AboutAI chatbot + CRM
ChatDirect, a Tangram HQ Studio Inc. company, is an AI chatbot and a CRM in one tool for small businesses, designed and run in Montréal. The AI agent greets and qualifies your visitors, day and night; the CRM turns every conversation into a contact record, a deal and an activity, all the way to the signature.
Why both, together
A chatbot on its own answers questions, then leaves contact details in an inbox or a spreadsheet. A CRM on its own waits for someone to fill it in. In between, leads get lost. ChatDirect was designed to close that gap: tonight’s conversation becomes tomorrow morning’s contact record, then the afternoon’s deal. It greets them overnight. You close by day.
Our mission
Many small businesses have no customer service in the evening and no team to keep a CRM up to date. We want them to answer every visitor, know who to call back every morning and track their sales, with one tool, one subscription and a setup that fits in one line of code.
At night, the AI agent
It answers from your own content, in English, French or Spanish, asks your qualifying questions and collects contact details at the right moment. Your team can take over the live chat whenever it wants.
Nothing to connect, nothing to retype: the conversation becomes a contact record.
By day, the CRM
Every contact arrives with its conversation, its lead source and a score. Deals and a sales pipeline, activities and reminders, a calendar and your daily list tell you what to do next, on the web and soon in the mobile app.
Fact sheet
| Name | ChatDirect |
|---|---|
| Category | AI chatbot and CRM for small businesses (online software, SaaS) |
| Publisher | Tangram HQ Studio Inc., Montréal, Quebec, Canada: ChatDirect is a Tangram HQ Studio Inc. company |
| What it does | An AI agent answers website visitors and qualifies requests; the built-in CRM tracks contacts, deals and activities to the sale |
| Languages | English, French, Spanish (widget and portal) |
| Hosting | Canada: OVH server in Beauharnois, Supabase database in Montréal |
| AI processing | Message content is sent to the chosen AI provider; Claude Haiku 5.5 (Anthropic) by default; bring your own key (BYOK) for Anthropic, OpenAI, Google or Mistral from the Pro plan |
| Installation | One line of code or Google Tag Manager; no plugin to install |
| Plans | Discovery (14-day free trial, 250 AI messages, no credit card), Starter, Pro, Business, Enterprise; AI agent and CRM in each |
| Not available yet | Automated CRM follow-ups (coming soon, by email only); mobile app in the stores (coming soon); Outlook / Microsoft 365 and Google Calendar sync (coming soon) |
Who builds ChatDirect
ChatDirect is published by Tangram HQ Studio, a digital studio based in Montréal (tangramhq.com). The studio designs, builds and runs the service: the website, the client portal, the AI agent, the CRM and the upcoming mobile app. ChatDirect serves small businesses that welcome their customers in English, French or Spanish, in Canada, the United States, Europe and beyond.
Good to know Support answers through tickets, right from your portal, and every portal page has built-in help.
Accounts, conversations and contacts are stored in Canada: server in Beauharnois, database in Montréal. To generate replies, message content is sent to the AI provider you choose; we say so everywhere, including in our privacy policy.
By default, every reply from the agent is labelled "AI Agent". On our website, what doesn’t exist yet is marked "Coming soon", and what is being tested, "Beta".
Consent before the chat, IP anonymization, zero-cookie mode, adjustable retention, "My data" and "Delete my data" buttons for your visitors: settings to help you meet Quebec’s Law 25 and the GDPR.
One line of code or Google Tag Manager, a guided setup, a portal in English, French or Spanish. No developer, no plugin to install.
No commitment, export your contacts at any time, choose your AI provider with BYOK (Pro plan and up), and a team that can take over any conversation.
How it’s built
ChatDirect runs on a dedicated OVH server in Beauharnois, Quebec, and a Supabase (PostgreSQL) database hosted in Montréal. To generate answers, message content is sent to the chosen AI provider (Anthropic, OpenAI or Google in the United States, Mistral in Europe); to index your documents, their text is sent too. Each account has its own isolated space: settings, knowledge, conversations and CRM. From the Pro plan, the agent can draw on your documents and web pages through semantic search (RAG, pgvector); for indexing, the text of these documents is sent to the AI provider. The same agent answers on your website and, depending on your plan, by email, SMS, WhatsApp and Messenger.
Server and database in Canada. Message content is sent to the AI provider to generate replies.
Encrypted connections (HTTPS), API keys and credentials for your tools encrypted with AES-256, and hashed login passwords.
Each account only sees its own data. ChatDirect support can only see yours in the interface if you grant it support access, limited to 72 hours.
By app (1Password, Authy…) or by email, with backup codes.
Active firewall, automatic blocking of repeated attempts, automatic security updates, antivirus scanning of uploaded files.
The server and the database are monitored automatically, with an alert if anything looks wrong.
AI in the making of ChatDirect
We sell AI, so it’s only fair to say it: we use it too. The software is built with AI coding tools, under the direction and responsibility of Tangram HQ Studio. The content of chatdirect.ca, text and visuals, is produced with the help of AI tools, then reviewed, corrected and approved by a human before publication. The "AI" mark in the footer signals this across the site.
This only concerns how the service and the website are made: your chatbot’s conversations are a different matter. How they are processed is described in our privacy policy.
14-day free trial, CRM included, no credit card, no commitment.