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CRM

Folk, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Folk account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Connects with a key
  • 12 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Folk is

folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.

You paste in a key from your own Folk account. It is kept encrypted, and you can withdraw it from inside Folk whenever you like.

How a run works

One message in, the work done in Folk.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Folk. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Folk account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

12 tools it already has

What it can do in Folk

These are the ready-made tools your AI employee already has in Folk. It is not limited to them, but it never has to be taught these.

  • Create CompanyTool to create a new company in the workspace. use after gathering all required company details and ensuring the name is unique.
  • Delete CompanyTool to delete a company from the workspace (irreversible). use after confirming this company should be removed.
  • Delete PersonTool to delete an existing person in the workspace (irreversible). use after confirming this person should be permanently removed.
  • Get CompanyTool to retrieve an existing company by its id. use after authentication has been verified.
  • Get Current Workspace UserTool to get details of the current authenticated workspace user. use after authentication to retrieve the user's profile information.
  • Get PersonTool to retrieve an existing person by their id. use when you need full profile details of a person by their unique identifier.
  • List CompaniesTool to list companies in the workspace. use when you need a paginated overview of companies, optionally filtered.
  • List Group Custom FieldsTool to list custom fields for a specific group and entity type. use after selecting a group and entity type to inspect available custom fields.
  • List GroupsTool to list workspace groups. use when you need to retrieve a paginated list of all workspace groups after authentication.
  • List PeopleTool to list people in the workspace. use when you need to paginate through contacts after authentication.
  • List UsersTool to list workspace users. use when you need to paginate through users list.
  • Update CompanyTool to update an existing company in the workspace. use after confirming the company id; only provided fields are updated and list fields replace existing values.
Access, and who is in charge of it

You stay the boss of your Folk account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Folk account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Folk is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Folk and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Folk

Can an AI employee really work inside Folk?
Yes. It signs in to your own Folk account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Folk?
No. Nothing moves and nothing is replaced. Your records stay in Folk, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Folk account?
You paste in a key from your own Folk account. It is kept encrypted, and you can withdraw it from inside Folk whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Folk?
It has 12 ready-made tools in Folk today, among them Create Company, Delete Company and Delete Person. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Folk and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Folk and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Folk?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Folk is written down with what it did and when.