AI Smart Decisions
Let data find you.
A B2B manager's daily reality: decisions made on finance's monthly report or the sales weekly meeting, with stale incomplete data. The sales team: facing a flood of customers and opportunities every day, unsure which to handle first. The SiliMind AI Smart Decisions module changes that — AI analyzes all your business data every day and proactively tells you what to watch, who to follow up with, and which strategy to adjust.
AI Suggestion Center
8 signal types covering every sales scenario
The AI Suggestion Center analyzes all new messages and business data daily, showing 3-5 suggestion cards on the sales home page. Sorted by priority, each card has Accept and Ignore buttons.
The 8 suggestion signal types:
| # | Signal | Description | Trigger |
|---|---|---|---|
| 1 | Dormant customer reactivation | Customers with no interaction for N+ days | Configurable day threshold |
| 2 | Stalled opportunity nudge | Opportunity dwelling too long in one stage | Exceeds the historical average dwell time |
| 3 | High-value opportunity alert | Value above team average and nearing close | Approaching the expected close date |
| 4 | Due task reminder | Tasks due today or overdue | Time-triggered |
| 5 | Un-followed visit | No task created after a visit | No follow-up action within N days |
| 6 | Upcoming visit prep | Visits in the next 7 days | Time-triggered |
| 7 | Hot email detection | AI judged a high-value inquiry | Confidence above threshold |
| 8 | Negative sentiment alert | Negative trend detected in customer communication | Sentiment analysis declining |
Accept means action
Click Accept and the system automatically creates a follow-up task, advances the opportunity stage, or marks the customer for attention. No manual jumping to the relevant module.
ChatBI Smart Q&A
Query data in natural language; charts auto-generated
ChatBI is SiliMind's full-screen AI Q&A interface — like a ChatGPT conversation, but with access to all your CRM business data.
Natural-language queries
No need to learn SQL or understand the database schema. Just ask:
- "Which channel had the highest deal value last month?" → bar chart auto-generated
- "Compare Zhang's and Li's conversion rates this month" → comparison trend lines
- "Which opportunities haven't been touched in 3+ days this week?" → opportunity list
- "What's the average deal size difference between LinkedIn and WhatsApp channels?" → comparison chart
Export-Ready
Query results support one-click CSV/bulk export, ready for weekly meetings or management reports.
Embedded Mode
An AI bubble icon sits in the bottom-right of every page; click to expand the side panel. AI answers based on the current page context — ask data questions on the opportunities page, conversation summaries on the customer detail page.
Management Dashboard
Real-time metrics + AI alerts — decisions no longer run on gut feeling
The management dashboard is the exclusive home page for admins/bosses — completely different from what sales and marketing see.
Core Metrics
Monthly revenue, funnel conversion rates, marketing spend vs. ROI (enter platform/channel/content costs and it auto-computes deal value ÷ spend), total leads and deals. Each card shows month-over-month trends in color.
Team Leaderboard
A bar chart sorted by monthly deal value. Hover shows each rep's opportunity count, average deal size, and conversion rate.
Sales Funnel
Leads → opportunities → quotes → deals, with counts and conversion rates vs. the same period last month.
Channel Performance
A pie chart of lead source share (SEO articles / social / WhatsApp / WeChat / website inquiries / trade shows / referrals) and each channel's lead-to-deal conversion rate.
AI Alerts
Items needing management attention: "3 high-value opportunities untouched for 7+ days", "Lead volume down 20% month-over-month", "A rep's response speed below the team average". AI doesn't wait for managers to ask — it pushes proactively.
Transparent AI Usage
Token consumption, call counts, average latency, and model mix tracked across 8 AI feature categories (suggestion center / contracts / message analysis / visit notes / knowledge base / topics / content creation / ChatBI), so you can see exactly where AI spend goes (costs are self-calculated at each model's pricing).
Opportunity Health Score
Auto-scored across 5 dimensions; risks surface early
Every opportunity gets an automatic 0-100 health score, combining 5 dimensions:
- Contact frequency — recent frequency vs. historical average
- Sentiment trend — is communication getting more positive or negative
- Stage velocity — dwell time in the current stage vs. historical average
- Inbound ratio — customer-initiated vs. rep-initiated contact
- Value weighting — opportunity value vs. the team average
Color Coding
Green (70-100) healthy, yellow (40-69) needs attention, red (0-39) alert. Opportunities below 60 automatically trigger AI opportunity diagnosis — the main issues (customer silence / price objections / competitor mentions, 8 categories), suggested actions, and evidence; stalled opportunities also appear as AI suggestion cards on the sales home page.
AI suggestion signals cover the lead pool, opportunity board, visit management, and customer 360° profiles. ChatBI queries all marketing-acquisition and sales-management data. The management dashboard aggregates every module's metrics and alerts. Opportunity health scores are embedded in opportunity cards and customer profiles.
AI isn't a separate module — it's the intelligence layer running through the entire SiliMind platform.
Put data to work for your team — proactively
AI analyzes your business data daily and pushes decision suggestions proactively.