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AI Feature Notes Analysis

The new feature to let the system create suggestions based on a users notes entry is quite nice. However, it would be much more beneficial if this would be supported within phone call and appointment activities. To use these is much more common than using the Notes option.

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (24)

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New
0

AI Setup Relationship analytics

The planned communication frequency can only be defined on an tenant level and therefore it is the same benchmark for every customer in the system. In real live, I would need to differenciate the planned communication level, e.g. based on customer ABC rating. As well as per role: It is unlikel...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (24)

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Needs Votes
1

To Succesfully Display Custom Relationship Assistant Cards

The idea behind creating custom relationship assistant cards is awesome but if we have a way to display the action card created on selected entity would be appreciated. we have followed this below link and were successful in creating custom cards but failed to display on the dashboard https://...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (24)

STATUS DETAILS
New
13

Ability to work "Email Cards from Exchange" on RA when writing a mail with Japanese

On Relationship Assistant, currently, "Email Cards from Exchange" doesn't work when email is written in Japanese. Even if it's English, "Email Cards from Exchange" works on only [Issue detected], [File requested], and [New lead/upsell oppotunity]. It would be much better if all functions in "E...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (24)

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New
2

Option is "Select All" or batch delete for Insight Cards

Viewing all insight cards and manually "snoozing" or "Deleting" is time consuming. There should be an option to select multiple and delete or snooze.

 

If there is and i'm just not aware, please let me know.

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (24)

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New
1

Exclude emails already responded to

Not sure if this is a bug, but Relationship Assistant keeps serving up emails I have already responded to. The card will have a header of "Email Awaiting Your Response" but when I click it and open it in Outlook I can immediately see "You responded to this on X date". They're generally also qu...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (24)

STATUS DETAILS
New
3

Relationship Assistant is causing an error on the Notes pane

When only Notes appears on the social pane and Relationship Assistant is active it causes the bug No Notes found and the user can't create or view notes. This occurs in custom entities, when relationship assistant is turned off the notes area works.

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (24)

STATUS DETAILS
New
4

Relationship Insights functionality not working properly

We have enabled Relationship Insights preview on our organization and we have noticed that two feature simply do not work in our instance:

  • The Email insights section- it is enabled, deployed, and published but it does not appear in the email view. MS Support has confirmed that the...

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    Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (24)

    STATUS DETAILS
    New
4

Be able to move and manipulate the relationship assistant card

The relationship assistant cards are great! However, it seems as if I have to close, or snooze the cards in order to view the next cards. It would be nice to be able to manipulate the cards for effectively. 

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (24)

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New
3

Relationship assistant Stakeholder should Salesteam member for users

We keep getting prompted to add a User as a stakeholder having been CC'd into an email. If you Add the stakeholder then a new contact gets made with the user's email address. This prompt should be ignored for Users or give the option of adding the user to the sales team rather than as a stakeh...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (24)

STATUS DETAILS
New