AI assistant Coming
The AI assistant: summaries, drafts and answers, for a person to check
Coming, and not available in ContactRoll yet: there is no date. It is built, and switched off everywhere for now. When it arrives it will be on Plus, and nothing it writes goes anywhere until a person has read it.
What it will do
- Summarize a contact, a company, a deal or a case: what has happened and what is waiting.
- Draft a reply on a case from your organization’s own help articles, naming the articles it used, into the reply box for you to change and send.
- Ask a question on the Reports page, such as “open deals over $5,000 by owner”, and get it as a report or a list view you can read and save. It answers by building the report, never by reading your data on its own.
How it will treat your data
- Read anything the person asking may not see: it reads as them, with their role’s reach.
- Send, change or delete anything by itself.
- Run on an organization that has not switched it on. It will start switched off, and an Owner decides.
Plus will include 500 requests a month. There is no screenshot here yet: the screens exist only on a test system with the AI assistant switched off.
Write to hello@contactroll.com if this matters to your team.