Create a structured board
with owners, milestones, and timelines
Board
AI Assistant
Your AI copilot for work that moves your projects forward
RUQN AI understands your workspace, your data, and your goals. Ask anything, get answers, and take action, all in one place.
Context-aware intelligence
Grounded in your boards, docs, tasks, meetings, and people, so answers are always relevant.
Take action in one click
Create tasks, update projects, draft docs, and move work forward without switching tools.
Enterprise-ready & secure
Your data stays private and protected with enterprise-grade security and permissions.
One platform. Every workflow.
RUQN AI connects the dots across your work so you can focus on what matters.
Projects & tasks
Get updates, create tasks, and manage progress.
Documents
Draft, summarize, and improve with AI.
Meetings
Recaps, action items, and follow-ups, instantly.
Data & insights
Analyze, visualize, and make smarter decisions.
Apps & integrations
Works with the tools you already use.
AI inside your CRM
AI inside your CRM
Open a lead and RUQN AI works with the data that is already there, the fields, the source, the history, so its output is grounded in this deal, not a generic template.
From a single lead you can ask the AI to handle the parts of selling that slow you down, then keep the momentum when you convert it to a deal in the Deals Manager. The same context follows the lead through your pipeline.
Qualify — score and assess a lead against what you already know about it.
Draft an Outreach Email — a first message written from the lead’s real details.
Suggest Next Steps — concrete moves to push the lead forward.
Flag Risks — surface what could stall or lose the deal before it does.
Live today are your Sales Overview dashboards, closed revenue, open pipeline, win rate, average deal size, and more. The Sales Email Workspace (Emails) and deeper Sales Analysis are coming soon. See the full picture on the Sales CRM page.
FAQ
RUQN AI questions, answered
How is RUQN AI different from a regular AI chatbot?
A standard chatbot is a bolt-on that has no idea what you are working on, so every prompt starts from zero and you paste context in by hand. RUQN AI lives inside the same platform as your projects, pipeline, and team, so it already has the context. It can act on your real data, qualify a lead, draft outreach, create tasks, build a board, summarize a board, within your existing permissions, instead of just returning generic text you still have to apply yourself.
What can RUQN AI do inside the CRM?
On a lead, RUQN AI can Qualify it, draft an Outreach Email, suggest Next Steps, and flag Risks, all using the lead’s real fields and source. Because it knows your pipeline, the same context carries through when you convert a lead to a deal in the Deals Manager. The Sales Email Workspace (Emails) and deep Sales Analysis are coming soon; live today are basic Sales Overview dashboards covering closed revenue, open pipeline, win rate, and more.
What can RUQN AI do on boards and tasks?
On a board, RUQN AI can create and update tasks, change status and priority, summarize the whole board, invite people, and extract data from files you upload, including .pdf, .doc, .docx, .csv, .xls, .xlsx, and plain text. It can also build a board or planning canvas from a single sentence, choosing a fitting board type such as Roadmap, Workflow, Sprint Plan, Workshop, Strategy, Org Chart, or General Board.
What is the difference between RUQN AI and the AI Assistant?
RUQN AI is the full chat experience: a place to brief it, build boards and plans, write docs, research online, analyze data, brainstorm, generate images, build a small app, and add context with @. The AI Assistant is the lightweight version, quick contextual help right where you are working, for fast answers and small actions without opening the full chat. They share the same context and permissions; you choose the surface that fits the moment.
Is RUQN AI safe to use on sensitive business data?
RUQN AI is opt-in and permission-aware. It only acts where you invoke it and can only reach what your role already allows, because permissions are enforced on the server, not just hidden in the UI. It works within the same custom and preset roles, role access matrix, audit log, and protected data controls as the rest of RUQN, with SSO on Enterprise. You stay in control of when it runs and what it can touch.
Do I have to use RUQN AI all the time?
No. RUQN AI is fully optional and non-intrusive. Call on it for the heavy lifting, summarizing a board, drafting outreach, building a plan, then get back to work. It is available on every plan, including the Free plan, which has no time limit and needs no credit card, so you can try it on your real workspace before committing.
Put AI to work where it has context
Bring AI into the same place as your projects, pipeline, and team, so it does real work instead of guessing.