Get valuable AI insights into your customers’ emails and meetings. Use AI to generate summaries of customers’ emails in Outlook and in CRM records, allowing you to quickly review key discussion topics and follow ups. Drill down and find emails where specific topics were discussed. Generate AI insights into Teams meetings including discussion points and follow-ups. Share AI Insights via SugarCRM, enabling team members to catch up on ongoing conversations without having to review entire email threads or attend every meeting.
Overview
Add AI Capabilities to your existing Outlook Integration
Implicit AI Insights is an Outlook add-in designed to co-exist with third-party Outlook integration products. No configuration changes are required. Simply install the add-in on your Microsoft 365 account and empower your CRM users with Implicit AI insights.
AI Insights for your Customers’ Emails in Outlook / CRM Records
- Condense long and complex email threads into concise summaries, eliminating redundant reading and allowing you to focus on the key points, decisions and action items.
- Generate AI Insights for emails related to any CRM record or email conversations in Outlook.
- Key topics linked to corresponding emails where topics were discussed, allowing you to find emails by topics.
- One-line per email concise summary allowing you to review long threads very quickly.
- Share AI Insights via CRM enable team members to catch up on ongoing conversations via the CRM without having to review entire email threads and ensuring everyone is aligned and has access to key points.
AI Insights for your Customers’ Teams Meetings
- Save time reviewing lengthy meeting recordings or notes. Use AI to generate concise meeting summaries, highlighting important discussions topics and decisions.
- Focus on follow-up action items and have AI generate CRM tasks.
- Share via CRM, enabling team members to rely on AI Insights to stay informed without having to attend every meeting
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