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: Admin Settings (2)

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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 Insights (19)

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