Repurpose long-form video into shorter clips, with support for captioning, dubbing, and translation. | Turn a recorded webinar into short-form clips for social. |
Open Ask AI.
Go to Customize → Connectors → Manage Connectors.
Find the app you want to use and connect it.
Sign in to the third-party account and authorize the requested access.
Review the available tools and enable only the ones Ask AI should use.
Enable the connector, then start a chat and ask Ask AI to perform a task that uses it.
Grant only the access Ask AI actually needs, and authenticate through each app's own sign-in flow rather than pasting passwords, API keys, or other credentials into the chat. Available tools can change as connectors are updated, so it's worth reviewing your enabled tools from time to time.
A future update will allow voice control via the mobile app, letting you speak to Ask AI instead of typing. Voice commands can be up to 5× faster than typing, and will make it easier to perform CRM actions on the go.
When generating content—whether text or images—Ask AI uses your saved Brand Voice from the Brand Boards feature. This ensures all output is consistent with your practice’s tone, style, and messaging.
All-in-One AI Access – No separate ChatGPT subscription needed for your team.
Deep CRM Integration – Interact with your data, contacts, and workflows directly from chat.
Unlimited Usage – Included with AI Employee, so you can experiment and create without limits.
Consistent Messaging – Every output reflects your brand voice.
