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Create with AI

Create with AI converts a plain-language description into suggested values and opens the standard EspoCRM create form.

No record is saved automatically.

Enable it

  1. Open Administration > AI Settings > General.
  2. Add the required entities to AI Create Scopes.
  3. Save.

AI Create Scopes in General AI settings

The action appears in supported entity lists and relationship panels.

Create with AI in a supported entity list

Use it

  1. Click Create with AI.
  2. Describe the record with names, dates, status, and other known details.
  3. Generate and review the suggested values.
  4. Open the normal create form.
  5. Correct or complete the values and click Save.

Create with AI

The user needs AI, AI Create, and create access to the target entity. Required fields and business rules are still enforced by the normal form.