An AI platform where data, knowledge and agents work together.

Sweet AI combines business data and your organisation’s collective knowledge with configurable AI agents. Analysis, recommendations and automated processes are delivered in Sweet Treat and Sweet Insights – directly in Sweet CRM.

DataCRM, cases, deals, documents
↓
Knowledge & agentsKnowledge Hub + Agent Builder
↓
Analysis & actionInsights, recommendations, automation
↓
Available in Sweet CRM
Sweet TreatSweet Insights
How Sweet AI works

From data to action – in five steps

Business data is combined with your organisation’s knowledge and configurable agents. Each step builds on the previous one – and the result lands where the work happens.

1 · Data
Business data is collected
CRM dataCasesOpportunitiesActivitiesDocumentsEmailNotesExternal systems
↓
2 · Knowledge
Combined with your organisation’s knowledge
Sweet Knowledge Hub
PoliciesContractsProcess descriptionsManualsInternal expertise
↓
3 · Agents
Configurable AI agents interpret and act
Sweet Agent Builder
InstructionsToolsBehaviourSpecialisation
↓
4 · Analysis
Analysis identifies what matters
Patterns & trendsRisksOpportunitiesPrioritiesSummaries
↓
5 · Action
Recommendations and automated processes
in Sweet CRM
Next Best ActionsRecommendationsAutomated processesSweet TreatSweet Insights
The platform’s four parts

Four components that make up Sweet AI

Two parts meet users in their daily work. Two parts control the content and behaviour behind the scenes.

Sweet Treat

End users · intelligent workspace

The intelligent workspace in Sweet CRM. Talk to your data in natural language – analyse customers, cases and deals and get answers, summaries and Next Best Actions.

Go to Sweet Treat →

Sweet Insights

End users · AI analysis

AI-driven analysis and decision support. Identifies risks and opportunities, generates summaries and recommends the next action – not traditional reporting.

Go to Sweet Insights →

Sweet Knowledge Hub

Administration · knowledge base

Your organisation’s collective knowledge – policies, contracts, process descriptions and manuals – used together with business data in analyses and answers.

Read more below →

Sweet Agent Builder

Administration · agents

The tool for creating and configuring AI agents. Connects knowledge, instructions, tools and behaviour into specialised agents for different roles.

Read more below →
Ready-made standard agents

Two agents – ready to use right away

Sweet AI comes with two ready-made standard agents. They are a natural starting point – before you build your own specialised agents in Sweet Agent Builder.

Sweet Sales Agent

Standard · included

Analyses customers, deals and activities and moves the sales process forward with concrete next steps.

  • Next Best Actions
  • Meeting preparation
  • Customer analysis
  • Priorities
  • Sales activity analysis
  • Recommendations

Sweet Customer Service Agent

Standard · included

Understands cases and customer conversations and suggests recommended replies.

  • Case summaries
  • Case prioritisation
  • Customer conversation analysis
  • Recommended replies
Sweet Agent Builder

Build your own AI agents

Examples of agents to build in Sweet Agent Builder for different roles and tasks. Each agent is connected to relevant knowledge, instructions, tools and behaviour – and becomes available in Sweet Treat and Sweet Insights.

KAM agent

In-depth customer analysis, meeting preparation and proactive suggestions for key account managers.

KAM

Compliance agent

Monitors compliance, flags deviations and ensures the right routines and documentation are followed.

Compliance

Back-office agent

Interprets, categorises and structures incoming information into the right record and process.

Back office

Contract agent

Reads and interprets contracts, highlights terms, risks and renewals – and suggests next steps.

Contracts

Specialist agent

A fully custom agent for specific tasks, built on your own guidelines and internal policies.

Custom

How an agent is configured

Choose a role, connect knowledge from Knowledge Hub, enable tools and define behaviour – then the agent becomes available.

Configuration
Sweet Knowledge Hub

Your organisation’s collective knowledge

Sweet Knowledge Hub is the knowledge base where internal knowledge is added and made searchable for the agents. It is used together with business data in the CRM and other systems – so that analyses, recommendations and answers are based on your own expertise, not generic general knowledge.

  • Policies, guidelines and process descriptions
  • Contracts, manuals and documentation
  • Internal expertise and Q&A
  • Indexed and updated centrally – applies immediately in all agents
Sales & pricing
Policies & guidelines · indexed
Contract templates & terms
Contracts · indexed
Onboarding & KYC process
Process description · indexed
Service manual – product
Manual & FAQ · indexed
Explore further

Dive deeper into each part

Sweet Treat and Sweet Insights are what users see. The documentation describes the whole platform in detail.

Sweet Treat

The intelligent workspace in Sweet CRM. Talk to your data in natural language – analyse, instruct and act.

Go to Sweet Treat →

Sweet Insights

AI-driven analysis and decision support. Identifies risks and opportunities and recommends the next action.

Go to Sweet Insights →

Documentation

Step-by-step guides for Sweet Treat, Sweet Insights, Knowledge Hub and Agent Builder – in GitBook.

Open documentation →
About Sweet AI

Swedish CRM platform with built-in AI agents

Sweet AI is an AI platform from the Swedish software company Sweet Systems, which has developed CRM, digital forms and automation since 2006. Sweet AI is built into Sweet CRM and combines business data – customers, cases, deals and documents – with your organisation’s collective knowledge and configurable AI agents. Two agents work out of the box, and you build your own agents in Sweet Agent Builder.

Frequently asked questions

What is a CRM with AI agents?

A CRM where AI agents analyse customer data, summarise cases and suggest next steps right where the work happens. In Sweet CRM, this happens in Sweet Treat and Sweet Insights.

Which AI agents are included in Sweet AI?

Sweet Sales Agent and Sweet Customer Service Agent work out of the box. With Sweet Agent Builder you can build your own agents, for example for key account management, compliance, back office or contracts.

Is the AI based on our own data?

Yes. Analyses and answers are grounded in your business data in the CRM and other systems, and in Sweet Knowledge Hub with your policies, contracts, process descriptions and manuals.

Can the AI agents make changes on their own?

The agents suggest actions, such as a Next Best Action, but you approve each action yourself. Source data is never changed automatically.

How secure is Sweet AI?

Sweet AI works within your organisation’s existing permissions, so information is only available to the right users. Sweet Systems is ISO 27001 certified.

Use Your Data. Create Your Advantage.

See the full Sweet AI platform in action

A walkthrough of how data, knowledge, agents and analysis work together – tailored to your business.