All Features
AI Built In, Not Bolted On

AI-Native CRM

AI is woven into every layer of Kantos — from MCP access so agents can manage your CRM via chat, to autonomous live chat, smart form classification, AI onboarding, knowledge base RAG, and intelligent data import.

The Problem

Legacy CRMs treat AI as a premium add-on or a chatbot sidebar. They bolt on GPT wrappers without rethinking workflows. Your team still does the same manual work, just with a fancier text box.

The Solution

Kantos is built AI-first. Every workflow — from lead capture to live chat to onboarding — has AI integrated at the core. MCP protocol support means AI agents can read, write, and manage your entire CRM directly. This isn't a wrapper — it's a CRM designed for the AI era.

Key Capabilities

Everything ai-native crm offers out of the box.

  • MCP Server (60+ Tools)

    Full Model Context Protocol server with OAuth 2.0. AI agents like Claude can query records, create objects, update fields, and manage automations directly via your CRM — no custom integration needed.

  • Autonomous Live Chat

    Three AI modes: draft suggestions for human review, auto-reply when confidence is high, or fully autonomous handling with smart escalation triggers for sentiment, keywords, and complexity.

  • AI Onboarding Assistant

    GPT-4o-powered streaming chat guides new admins through complete CRM setup — analyzing uploaded CSVs, proposing object schemas, and executing approved changes with human-in-the-loop approval.

  • Knowledge Base RAG

    Upload PDFs, DOCX, and other documents to vector stores. AI assistants automatically retrieve relevant context for live chat and email responses — source-aware, grounded answers.

  • Smart Classification & Import

    LLM-powered form classification routes ambiguous submissions. Smart import analyzes CSV/Excel columns and proposes field types, naming, and status options automatically.

AI

Use Cases

How teams use ai-native crm

Agent-Managed CRM

Connect Claude, ChatGPT, or any MCP-compatible agent to your Kantos CRM. Ask your AI to "show me all leads from this week" or "create a follow-up task for this deal" — it just works.

24/7 AI Sales Rep

Deploy an AI assistant on your website that qualifies leads, answers questions from your knowledge base, books appointments, and hands off to humans when needed.

Zero-Config Onboarding

Upload your existing data and let the AI assistant propose your entire CRM schema — objects, fields, statuses — then approve and execute in one click.

Technical Details

  • MCP server with JSON-RPC 2.0, OAuth 2.0 (authorization code flow), and scoped API keys (read/write/admin)
  • OpenAI Responses API with function calling for live chat tool use (schedule_call, qualify_lead, book_appointment, update_record, etc.)
  • Confidence scoring and configurable thresholds for auto-reply mode
  • Smart escalation triggers: negative sentiment, keyword detection, low confidence, conversation length
  • Custom AI actions framework: webhook, redirect, collect_info, transfer_to_human
  • AI usage tracking with token counting and cost calculation

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Related Features

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    AI-Native CRM | Kantos CRM