AI features

Three AI surfaces ride the CRM’s data (toggle them in Settings → CRM):

Account summaries

On a company page, AI summary writes a 3–5 sentence brief — who they are, the state of the relationship, what’s new, and a suggested next step — from the record’s fields, known contacts, and recent timeline. The summary is cached on the record with its generation date; regenerate any time.

Lead scoring & next best action

Contacts carry a 0–100 score with a one-line rationale and a concrete suggested next step. Scores refresh automatically as new activity lands (at most hourly per contact), or on demand with the Score button.

Outreach drafting

Draft outreach on a contact writes a short, personalized email from the relationship history — no [Name] placeholders, real context. Review and edit the draft, then open it in the mail composer. Nothing is ever sent without you pressing Send.

If the workspace’s AI stack isn’t configured, these buttons report that AI is unavailable; the rest of the CRM is unaffected.