The CRM offers optional AI helpers, marked with the star icon. They only appear if your administrators have configured an AI provider (your company's own, including one hosted on your premises, or the AI packs offered by the vendor). Without AI, the rest of the CRM works exactly the same.
What the AI receives: only the information you are allowed to see. A deal, ticket or invoice you cannot see is never sent. Email addresses and phone numbers are not sent. Always check what the AI suggests: it can be wrong.
Summarize a record
On an account, contact or opportunity, the AI assistant panel offers Summarize: the situation, deals, latest exchanges, tickets or invoices worth knowing, then a few key points.
Summarize an email thread, prepare a meeting
On an activity:
- an email offers Summarize the thread: what was asked, what was answered, open questions and commitments;
- a meeting or a call offers Prepare the conversation: who you will talk to, where the relationship stands, open deals and points to watch.
Draft an email or a follow-up
On the New email screen and on the review page of a sequence, enter the goal of the email and the tone, then click Draft. The AI fills in the subject and the message in the contact's language (their preferred language if available, otherwise yours). Review and correct before sending: nothing is sent without you.
Deal risk and next action
On an open opportunity, the Deal risk panel shows signals computed without AI:
- deal stalled in its stage, expected close date passed;
- no next step, or next step overdue;
- no recent exchange;
- no contact attached, or no decision maker identified;
- customer tickets on alert (deadline passed or close);
- and, depending on the installed modules, other signals such as account health.
The level (low, medium, high) follows from them. These signals stay visible even without AI. With AI, Advice and next action suggests the most useful action this week, with its reasons.
Extract information
- Signature → contact: on the new contact form, open Fill in from an email signature, paste the signature or business card, then Suggest the fields. Empty fields of the form are filled in and similar contacts or accounts are flagged. Check, then save.
- Meeting notes → tasks: in the AI assistant panel of a record, paste the notes of a meeting or call and click Suggest tasks. Tick the ones to keep, then Create the selected tasks. Nothing is created without your confirmation.
Good to know
- Every use of AI is logged (who, which function, when, consumption), without keeping the exchanged content.
- Predictive lead scoring is described on the leads page.
- A future conversational assistant will be able to search, create an opportunity or log a call for you, always with your rights and after your confirmation.