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[action] Ask a question on X (a conversation, a KB article, a group of conversations in the analytics ...

I wish to ask a question and get an AI answer without having to read the entire conversation(s). For example: I'm in a conversation and I'm looking for a specific information ("what is this customer saying about X") I'm looking at the analytics ab...
3 months ago in AI / AI insights / AI knowledge 0 Backlog

[granularity] AI summary at the contact and account levels

See a summary of conversations with a specific contact See a summary of conversations with a specific customer/account review all email correspondence with the client account list all references to the word 'transfer pricing' with date, subject he...
4 months ago in AI / AI insights / AI summary 0 Backlog