InoWiz Copilot – AI Chat Panel

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.