InoWiz Copilot – AI Chat Panel
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The AI Chat Panel in WhatsApp4Dynamics is an integrated, context-aware assistant designed to enhance agent productivity by providing real-time support within the conversation interface.
This feature leverages AI to summarize chats, retrieve contextual information, and answer queries using web-based intelligence — all without leaving the Dynamics 365 environment.
Functionality Overview:
Conversation Summarization: Automatically generates concise summaries of recent conversations, enabling agents to quickly understand the context before responding.
Current Record Summary: Provides a quick, AI-generated summary of the current CRM record (e.g., Lead, Opportunity, Case), giving agents instant context without needing to open additional tabs or navigate the system.
Context-Aware Assistance: Offers intelligent suggestions and insights based on the conversation flow, helping agents craft relevant, informed replies.
Web-Based Question Answering: Allows users to ask general or customer-specific questions, with responses powered by AI and internet-based information retrieval.
