What exactly are Folk Assistants?

Folk Assistants are specialized AI agents (Research, Follow-up, Recap, and Workflow) built into the folk CRM to automate tasks like data enrichment, meeting summarization, and email follow-ups.

Do I need a separate subscription for the AI assistants?

No, the AI assistants are included in folk's standard and premium plans, though they operate based on a credit system for tasks like enrichment and magic field population.

Can the Follow-up Assistant read my WhatsApp messages?

Yes, if you sync your WhatsApp with folk, the Follow-up Assistant can analyze those conversations to identify when a contact hasn't replied and help you draft a follow-up.

What are Magic Fields?

Magic Fields are AI-powered CRM columns that use LLMs to automatically fill in data based on other fields, such as summarizing a person's bio or categorizing a lead based on notes.

How does the Research Assistant work?

It performs real-time web scans to find and update company information (like funding, industry, and head count) directly within your CRM profile.

Is there a free trial available?

Yes, folk offers a free trial that allows you to test the AI assistants and enrichment features before committing to a paid plan.

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Personal assistant

Freemium

Folk Assistants

AI assistants for folk CRM that automate lead enrichment, draft contextual follow-ups, and summarize interactions to streamline relationship management.

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Rating

Reviews

Upvotes

3 months ago

Listed

Personal assistant

CRM

Sales Assistant

Email Automation

Lead Enrichment

Lead Generation

Workflow Automation

Tool information

Provider

folk

Platforms

Web

Browser Extension

Languages

English

API Available

Yes

Added to directory

3 months ago

Last updated

about 1 month ago

Rating

Not available

Pricing

Freemium

About Folk Assistants

What the tool does and who it's for

Folk Assistants is a suite of AI-powered agents integrated directly into the folk CRM platform to automate relationship management and outreach. The suite includes specialized assistants: the Research Assistant, which enriches contact profiles with real-time web data; the Follow-up Assistant, which identifies stalled conversations and drafts contextual responses; the Recap Assistant, which generates structured summaries of meetings and notes; and the Workflow Assistant, which automates personalized email sequences. These tools leverage CRM context and live web data to eliminate manual tasks like data entry, prospect research, and lead nurturing, allowing teams to focus on high-value human interactions.

Key capabilities

Research Assistant: Automatically enriches contact profiles with company size, funding, and social links.

Follow-up Assistant: Scans WhatsApp and email threads to detect inactive discussions and suggest next steps.

Recap Assistant: Summarizes long email threads, meetings, and notes into structured briefs (MEDDIC/BANT compatible).

Workflow Assistant: Triggers personalized email outreach based on CRM events like new lead creation.

Magic Fields: Uses AI to auto-populate CRM columns by extracting information from various data sources.

folkX Extension: One-click LinkedIn and Sales Navigator profile capture and instant enrichment.

Contextual Email Drafting: Generates icebreakers and replies using the latest interaction history.

Bulk Enrichment: Run research tasks on entire groups of contacts simultaneously to save hours of manual work.

Pricing

Freemium — plans below

Standard

$24/member/month

AI Assistants & Magic Fields (2,000 credits)
Pipeline management
Email campaigns (2,000 sends)
Contact enrichment (500 credits)
Email, calendar & WhatsApp sync
folkX Chrome extension

Premium

Custom

From $80/member/month

All Premium features
Custom credit limits
Dedicated support & point of contact
Enterprise-grade security
Custom billing

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