CloudTeams › Features › AI in CloudTeams

AI in CloudTeams

AI that reads across sales, staffing and delivery and shows its work.

One key, your account, a spending cap you control.

No per-seat enterprise pricing.

CloudTeams sentiment card for a sample contact showing a Receptive gauge, a summary, reasons that each link to a source, a next best step and risks — Analyze with Claude on a contact. Sample data.

In short

CloudTeams has optional AI features that read your sales, staffing and delivery records and show their work. Analyze with Claude scores how receptive a contact is, with a source for every reason. Ask CloudTeams answers questions from live records. AI Task suggests the one task you would not think of today. AI features send the relevant records to Anthropic or OpenAI, using your own API key, and only read data. Admins choose the model for each feature and set a monthly spending cap that can pause AI. There is also Talk mode voice in Ask CloudTeams, an AI Shortlist of people to contact, and the Max Intelligence revenue and spend report.

One keyAnthropic or OpenAI. Yours, encrypted

Read-onlyAI reads data and never changes it

Your capA monthly cap that can pause AI

Works with AI Task, Analyze with Claude, Ask CloudTeams. Last updated October 11, 2026.

The problem

What gets in the way today.

AI that cannot show its work

A score with no reasons is hard to trust.

AI that acts on its own

You want suggestions, not surprises in your data.

AI with no budget

Usage creeps up and nobody sees it until it is a problem.

What you get

A closer look at AI in CloudTeams.

Analyze with Claude

Know who is ready to buy, with receipts.

One click on a contact's Sentiment card.

Reads notes, tasks, follow-ups, deals, tickets, payments, the activity log and uploaded call transcripts.
Returns a score from 0 to 100, shown like Receptive · 82, with a summary, a confidence level, a next best step and risks.
Every reason links to its source note, task, deal or transcript. A reason with no real source is dropped.
Keeps the plain rules-based score visible next to Claude's reading, and holds Claude's score near it unless real call transcripts back a bigger move.
Shows a trend across runs, such as Down from 86.
If nothing changed since the last run, it answers from the saved result with no new cost.
Ignores instructions hidden inside notes or transcripts.
Results are checked before they are saved, and a failed run keeps your last result on screen.

CloudTeams sentiment card with a Receptive score, summary, reasons with source links, a next best step and risks

Call transcripts

Bring your calls. Check them before they land.

Transcripts are uploaded or pasted. There is no recorder integration.

Add Otter .txt transcripts by upload or paste, up to 40 per contact.
A warning before a transcript is attached to the wrong contact.
Duplicates, oversized, too-short and non-text files are refused.
Add what I know: record budget status, decision-by date and champion.

Call transcripts card listing two transcript files for a sample contact, with a drop area for more .txt files and Paste text and Add .txt links

Ask CloudTeams

Answers from live records.

A chat on every page, opened with ⌘K.

Answers about deals, leads, contacts, talent, projects, timesheets, invoices, payouts, tickets and tasks.
Read-only: it cannot create, change or delete anything.
It respects each person's role.
When AI is off or paused, it answers common questions from fixed rules and says so.
It can draft outreach, pitches and follow-ups from the records.
Talk mode: use the mic or go hands-free, with the browser's own speech as a fallback.

Ask CloudTeams chat panel with suggested questions such as Which deals need attention

AI Task

The one task you would not think of.

One click on the Tasks page.

Suggests the one task you would not think of today.
Names a real person, company, deal or project, with a short reason.
Nothing is saved until you add it, and it keeps an AI star.
AI Shortlist on Leads: the top five people to contact, with why now and a draft.
Max Intelligence: an AI revenue and spend report, with a PDF.

AI Task

One task, not a list
A real record and a reason
You add it or dismiss it
Marked with an AI star
AI Shortlist for Leads
Max Intelligence report

Admin control

One key. A model for each feature.

Admins decide what runs, on whose account.

One key: Anthropic or OpenAI. Encrypted at rest and never shown again.
Chat, Sentiment, AI tasks and transcript summaries each get a model dropdown, limited to supported models.
For Anthropic: Haiku, Sonnet and Opus, with Opus not offered for Sentiment.
Speed and price are shown for each model, and only listed models can be chosen.

Admin → AI

One key, encrypted and never shown again
A model for each feature
Speed and price shown for each model
Anthropic or OpenAI

Admin control

Every call counted. A cap you control.

See what AI costs, and stop it at a limit you set.

Every AI call is counted, including failed attempts that used tokens.
Admin → AI usage shows spend, tokens, cost per question, a month budget with projection, a table by feature and model, the most expensive questions, and CSV export.
Set a monthly cap, with a pause. At the cap the chat answers from fixed rules, Analyze shows AI is paused, and AI task suggestion stops, until the cap is raised or the pause is turned off.
Prepaid credit tracking: enter your credit balance and see an estimate of what is left.
Prompt caching keeps repeat questions cheaper, for the chat and for Sentiment.

Admin → AI usage

Spend, tokens and cost per question
A month budget with a projection
A monthly cap that can pause AI
Export to CSV

Trust and privacy

Read-only AI, on your key.

What AI can and cannot do in CloudTeams.

Read-only AI: it reads data and never creates, changes or deletes anything.
Role-based access: each person sees only what their role allows.
Your key, your account.
Records are sent to your chosen provider only when someone uses an AI feature.
Sources are shown for every Sentiment reason.

Privacy

AI features send the relevant records to Anthropic or OpenAI, using your own API key, and only read data
Sent only when someone uses an AI feature
Optional: everything else works without a key

How it works

Three steps, no fuss.

1
An admin connects a key
Add an Anthropic or OpenAI key once in Admin. It is encrypted and never shown again.
2
Pick models and a cap
Choose a model for each feature, and set a monthly spending cap.
3
Use it where you work
On a contact, on Tasks, or with ⌘K from any page.

See Analyze with Claude How AI is set up and controlled Ask CloudTeams

Guides open in the CloudTeams app and need a sign-in.

Keep exploring

More from CloudTeams.

AI TaskOne suggested task for todayLearn more Analyze with ClaudeKnow who is ready to buy, with receiptsLearn more Ask CloudTeamsChat with your business dataLearn more

FAQ

Questions, answered.

Which AI providers does CloudTeams use?

Anthropic or OpenAI, with your own API key connected by an admin. Admins pick the model for each feature.

Can the AI change my data?

No. AI features only read data. You decide what to save or change.

What gets sent, and where?

AI features send the relevant records, and any call transcripts you added to a contact, to Anthropic or OpenAI using your own API key. Records are sent only when someone uses an AI feature.

Can I limit AI spend?

Yes. Set a monthly cap with a pause. Every AI call is counted, and Admin → AI usage shows spend, tokens and cost by feature and model.

Does Analyze with Claude connect to Otter?

No. You add Otter .txt transcripts by upload or paste, up to 40 per contact.

See it on your own data.

Book a time and we will show you AI in CloudTeams on your own kind of work.