Elly, the AI Assistant That Runs Your CRM When You Ask

Most CRMs show you what needs to be done, then leave you to click through it: create the pipeline, add the stages, import the spreadsheet, tag everyone, set up the service, switch on the reminder. Elly is Convelly's AI, and inside the app it does that part for you. Anything you would do in Convelly by clicking, you can simply ask Elly for, by chatting or speaking, and Elly shows you the result as a proposal before anything is saved. It is the same Elly that answers your customers in the chat; here it works for you and your team.

The same Elly, in the chat and in the app

In your conversations, Elly answers your customers on WhatsApp, Instagram and email, writes as your business rather than under its own name, and books appointments in the chat. Inside the app, the same Elly works for the people who run the business: it builds, imports, updates, reports and explains. In both places it reads the same customers, conversations, deals and bookings. What you tell Elly in the app stays part of its work with you; what it tells your customers comes from your business description, your documents, your services and your calendar. The guide on how Elly's work in the chat and in the app fit together goes into more detail, and the overview of what a copilot inside the CRM actually does puts it in context.

What you can ask Elly to do

The simplest way to describe Elly is with the requests people type on an ordinary day:

• "Create a Win-back pipeline with the stages Contacted, Offer sent, Won, Lost."
• "Import these 40 contacts from this file and tag them VIP."
• "Build an automation that welcomes every new Instagram lead on WhatsApp and follows up after a day if they don't reply."
• "Add a 45-minute Deep Tissue Massage at 80 euros with a 20-euro deposit, and let Elly book it with customers."
• "Which messages did we send most last month?"
• "Invite maria@studio.com to the team."

Behind those sentences sits most of Convelly. Elly finds, adds, updates and tags customers and deals, many at once, moves deals between stages and adds notes. It finds and reads conversations, sends a WhatsApp or Instagram message and adds labels. It sets up services with their booking questions, discount codes, reminders, booking page, limits, staff and rooms, sets working hours and days off, and checks availability. It builds, changes, switches on or off and runs automations, and reports on how they went. It takes care of WhatsApp templates and quick replies, of settings, language and invitations, of connecting WhatsApp or Instagram, and it tells you what is left to set up. And it answers questions about your numbers: conversations, messages, customers, pipeline, automation runs, message usage and follow-ups.

One exception is worth knowing. Elly does not run campaigns. Sending an approved message to many customers at once happens on the campaigns screen, where you see who is left out and why before anything goes out.

The founder of Seabird Marketing describes what that kind of structure changed for his team:

“

We used to lose leads in our own inbox. Now every conversation has a stage, an owner, and a next step.

— Founder, Seabird Marketing

Nothing changes without your approval

Looking things up is instant: ask who has an appointment tomorrow, and Elly answers. Changing things is different. Every change Elly wants to make is shown to you first as a proposal, whether that is one new service or forty imported contacts, and you approve or reject it. For an automation, Elly shows you the whole flow before anything is saved, step by step, so you can read exactly what will happen when a lead goes quiet. The guide on letting AI change your CRM safely with approve, edit and reject explains why this gate is the difference between an assistant you keep using and one you switch off after a week.

Conversations with Elly are saved. If a proposal was almost right, you can change your earlier request and run it again instead of starting from scratch.

Ask for the number instead of building the report

Convelly's dashboard shows how the business is doing over the last 7, 30 or 90 days, or since the beginning, compared with the period before: new conversations, new customers, messages, revenue from won deals, pipeline by stage, conversations per channel and per team member. That covers the standing questions. For everything else, ask Elly: "which stage holds the most money?", "how many automations failed this week?", "which messages did we send most last month?". Elly reports on conversations, messages, customers, the pipeline, automation runs, message usage and follow-ups. Asking your CRM questions instead of building reports shows which questions work best, and running a weekly business review with your copilot turns that into a Monday routine.

Elly remembers your business

Elly remembers facts about your business and your preferences, and you can read and edit that memory at any time, so nothing sits there that you did not want kept. That memory belongs to Elly's work with you in the app; what Elly tells your customers comes from your business description, documents, services and calendar. Giving your AI copilot a long memory explains how this kind of context makes the tenth request shorter than the first.

You can also give Elly files: images, PDFs, Word and Excel documents and spreadsheets. Drop in a price list and ask for the services to be set up from it, or a spreadsheet of customers and ask for them to be imported and tagged. If you would rather talk than type, you can. And Elly answers in the language you write in.

Your setup partner from the first minute

Right after you sign up, Elly opens a conversation and walks you through what is left: your channel, your services, your team, and how Elly should sound with your customers. Before that, Convelly has already read your website and written the description of your business, the rules and the tone Elly follows with your customers, and noted your languages. The whole setup takes about fifteen minutes, and a "Finish setup" card stays on your dashboard until everything is done. If you are bringing a customer list from a spreadsheet, Elly can import and tag it during setup as well.

Use Convelly from Claude or ChatGPT

If you already spend your day in an AI assistant, you do not have to leave it. Convelly can be added to Claude on web, desktop and mobile, to ChatGPT on paid plans, and to developer tools such as Claude Code and Cursor. Connecting takes about a minute: copy Convelly's address into your assistant's settings and sign in with your Convelly account. If the term MCP has come up in your research, connecting external tools to your AI with MCP explains what happens underneath.

A connected assistant can look up customers, conversations, appointments, deals, messages and numbers, add and update customers and deals, send WhatsApp and Instagram messages, add labels and tags, manage follow-ups, write notes and check availability. So a business owner can ask ChatGPT on their phone, "who has an appointment tomorrow and hasn't paid a deposit? Send them a reminder," and it happens in Convelly.

Some things it deliberately cannot do: change automations, services, working hours or pipelines, or delete anything. Those stay in the app and with Elly. Only admins can connect an assistant, every connected assistant is listed with who connected it and when it was last used, and any of them can be disconnected instantly.

Who can use Elly, and what it costs

In the app, Elly works for everyone on the team. A few changes stay with admins: inviting people, creating, changing or deleting a pipeline, and connecting a channel. Elly is part of every plan, and how much it can do each month depends on the AI credits your plan includes; the plans and what each one includes are on the pricing page.