AI Assistance is three helpers on the contact page: an AI Follow-up Draft, a Suggested Next Action, and a Relationship Summary. They give you a starting point — they do not send email, create tasks, or change records.
Before you start
- AI Assistance is enabled for your account and an AI provider is configured.
- You have AI usage available for the current period.
Steps
- Step 1: Open a contact.
- Step 2: Choose AI Follow-up Draft to generate suggested wording from the contact, tasks, activity, and transaction context. Edit it so it sounds like you, then send it through your normal email step.
- Step 3: Choose Suggest Next Action for an advisory next step and a suggested task title. Create the task yourself if you want it.
- Step 4: Choose Relationship Summary for a short read on status, recent activity, open follow-ups, and deal context.
Important: Always review and edit AI output before you use it. Treat it as a draft, not a decision.
Important: AI Assistance never sends messages, creates tasks, or changes records on its own.
Common problems
- AI Assistance options are missing or say it is not available.
- AI Assistance may not be enabled for your account, the AI provider may not be configured, or your AI usage for the period may be used up. An owner or admin can check the account plan and settings.