The 360° OS ships AI where work already happens—on lead records, expense forms, invoice imports, and project documents—not as a separate product. Features are powered by Google Gemini and gated at the organization level so administrators control when AI is active for their team.
Why AI is built into the OS
Indian SMEs lose hours re-keying receipts, business cards, and vendor PDFs into CRM and finance modules. Scattered point solutions add cost and break audit trails. The 360° OS keeps extracted data in the same database as invoices, leads, and projects—so approvals, GST fields, and reporting stay consistent.
- One platform: CRM, ERP-style finance, HR, procurement, and delivery share masters and permissions—extracted data stays in the same database as invoices and leads.
- Visible by default: AI actions show an AI badge; when disabled, controls stay visible with guidance to contact your administrator.
- Human review: Extraction and summaries assist operators—finance and compliance outputs still need your team's sign-off.
Every AI feature, by module
Below is the current catalog of org-gated AI capabilities in The 360° OS web and mobile apps. Your administrator enables AI per organization; contact GraminIO support to turn it on during rollout or trial.
Assistant & guidance
Context-aware help across your operating system—not a bolt-on chat window.
360° AI Assistant
In-app copilot for navigation, module help, and operational questions grounded in your permissions.
Module Q&A
Ask how workflows, screens, and settings work inside Finance, CRM, HR, Projects, and more.
GraminIO Landing Assistant
Public demo chat on the360os.com—product guidance before you sign in.
Sales & CRM
Capture leads faster and give reps AI summaries without leaving the pipeline.
Visiting card scan
Photograph a business card; Gemini vision extracts name, company, phone, and email into a new lead.
Lead AI summary
One-click narrative summary of activity, score, and next steps on any lead record.
CRM Copilot
Conversational assistant for lead context, follow-ups, and sales execution inside CRM.
AI-enhanced lead scoring
Combines rule-based scoring with LLM signals for richer qualification insight.
Finance & compliance
Less re-keying from receipts and vendor invoices; smarter GST checks.
Expense receipt scan
Upload JPG, PNG, or PDF receipts—AI extracts vendor, date, amount, and line items into expense forms.
Purchase invoice AI extraction
Import vendor invoices in bulk; export AI-extracted fields to spreadsheet for review and posting.
GST verification
AI-assisted GSTIN validation and verification workflows for Indian compliance.
Projects, tasks & documents
Turn uploaded files into structured project and task data.
Document AI
Analyze contracts, SOWs, and uploads in DMS—summaries, entities, and structured extraction.
Project generator
Generate project structure and milestones from requirement documents.
Task AI
Analyze tasks, suggest subtasks, and estimate effort from natural-language descriptions.
Developer task insights
Skill-fit and complexity signals for engineering task assignment.
Automation & marketing
Draft faster inside workflows you already run.
Email template AI
Generate and refine automation email templates from prompts in the workflow builder.
Social post AI
Draft social captions and posts from briefs inside Marketing Automation.
WhatsApp AI
Intelligent replies and message assistance for WhatsApp business workflows.
How AI is enabled for your organization
AI requires organization-level activation. Until enabled, AI buttons and uploads appear with an AI badge but stay disabled with guidance to contact your administrator.
The platform uses Gemini via server-side APIs—credentials are not exposed to browsers. API routes enforce the same gate so client bypass cannot invoke paid model calls.
Getting started
- Schedule a demo to see receipt scan, visiting card capture, and CRM summary live.
- During onboarding, ask GraminIO to enable AI for your organization.
- Train finance and sales leads on review workflows—AI fills fields; humans approve.
- Expand to document AI and task generation as projects and DMS modules go live.
Explore the full platform on the The 360° OS product page or book a walkthrough of CRM copilot, expense receipt scan, and invoice extraction.
Frequently asked questions
Short answers you can skim, share internally, or feed into briefing docs—paired with FAQ structured data in the page head for search and answer engines.
- Where is AI available in The 360° OS?
- Across CRM (card scan, lead summaries, copilot), finance (receipt and invoice extraction, GST checks), projects and documents (summaries, task generation), and automation (email, social, WhatsApp drafts)—all inside the same operating system.
- How is AI enabled for my organization?
- Administrators turn on AI at the organization level during rollout or trial. Until enabled, AI controls stay visible with an AI badge and a message to contact your administrator.
- Does AI replace accountants or sales managers?
- No. AI fills fields and drafts summaries; your team approves expenses, invoices, and customer-facing actions. Audit trails and GST fields stay in your controlled workflows.
- What powers The 360° OS AI features?
- Google Gemini via server-side APIs—credentials are not exposed to browsers, and routes enforce the same org-level gate as the UI.
Feature availability may vary by module rollout and plan. This guide reflects the product as of June 2026.