Fill from website

Adding a client should not mean ten minutes of copying from their website. KretaOS can read the client's own homepage and fill in the details that are still empty on their record.

It happens by itself

When you add a client with a website, or with a name that is itself a web address like "acme.in", KretaOS reads their homepage in the background and fills the blanks within a few moments.

Or press the button

On any client's page, the Research card has Fill from website.

1. Open the client.
2. In Research, press Fill from website. It says "Reading their website…" for a few seconds.
3. KretaOS tells you what it filled, for example "Filled from their website: LinkedIn, City, Logo." If there is nothing to add, it says so.

It uses the website on the record. If there is none, it tries a client name that looks like a web address.

What it can fill

• Website
• LinkedIn (the company page linked from their site)
• City
• Industry
• About (a short description from their site)
• Logo

The rules it follows

• Blanks only. If a detail already has a value, typed by you or anyone else, it is left exactly as it is.
• Their own website only. It reads the client's public homepage. It does not search the web or buy data from anyone.
• Not memory. These are record details, not facts the client told you, so they do not go into client memory.
• Recorded. Every fill is written to your audit log with the fields it changed.

Good to know

• Some sites cannot be read. A site that blocks automated visits, needs a login or is only an image may give nothing back. Fill the details by hand.
• It does not use AI credits. Reading a homepage is a plain fetch, not an AI call.
• Viewers cannot use it, because it changes the record.