AI modelsUSClaude inside your CRM, phone system and chats: it reads whole documents and long client histories, drafts replies and proposals, fills in cards, and a person has the final say.
Claude is a language model made by Anthropic. We build it into the systems your team already uses: the CRM, the phone system, email and messengers. The model reads incoming requests and drafts replies, turns call recordings and letters into short notes in the deal card, fills in contact and order fields, and prepares a first version of a commercial proposal from your price list and the client's request. What sets this connection apart is how much material the model can hold at once: a whole PDF proposal, a year of correspondence with one client or a long call history fits into a single request. The model can also hand your systems a ready-made action, such as creating a task or moving a deal, and it can work through large piles of records in the background when nobody is waiting for an instant answer. A person stays in charge: anything sent to a client goes through a manager or through rules you approved in advance, and every result is marked as a draft, because the model can be wrong.
Before the manager opens the PDF, reads it for an hour, retypes the items and quantities into the CRM and still misses a line.
After the whole document goes into one request, the model pulls the items, quantities, deadlines and delivery address into a fixed set of fields, and the manager compares them with the original in a few minutes and confirms.
Before the manager scrolls through the old thread, does not remember what was promised and answers in general terms.
After the model reads the whole history with this client, from the first letter to the last call note, and drafts a reply that refers to the previous agreements and the products the client already bought; the manager only checks and sends.
Before the manager looks up prices in a spreadsheet, copies a proposal from last year and rewrites it by hand for two hours.
After the model takes the client's request and your current price list, assembles a first version of the proposal with the right items and your standard terms, and the manager reads it, adjusts the details and sends it the same day.
Before the manager promises to send the proposal by Friday, hangs up, gets the next call and forgets to write the task down.
After the note from the call lands in the deal card, and the model proposes a ready action, «create a task: send the proposal by Friday», which the CRM creates within the rules you set, so the promise does not get lost.
Before the base from past years lies untouched because nobody has a week to read it.
After overnight the model works through the whole pile in a batch mode, each lead gets a type, a short summary and a suggested next step, and in the morning the head of sales sees a list of the ones worth calling first.
For those who want to check: each point links to the official documentation page it comes from.
By default Anthropic does not use inputs or outputs from its commercial products, including the platform connection, to train its models, unless the account owner explicitly allows it.
Source: privacy.claude.com ↗ checked 2026-09-27The model's working memory for one request, the context window, holds the conversation history plus the new answer; its size depends on the model and reaches up to a million units of text.
Source: platform.claude.com ↗ checked 2026-09-27Claude answers questions about any text, pictures, charts and tables in the PDF documents you provide; all active models support PDF processing.
Source: platform.claude.com ↗ checked 2026-09-27Tool use: Claude decides when to call a function described by the client based on the request and the function's description, and returns a structured call that the client's application executes.
Source: platform.claude.com ↗ checked 2026-09-27Batch processing: the system creates a batch from the submitted requests and processes it asynchronously, each request independently, for tasks that do not need an instant answer.
Source: platform.claude.com ↗ checked 2026-09-27Claude reads and writes in most world languages that use standard Unicode characters; performance varies by language and is strongest in widely spoken ones.
Source: platform.claude.com ↗ checked 2026-09-27The model can be wrong: a note may miss a detail and an extracted field may be inaccurate, so every result is treated as a draft that a person checks, and messages to clients go out only after a manager's check or by rules approved in advance. Anthropic bills your own account for actual usage, and the amount depends on how much text the model reads and writes; per-minute request limits depend on the account's usage level, and when a limit is reached the service asks to wait, so our connection queues requests and repeats them rather than losing them. Long documents have a ceiling: a dense PDF with many pages of small print or heavy tables can exceed what fits into one request, so such files are split into parts. Background batch processing is meant for tasks that can wait: a batch that is not finished within a day expires, and its results are kept for 29 days. Files uploaded to Anthropic's storage are visible to the whole workspace of your account, not to one user, so sensitive documents are kept in separate workspaces. Anthropic lists Ukraine among the countries it supports access from, with an exception for certain territories named by the vendor. The model guesses the language of the answer from the conversation, so we set the reply language explicitly in the settings.
Three steps from a first message to work on your project.
Describe the task in the form — in text or by voice. Budget and timing are optional.
A developer studies the brief, asks about anything unclear and sends an estimate.
Once scope and price are agreed, the work begins.
or write to info@coreviaflow.space
Describe the task in text or a voice message. We look at your setup and reply with a plan.
Four services people come to us for most often. Each page explains what we do, how the work goes and where to start.
Choose the system, set up the pipeline, migrate data, train the team.
Learn more →Accounting, telephony, website, payments and messengers feed the CRM on their own.
Learn more →Orders, requests and answers around the clock, straight into your CRM.
Learn more →Flows between CRM, email, spreadsheets, payments and AI, on your own server.
Learn more →
↔An AI agent on Claude reads the data in 1С/BAS, answers questions about debts and stock, and prepares documents for the accountant to confirm
See scenarios →↔
An AI agent on Claude reads the whole Gmail thread with its PDF attachments, drafts the next reply in context and leaves it for a person to send
See scenarios →↔
An AI agent on Claude reads the rows of your Google Sheet, sorts requests, fills columns and writes summaries, and a person checks the drafts before they go further
See scenarios →↔
Claude reads PDF attachments on Salesforce records, drafts notes and follow-up emails and sorts incoming leads, and nothing is written back until a person approves it
See scenarios →↔
Mention the assistant in a Slack channel and Claude answers in the thread, reads the attached PDF and prepares draft replies that a person approves with a button
See scenarios →↔
Your Claude agent becomes a private app in your Zapier: zaps hand it text to read and sort, and its structured answer drives the next steps
See scenarios →
AI modelsUSOpenAI models inside your CRM: emails parsed, calls summarised, reply drafts ready for a human to check.
See scenarios →
CRMUAUkrainian CRM that pulls orders from your site, marketplaces and chat apps into one pipeline
See scenarios →
IP telephonyUAIP telephony with ready-made CRM links and one-click calling
See scenarios →
IP telephonyUAIP telephony with ready CRM connections and call alerts at the exact moment you need them
See scenarios →
CRMUADeals, calls and documents move through Bitrix24 on their own, tracked step by step
See scenarios →
CRMEUThe deal-focused CRM: connect it once, and deals, contacts and follow-ups keep themselves in sync
See scenarios →Implementation · Development · Integrations →
Claude API (Anthropic) is a trademark of its owner. CoreviaFlow is not affiliated with it unless stated otherwise. Screenshots are taken from public vendor materials; the source is shown under each one.
