Leveraging AI Features for Business Insights
Harness the power of AI to gain competitive advantages:
Smart Prediction
Forecasts based on historical data patterns:
- Sales pipeline prediction
- Customer churn risk analysis
- Lead conversion probability
Intelligent Automation
- Smart email categorization
- Sentiment analysis in customer communications
- Automated data categorization
Conversation Intelligence
- Meeting transcription and analysis
- Key point extraction
- Follow-up suggestion generation
To enable AI features, go to Settings > Advanced Features > AI Configuration. Note that AI features require Business or Enterprise subscription levels.
Related Articles
Getting Started with Our Business Management Platform Content:
Welcome to our comprehensive business management platform! This guide will help you navigate the basics and get your team up and running quickly. First, let's cover the dashboard. Upon logging in, you'll see key metrics including sales performance, ...
Implementing Single Sign-On (SSO)
Simplify access management with SSO implementation: Navigate to Admin > Security > Authentication Enable SSO option Select your identity provider (Okta, Azure AD, Google, etc.) Configure connection parameters: Entity ID ACS URL Certificate details ...
Scheduling Automated Reports
Deliver key insights automatically with scheduled reports: Create and save your report Click "Schedule" from the report view Select frequency (daily, weekly, monthly) Choose delivery time Add recipients (internal users or external emails) Specify ...
Understanding the Customer Management Module
Our Customer Management module helps you track and nurture relationships throughout the customer lifecycle. Key features include: 360° customer view with complete interaction history Automated follow-up sequences Custom fields for industry-specific ...
Connecting with Third-Party Applications
Our platform offers robust integration capabilities with popular business tools: Email Integration Microsoft 365 Gmail Exchange Server Accounting Software QuickBooks Xero Sage Marketing Platforms Mailchimp HubSpot Marketo Document Management Google ...