Documentation

AI Project Analyzer for Perfex CRM

If you have any questions beyond the scope of this help file, feel free to email us at support@maniss.dev.

LIVE DEMO

Click below to test the module

AI Project Analyzer demo

Email: john@example.com
Password: password

Installation

Follow these steps to install the AI Project Analyzer module:

  1. Unzip the downloaded file. You will get ai_project_analyzer.zip and a documentation folder.
  2. Log into your Perfex CRM Admin Dashboard and go to Setup > Modules.
  3. Upload ai_project_analyzer.zip and click Install.
  4. Once installed, click Activate to enable the module.
  5. Open any project, click the new AI Analyzer tab, and start generating analysis.

Credentials

To use this module, you need API keys from supported AI providers. Below are the instructions on how to obtain them.

OpenAI

  1. Go to OpenAI API Keys Page.
  2. Log in with your OpenAI account or sign up.
  3. Click Create new secret key and copy the key. Save it securely as it won’t be shown again.

Gemini (Google AI)

  1. Visit Google AI Studio.
  2. Create a new project if required and generate an API key under "API Keys" tab.

Claude (Anthropic)

  1. Visit Anthropic Console.
  2. Create an account or log in, then go to the "API Keys" section and generate a new key.

Deepseek

  1. Sign up at Deepseek Platform.
  2. Navigate to the developer section and generate a new API key.

Configuration

Once your API keys are ready, configure the module settings under Settings > AI Project Analyzer in the AI Integration section.

AI Provider

Choose your preferred AI provider (e.g., OpenAI, Gemini, Claude, or Deepseek) from the dropdown. This determines which AI service will be used for analysis.

AI Model

Select the AI model from the available options for the chosen provider. For example, for OpenAI, you might select GPT-4.1.

AI Provider API Key

Paste your API key here. Make sure it matches the selected AI provider.

Use Cron Job

Enable this if you want the analysis to be handled via a cron job (delayed execution, useful for bulk or scheduled processing).

Project Analysis per Page

Specify how many project analyses should be displayed per page on the frontend.

Variables Data Limit

Set the number of data items (tasks, milestones, members, activities) to include in each AI prompt. This helps keep prompts focused.

Tone / Style List

Enter a comma-separated list of tones or writing styles the AI should use when generating content. Examples: default, professional, casual, persuasive.

AI Custom Instructions

Provide any special instructions you want the AI to follow when generating the analysis. This is appended to the system prompt.

Features

Multiple AI Provider Support: Select from leading AI providers such as OpenAI, Gemini, Claude, and Deepseek, with additional integrations planned. This flexibility ensures you can choose the provider that best fits your project needs.

Generate AI Analysis: Automatically generate detailed, AI-powered project analyses using real-time project data. This provides valuable insights tailored to your specific context.

Download Analysis: Easily download the generated analysis as a professionally formatted PDF, perfect for reporting, documentation, or sharing with stakeholders.

Send Analysis via Email: Instantly email the generated analysis to clients, team members, or other stakeholders with just one click, saving time and streamlining communication.

Custom Prompt Templates: Create, save, and reuse personalized prompt templates that dynamically incorporate project-specific variables, making it easy to maintain consistency across analyses.

Customizable Tones: Direct the AI to generate content in various tones—such as formal, friendly, professional, or casual—to match your brand voice or audience expectations.

Multi-Language Support: Generate project analyses in any language supported by your chosen AI provider, enabling global accessibility and communication.

Attach Files for Context: Upload relevant documents or files to give the AI additional context, ensuring more accurate, relevant, and comprehensive responses.

Custom Instructions: Fine-tune the AI’s behavior by adding specific instructions that guide how the analysis should be structured or presented.

AI Usage Analytics: Monitor AI usage with detailed analytics, including token consumption, cost estimates, and the specific model used for each request.

Cron Job Processing: Automate and scale large analysis operations with background processing via cron jobs, ideal for handling high-volume or scheduled tasks efficiently.

Staff Permissions: Manage team access with granular permissions that control who can generate, download, send, delete analyses, manage templates, or view usage analytics.

Support

If you have any questions, issues, or suggestions, please contact us at: support@maniss.dev

Changelog

Version 1.0 (12 June, 2025) 

Initial Release