What's New!

Version 9.0.0.0

Features

• AI-Powered Next Best Action Recommendations: Intelligently suggests the most impactful next step for CRM records based on historical data, activities, and engagement patterns.

• Context-Aware Recommendations Across Entities: Generate real-time recommendations for both out-of-the-box and custom entities such as Leads, Opportunities, Cases, and more.

• Optimal Timing Prediction: Recommends the most effective day and time to perform activities like emails, calls, meetings, and follow-ups based on past engagement patterns.

• Next Best Action Activity Cards: Displays actionable recommendations directly within CRM forms through interactive activity cards with priority indicators, confidence scores, and due dates.

• Daily and Weekly Next Best Action Digest: Provides a consolidated summary of top recommendations across owned records to help users prioritize high-impact tasks.

• Explainable AI-Driven Insights: Provides clear reasoning behind each recommendation, helping users understand what action to take, why it matters, and the expected outcome.

• Confidence Score and Priority Indicators: Each recommendation includes a confidence score and priority level (High, Normal, Low) to help users focus on the most valuable actions first.