AI and Call Grading

Connect your own AI providers and use them for workflow nodes and AI call grading.

Seedly CRM is provider-agnostic for AI: you connect your own keys and the platform uses whichever provider you configure. AI powers the workflow AI nodes and the AI call-grading feature.

AI Providers

Connect the providers you want under Settings, Integrations. Each is resolved through the same sub-account, brand, and agency credential cascade the other integrations use, in managed or self-service mode.

Provider	Used for
OpenAI	Text generation and classification in workflows; transcription; call grading
Anthropic (Claude)	Text generation and classification in workflows; call grading
AssemblyAI	Call transcription with speaker separation (used for call grading)

You can connect more than one and pick which one a feature uses. AI usage is metered and rebilled per provider, so connecting a second provider does not get billed at the first one's rate.

Sample Integrations screen with OpenAI, Anthropic, and AssemblyAI cards showing Disabled. No provider keys appear in the image.

Where AI Is Used

Workflow AI nodes - call a model from inside a workflow to generate content, classify a reply, extract structured data, or make a decision, then use the result in later steps. See the Automation Overview.
AI call grading - score recorded sales calls and coach your reps (below).
Outside booking assistants - an AI setter you connect over the API can ask what you sell, read your real open times, take the booking, and afterwards look up, move or cancel that one caller's own appointment. It never sees your appointment roster or your customer list. See API and Webhooks.

AI Call Grading and Coaching

Turn recorded calls into rep coaching.

Recorded calls are transcribed with the speakers separated (rep vs. customer)
The transcript is scored against a rubric you configure, with weighted criteria
Each graded call gets a score and coaching notes your team can review
Choose which calls to grade: outbound only, inbound only, or both
Voicemails are never graded, and (to control cost) speaker-separated transcription is routed only to gradeable calls
A per-rep average grade is tracked in the Call Report, and a workflow trigger fires when a call is graded so you can route low scores to a manager or celebrate high ones

Recording settings in a disposable sample workspace with Auto-Transcription on and AI Call Grading selected. The unsaved example shows outbound calls, a 60-second minimum, and the start of the scoring rubric.

Unsaved sample call-grading rubric with five weighted criteria totaling 100. The demo's recording and transcription settings were restored after capture.

The images show a sample configuration before saving. Turn on call recording and Auto-Transcription first, then choose the call direction, minimum length, model, and rubric. The weights must total 100. Configure the required provider keys before you rely on grading.

Call grading lives in the calling settings; see Calling and Voice for the rest of the phone system.

Billing

AI runs on your connected keys, and usage is rebilled like the other metered channels: the provider's cost passes through at the markup you set on the plan. Because billing is per provider, each provider is metered at its own rate.

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Use the handbook and release notes included with your download for version-specific instructions.

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AI Providers

Provider	Used for
OpenAI	Text generation and classification in workflows; transcription; call grading
Anthropic (Claude)	Text generation and classification in workflows; call grading
AssemblyAI	Call transcription with speaker separation (used for call grading)

You can connect more than one and pick which one a feature uses. AI usage is metered and rebilled per provider, so connecting a second provider does not get billed at the first one's rate.

Sample Integrations screen with OpenAI, Anthropic, and AssemblyAI cards showing Disabled. No provider keys appear in the image.

Where AI Is Used

Workflow AI nodes - call a model from inside a workflow to generate content, classify a reply, extract structured data, or make a decision, then use the result in later steps. See the Automation Overview.

AI call grading - score recorded sales calls and coach your reps (below).

Outside booking assistants - an AI setter you connect over the API can ask what you sell, read your real open times, take the booking, and afterwards look up, move or cancel that one caller's own appointment. It never sees your appointment roster or your customer list. See API and Webhooks.

AI Call Grading and Coaching

Turn recorded calls into rep coaching.

Recorded calls are transcribed with the speakers separated (rep vs. customer)

The transcript is scored against a rubric you configure, with weighted criteria

Each graded call gets a score and coaching notes your team can review

Choose which calls to grade: outbound only, inbound only, or both

Voicemails are never graded, and (to control cost) speaker-separated transcription is routed only to gradeable calls

A per-rep average grade is tracked in the Call Report, and a workflow trigger fires when a call is graded so you can route low scores to a manager or celebrate high ones

Recording settings in a disposable sample workspace with Auto-Transcription on and AI Call Grading selected. The unsaved example shows outbound calls, a 60-second minimum, and the start of the scoring rubric.

Unsaved sample call-grading rubric with five weighted criteria totaling 100. The demo's recording and transcription settings were restored after capture.

Call grading lives in the calling settings; see Calling and Voice for the rest of the phone system.