Managing your business processes can sometimes feel overwhelming, especially when juggling multiple tasks and communications. Thankfully, many CRMs now include smart tools powered by AI to help simplify these workflows. Recently, the way these AI tools are organized has been updated to make them easier to find and use.
📌 Why This Matters
Having your AI-powered actions clearly organized means you can quickly choose the right tool for tasks like translating content, summarizing messages, detecting customer intent, or making decisions. This reduces confusion and lets you focus more on running your business and less on figuring out technical details.
✨ What’s New
- AI Actions Category: All AI workflow tasks are now grouped under a single, clearly named category. These include:
- AI Translate: Easily translate content into different languages.
- AI Summarize: Get concise summaries of longer text or messages.
- AI Intent Detection: Understand what your customers want based on their messages.
- AI Decision Maker: Automate simple choices based on your predefined rules.
- Conversation AI Category: Communication-related AI actions are now under their own dedicated category so you can manage customer conversations more effectively.
🛠️ How to Use It
- Step 1: When setting up or editing any workflow in your CRM, look for the “AI Actions” category to find tools for translating, summarizing, detecting customer intent, or making decisions.
- Step 2: For actions related to customer conversations, check under the “Conversation AI” category to find relevant communication tools.
💡 Pro Tip
Taking a moment to understand where your AI tools are located lets you respond faster to customers and improve how you manage your daily business tasks.
