Capsule CRM, without opening Capsule CRM.
Parties, opportunities, and the activity logged against them, kept current from chat.
- Free to start
- No card
- Every write waits for you
- Your own account, not a shared login
Ask in your own words.
Nothing to configure and no builder to open. Copy one of these into a thread, swap in your own Capsule CRM details, and Ray takes it from there.
@Ray what is open on the Acme opportunity?
@Ray add a note on the Northwind opportunity from today's call.
@Ray which opportunities have not moved a stage this month?
@Ray set a task to chase the proposal on Friday.
What Ray can and cannot do in Capsule CRM
Reading is free, because reading changes nothing. Everything that writes waits for you. The rest is not on Ray’s list.
25 reads wired, 12 actions that wait for a human.
Runs on its own
What Ray reads in Capsule CRM
- Parties, opportunities, projects, and tasks
- Pipelines, stages, milestones, boards, and lost reasons
- Notes and entries logged against a record
Reading changes nothing, so Ray never stops to ask whether it may look something up.
Asks first, every time
What waits for your approval
- Add a contact, an opportunity, or a project
- Update any of them, or a task
- Add a note, or put someone on an opportunity or project
Ray posts a card showing exactly what it is about to do. Nothing happens until someone clicks approve, and no setting turns that off.
Not on the list
Things Ray is never handed
These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.
- Delete a party, opportunity, project, or task
- Change pipelines, stages, boards, or custom fields
- Run a raw filter query
Exactly what Ray will ask you to approve.
Not a category of permission. These are the Capsule CRM actions Ray can take, each one stopping in the thread with the real content before it happens.
- Add someone to Capsule project
- Add a note in Capsule CRM
- Create a Capsule opportunity
- Add someone to Capsule opportunity
- Add a contact to Capsule CRM
- Create a Capsule project
- Create a Capsule task
- Update a Capsule note
- Update Capsule opportunity
- Update Capsule contact
Add someone to Capsule project
Showing Project id, each carrying the exact content that will land.
How Ray works with Capsule CRM
No workflow to build, and nothing to maintain when the work changes.
- 01
Connect Capsule CRM
One click, right where you asked. Ray posts a connect card, you authorise Capsule CRM with your own account, and the work you asked for picks up where it left off.
- 02
Ask in plain words
In the conversation you were already having. Nothing to build, no trigger to map, no tab to open.
- 03
Approve, and it lands
Reading runs on its own. Anything that creates, sends or spends stops first and shows you the exact content.
Priya
@Ray the checkout bug is back. Take a look in Capsule CRM, and tell Dana it is being looked at.
Add someone to Capsule project
- Waiting on
- your approval
Ray uses Capsule CRM together with the rest of your tools.
One ask can read Capsule CRM, cross-reference what is in these, and land the finished result back in the thread. Not four connectors taking turns, one teammate with one memory.
What does connecting Capsule CRM to Ray actually do?
Ray is an AI teammate that works in your team chat, on Slack today. Connect Capsule CRM and it can do the Capsule CRM part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written.
It is not a workflow builder. There is no trigger to configure and no automation to repair when your process shifts. You describe the outcome in the thread and Ray picks the actions, including actions in your other connected tools when the request spans more than one.
Every person on the team connects their own Capsule CRM account, so Ray can only reach what that person can already reach, and the history in Capsule CRM shows who actually asked.
Security and permissions
- You authorise Capsule CRM on its own login screen. Your password never passes through Ray.
- Writes are gated in the execution path, not by a prompt. There is no setting that grants blanket approval.
- Each workspace is isolated at the database level, and that isolation is tested by trying to break it.
- Disconnect Capsule CRM in a message, or uninstall Ray and every connection it held is revoked.
Capsule CRM and Ray, answered
The questions teams ask before they connect Capsule CRM. Every answer is how this integration is built rather than a promise about it.
More crm & sales integrations
Ray uses them together in a single run when a request spans more than one.
Put Ray to work in Capsule CRM.
Free to start, no credit card, and it asks before it acts.
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