Pepper Cloud AssistAI, now inside Claude
Discover how Pepper Cloud AssistAI connects your CRM with Claude, letting teams search records, summarise conversations, review deals, manage activities, create quotations and more. Learn how to connect AssistAI, use natural-language prompts, manage permissions, and keep CRM data secure.
Bring your CRM records, activities, tickets, and quotations into your Claude conversations — no tab-switching, no copy-paste.
Your CRM holds the details that run your business: who your leads are, which deals are closing, what your customers last asked for. But acting on that data usually means stopping what you're doing, opening the CRM, and hunting for the right record. Pepper Cloud AssistAI changes that. By connecting Pepper Cloud CRM to Claude, you can ask about your records, summarize conversations, and update your pipeline in plain language — right inside the chat you're already in.
What AssistAI can do
Once connected, Claude can work with your live Pepper Cloud CRM data on your behalf. AssistAI lets you:
• Search, list, and view records across leads, contacts, accounts, opportunities and deals, tickets, and quotations.
• Create or update records and activities — notes, tasks, calls, and events — when you provide the details it needs.
• Run counts, totals, and quick summaries, such as pipeline totals or the number of open tickets. When totaling opportunity amounts, AssistAI normalizes currencies for you.
• Surface recent activity on any record — the latest note, the last logged task, and more.
• Create or update Xero quotations and keep them in sync once your Xero account is linked.
• Suggest assignees and list the CRM users and integrations available in your account.
Supported objects and permissions
When you turn on the connector, AssistAI can read, create, and update the objects below using natural-language prompts. Access always respects your existing Pepper Cloud CRM permissions — you only see and change the records your CRM login already allows. AssistAI does not delete records; you retain full control to remove data directly in Pepper Cloud CRM.
✓ = supported — = not available
How it works, in practice
You don't need to learn commands or syntax. Ask naturally, and Claude calls AssistAI when it's relevant:
“Show me my open deals closing this week.”
“Summarize the last conversation with Priya Menon.”
“Create a follow-up task for the Acme renewal.”
Claude confirms with you before making any change — creating or updating a record always happens with your say-so, never behind your back.
Using AssistAI in Claude
Once the connector is set up, using it takes just a few steps:
1. In your Claude chat window, click Search and tools at the bottom-left of the message box.
2. Toggle the Pepper Cloud AssistAI switch on. Claude will now use your CRM context when responding.
3. Type your prompt in plain language and press Enter — for example, “List my open opportunities closing this month.”
4. If your prompt asks Claude to create or update a record, Claude shows you the proposed change and asks you to confirm before anything is written to your CRM.
5. Review the proposed change, then reply Yes to confirm or No to cancel. Once confirmed, Claude writes the change to Pepper Cloud CRM and links you to the updated record.
🖼 IMAGE PLACEHOLDER Toggling Pepper Cloud AssistAI on in the “Search and tools” menu.
🖼 IMAGE PLACEHOLDER Claude asking for confirmation before creating/updating a record, then confirming the change.
Tip: For best results, use the latest Claude model, start small by updating a single record before making bulk changes, and always review Claude's proposed changes before confirming them.
Built on clear rules
AssistAI is designed to be trustworthy with your business data. It works within a few firm boundaries:
• It only uses the data and actions available in your CRM. It won't guess, invent, or fill in information that isn't there.
• It never exposes raw internal IDs or system and debug details.
• If a request needs more information, it asks for the specific fields it needs — a contact name, an amount, a date — rather than assuming.
Data, privacy, and compliance
AssistAI is built to keep you in control of your business data. Here is how the connector handles security, privacy, and compliance:
• Secure, standards-based sign-in. Connecting uses standard OAuth 2.0 authentication. Your Pepper Cloud CRM password is never shared with or stored by Claude, and access can be revoked at any time by disconnecting the connector.
• Your permissions are respected. AssistAI can only access the records and actions your CRM login already permits. Team and Enterprise workspaces add an extra layer: an organization Owner enables the connector before members can connect individually.
• You approve every change. AssistAI reads data freely, but any create or update is shown to you and executed only after you confirm. It cannot delete records.
• Minimal data exposure. The connector shares only the CRM data needed to answer your request and never exposes raw internal IDs or system-level details.
• Governed by Anthropic's terms. Once data is shared with Claude, it is handled under your agreement with Anthropic (consumer or commercial, depending on your plan). Anthropic does not use data shared through the connector to train its models except in limited cases, such as when you choose to provide feedback or opt in. Review Anthropic's terms and Trust Center to understand data retention and processing.
• Compliance and data protection. Your use of Pepper Cloud CRM remains governed by Pepper Cloud's own terms and privacy commitments. Because you decide which records to share and every write is confirmed, you retain the control needed to meet obligations such as GDPR. For regulated or highly sensitive data, review both Pepper Cloud's and Anthropic's terms to confirm the setup fits your compliance needs.
Getting connected
Before you start
• An active Pepper Cloud CRM account.
• A Claude plan that supports connectors: Free (limited to one), Pro, Max, Team, or Enterprise.
• On Team and Enterprise plans, an organization Owner enables the connector for the workspace first; members then connect individually.
Step 1 — Find AssistAI in the Connectors Directory
1. In Claude, click the toolbox icon at the bottom-left of the sidebar (or go to Settings → Customize).
2. Click Connectors, then the “+” at the top-right of the panel.
3. Choose “Browse connectors.”
4. Search for “Pepper Cloud AssistAI,” or browse the CRM & Sales category.
🖼 IMAGE PLACEHOLDER Finding Pepper Cloud AssistAI in the Claude Connectors Directory.
Step 2 — Add and sign in
1. Click Pepper Cloud AssistAI in the results, then click Add (or Connect).
2. You'll be redirected to the Pepper Cloud CRM login page. Sign in with the same credentials you use for the CRM app.
3. Review the permissions AssistAI requests, then approve access.
4. You'll return to Claude, and the connector will show as Connected.
This is a standard OAuth 2.0 sign-in — your CRM password is never shared with or stored by Claude. On Team and Enterprise workspaces, if your Owner has already enabled AssistAI, you'll find it directly under Settings → Connectors instead of the directory; just click Connect.
Step 3 — Use it in a chat
Ask Claude anything that needs your CRM data, and it takes care of the rest. Claude calls AssistAI automatically when relevant and confirms with you before any change.
Disconnecting and troubleshooting
• To disconnect: Settings → Connectors → Pepper Cloud AssistAI → Disconnect.
• If sign-in fails, confirm you can log in to Pepper Cloud CRM directly at your usual CRM URL — the connector re-uses that same login.
• If the connector doesn't respond in a chat, check that it's toggled on in the connector/tools picker for that conversation.
Get started
Pepper Cloud AssistAI turns your CRM into something you can simply talk to. Connect it once, and your records, activities, and quotations are a question away — inside the Claude conversations where your work already happens.
