Magic AI in Krayin CRM refers to the use of artificial intelligence (AI) to perform tasks that typically require human intelligence, but in a way that feels seamless, automated, and often “magical” to the end user.
Note: Magic AI is available in the latest version of Krayin CRM. Please ensure your system is updated to access this feature.
Magic AI in Krayin CRM
Businesses can reduce manual work in Krayin CRM by using Magic AI to instantly create leads from uploaded documents.
For example, if you receive an inquiry form or business card as a photo or PDF, you don’t need to type the details manually. Just upload the file, and it will automatically read the information—like name, phone number, and email—and create a lead for you.
Key Benefits of Magic AI in Krayin CRM
- Saves Time
- Accurate Lead Creation
- Works with Files You Already Have
- Reduces Manual Work
- Faster Follow-Ups
- Smart and Easy to Use
Step-by-Step: Configure Magic AI
Go to Dashboard ⇾ Settings ⇾ Configuration ⇾ Magic AI to enter your API key, choose a model from the list, or manually enter another model name if it’s not listed.
To enable Magic AI, you need to enter an API key. You can create this key from OpenRouter by logging in and generating it from the API Keys section.
After logging in, you can search for any AI model and generate its API key—currently, we are using the meta-llama/llama-3.3-70b-instruct:free model for testing, but you’re free to select any model that suits your requirements.
Then go to the API tab, and click on the Create API key button to generate your key for use in Krayin CRM.
Enter any name for your API key and click on the Create button.
Copy the API key from OpenRouter and paste it into the Magic AI Configuration section in Krayin CRM.
In the API Key field, enter your key.
In the Other Model field, enter model name: – “
meta-llama/llama-3.3-70b-instruct:free“.
Then, enable the toggle and click Save Configuration.
In the Leads section, click on Upload File, select your PDF or image that contains lead details, and then click Save to let Magic AI automatically create the lead.
Sample Document
After uploading the file, the newly created lead will appear in the New stage section of the Leads board.
Conclusion
This feature simplifies lead creation by automatically extracting details from PDFs and images, reducing manual work and improving accuracy.
With easy setup and AI-powered efficiency, it helps teams save time and focus on closing more deals.
Hope this is helpful for you. If you have any issues, feel free to raise a ticket at https://webkul.uvdesk.com/en/.