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AI & automations
AI & automations
Trussi AI, AI estimates, photo captions, automation rules, segments, and follow-up sequences.
Trussi AI
Trussi AI, the in-app assistant
Concept
What Trussi AI can look up and do inside the CRM, and what it plainly says when it doesn't know something.
Updated Sep 2, 2026
AI estimate
AI estimate
Concept
What AI Estimate builds from your measurements and catalog, and what a person still has to check before it goes to a customer.
Updated Sep 2, 2026
Automations
Automations
Concept
An automation rule watches for something happening in Trussi, or a time you schedule, and then takes one or more actions on your behalf.
Updated Sep 2, 2026
Follow-ups
Lead follow-up tracking
Concept
Lead Follow-Up flags a lead when its assigned project manager has gone quiet on it, and tells your own team, never the customer.
Updated Sep 2, 2026
Usage
Photo captions and usage limits
Concept
How automatic photo captions work, and how Trussi AI's message, attachment, and account-wide usage limits behave.
Updated Sep 2, 2026