Entity AI

Entity AI brings artificial intelligence directly to your records. When viewing a contact, deal, ticket, or candidate, AI provides summaries, suggestions, and related insights to help you work smarter.

Where Entity AI Appears

Entity AI panels appear on detail pages for:

• Contacts — Customer insights, interaction history
• Deals — Pipeline analysis, next steps
• Tickets — Support context, resolution suggestions
• Candidates — Profile summary, hiring recommendations
• Companies — Account overview, opportunity analysis

AI Summary Section

The AI Summary provides an auto-generated overview of the record.

How It Works

1. AI analyzes all data associated with the record
2. Generates a natural language summary
3. Updates automatically when data changes
4. Cached for 24 hours for performance

Example Summaries

Contact Summary:

"John Smith is a key decision maker at Acme Corp. Last contact was 3 days ago via email. Currently evaluating our Enterprise plan. Has attended 2 demos and opened 5 marketing emails."

Deal Summary:

"The Acme Enterprise deal has been in Proposal for 12 days. Value: $50,000 ARR. Two stakeholders engaged. Risk: No activity in 5 days. Recommended action: Schedule follow-up call."

Ticket Summary:

"Support ticket #1234 regarding login issues. Customer has tried standard troubleshooting. Affects 3 users in their organization. Escalation recommended if not resolved in 24 hours."

Refreshing the Summary

To regenerate the summary:

1. Look for the refresh icon in the AI panel
2. Click to trigger a fresh analysis
3. New summary appears within seconds

Suggested Actions

Based on the record's status and history, AI suggests next steps.

Contact Suggestions

• "Schedule a check-in call"
• "Send follow-up email"
• "Add to nurture campaign"
• "Update contact information"

Deal Suggestions

• "Move to next stage"
• "Schedule demo"
• "Add stakeholder"
• "Create proposal"
• "Set reminder for follow-up"

Ticket Suggestions

• "Escalate to engineering"
• "Send resolution summary"
• "Request more information"
• "Close as resolved"

Candidate Suggestions

• "Schedule interview"
• "Request references"
• "Move to next pipeline stage"
• "Send rejection email"

Using Suggested Actions

1. Review the AI's suggestions
2. Click a suggestion to take action
3. The appropriate dialog or form opens
4. Data may be pre-filled based on context

Similar Records

AI identifies records similar to the one you're viewing.

How Similarity Is Calculated

The AI considers:

• Metadata — Industry, size, location
• Behavior — Interaction patterns, engagement
• Status — Stage, priority, category
• Relationships — Shared connections, activities

Example Similar Matches

Viewing a contact at "Acme Corp":

Using Similar Records

Click any similar record to:

• Navigate to that record
• Compare details side-by-side
• Identify patterns or opportunities

Related Knowledge Base Articles

AI surfaces relevant documentation based on the record context.

How Matching Works

• Analyzes record content and metadata
• Searches Knowledge Base for related topics
• Ranks by semantic similarity
• Shows top 3-5 matches

Example Matches

Viewing a candidate for "Sales Manager":

Related Articles:

• Sales Team Interview Questions
• Compensation Guidelines for Sales Roles
• Sales Onboarding Checklist

Accessing Articles

Click any article link to:

• Open the Knowledge Base document
• View in a modal (quick reference)
• Add the article to your reading list

Ask AI Button

Every entity AI panel includes an Ask AI button for follow-up questions.

Example Questions

• "What's the best time to contact this person?"
• "What deals have we closed with similar companies?"
• "Summarize all activity from last month"
• "Who else at this company should we engage?"

Context Awareness

The AI knows which record you're viewing, so you can ask contextual questions without specifying the record name.

Entity AI for Different Record Types

Contacts

AI Summary includes:

• Contact role and influence
• Interaction frequency and recency
• Engagement level (email opens, meeting attendance)
• Relationship health score

Suggestions:

• Re-engagement strategies
• Cross-sell opportunities
• Stakeholder mapping

Deals

AI Summary includes:

• Pipeline stage duration
• Stakeholder engagement
• Risk factors
• Win probability estimate

Suggestions:

• Stage progression actions
• Stakeholder engagement tactics
• Competitive positioning

Candidates

AI Summary includes:

• Skills match percentage
• Experience relevance
• Cultural fit indicators
• Hiring recommendation

Suggestions:

• Interview questions to ask
• Skill gaps to probe
• Reference check focus areas

Tickets

AI Summary includes:

• Issue severity assessment
• Customer sentiment
• Resolution complexity
• SLA risk level

Suggestions:

• Troubleshooting steps
• Escalation recommendations
• Knowledge Base articles to reference

Privacy and Data Usage

How Entity AI Uses Data

• Analyzes data you have permission to view
• Does not access data from other workspaces
• Does not use data for model training
• Respects team and project scoping

Opting Out

If you prefer not to see AI summaries:

1. Go to Settings > AI Configuration
2. Toggle off Proactive Suggestions
3. Entity AI panels will be hidden

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Next Steps

• AI Assistant — Natural language workspace interaction
• AI Insights — Dashboard-level AI recommendations