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VUTESA AI

AI Business Assistant

One assistant that knows your CRM, calendar, videos and MySites, takes real actions and asks before it does anything that matters.

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WHAT IT ISAn AI Business Assistant uses AI to help run day-to-day work: summarizing records, drafting messages, scheduling and answering questions. Vutesa does this inside Upward, with live access to your own CRM, meetings, videos and MySites, and a confirm step before consequential actions. Everything it does feeds the Multi-Touchpoint CRM, so the lead or contact record shows the full story.

An assistant that reads before it answers

General chatbots guess. Vutesa opens your records first. She picks the tools a question needs, such as leads, contacts, meetings, availability, email replies, video engagement or MySites, and answers from what they return.

What she can do for you today

The tool list is concrete.

  • Read: whoami, company and member profile, leads, contacts, relationships, team, meetings, availability, activities, email replies, video engagement, support tickets, knowledge
  • Do: create a lead, add a note, update a lead stage, create a tracked link, schedule a meeting, create a support ticket
  • Prepare, then confirm: calendar activities with email or text, and MySite publish, pause, archive, duplicate or delete

How it works

Ask

Type or speak a request in plain words.

She reads

Vutesa opens the records and guides the question needs.

She answers or prepares

A summary, a draft or a prepared action.

You confirm

Consequential steps wait for you.

What's included

Grounded in your data

Answers come from your CRM, calendar and knowledge, not from guesses.

Plan-aware

Free members get 3 full days, then how-to help. Paid plans keep it all.

Auditable

Tool calls are logged for company admins.

Connected

Notes, stages and links land on the right CRM record.

Frequently asked questions

Is Vutesa included on the Free plan?

Free members get the full assistant for the first 3 days after they join. After that Vutesa stays available for technical and how-to questions about using Upward, but personal actions such as reading your CRM or booking meetings need a paid plan. Paid plans keep the full assistant.

Will Vutesa change things without asking?

Not the ones that matter. Calendar activities, email and text drafts, and MySite changes such as publish, pause, archive, duplicate or delete use a prepare step: Vutesa shows you a summary and nothing happens until you confirm. Reading is limited to your own records.

What can Vutesa not do?

She cannot read other members' data, send messages on her own, or change your plan or billing. She does not invent facts about your business: answers come from your CRM, your knowledge articles and your settings, and she says so when she does not know.

Can I use these tools from another AI app?

Yes. Upward publishes an MCP endpoint that signed-in members can connect an MCP-capable AI app to. It uses the same tools Vutesa uses, with the same plan limits, and every call is logged for admins.

How is Vutesa different from a general AI chatbot?

She is wired to your Upward data and actions. A general chatbot cannot see your leads, open times or MySites, and cannot create a tracked link or prepare a calendar activity for you.

Related

Have a question about AI Business Assistant?

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