sales-i Release Notes

Overview

This page lists enhancements and fixed issues included in the current release of sales-i. For past release notes, please refer to the sales-i Archived Release Notes page.

sales-i 25.1.0.6 (May 14, 2025)

Feature Enhancements

• Improved integration with SugarCRM: Manually created alerts and AI-generated opportunities from sales-i are now surfaced directly in SugarCRM via the Recommendations module.
  • Recommendation record: When integrated to SugarCRM, sales-i alerts and AI-generated opportunities will create a Recommendation record containing important context and the estimated value of the recommendation.
  • Acting on a recommendation: Directly from the recommendation record, you can quickly create an email, call, or task with prefilled information from the associated account record.
  • Tracking recommendations: Once you take action on a recommendation, the status of the record is automatically updated. You can also manually set a recommendation's status as needed.
  • Dismissing recommendations: If a recommendation is not valuable to you, it is easy to dismiss it. Dismissing recommendations can also help improve sales-i's AI-generated opportunties.