AI analyze
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Can we get the AI analyze option for adding journal entries? With it being able to analyze all lead data including surveys, I'd like it to summarize the overall lead and make a journal entry. Here we can read a brief overview and maybe identify areas we can do better or what we did great.
The same question
I have this feature request submitted to the developers!
I have this feature request submitted to the developers!
We are working on a lot more AI tools. For instance, we are making it possible to prompt in the chat and it create filters and reports for you. Once that is done, we will expand to enabling you to do other tasks in the software or having it operate on leads or having it give you summaries of data.
We are working on a lot more AI tools. For instance, we are making it possible to prompt in the chat and it create filters and reports for you. Once that is done, we will expand to enabling you to do other tasks in the software or having it operate on leads or having it give you summaries of data.
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