Account Intelligence Administration Guide
Overview
Sugar's AI powered Account Intelligence feature analyzes your data to generate actionable insights for your accounts, helping you quickly understand an account's history and make informed decisions faster.
This guide explains activate, set up, and manage Account Intelligence in Sugar. For more information on using Account Intelligence and the data it analyzes, please refer to the AI Intelligence User Guide.
Privacy and Security
All data shared with AI models is protected by SugarCRM's trust and security layers.
- Your data is anonymized before it is shared.
- For auditing purposes, your anonymized data is stored for one month and then permanently deleted.
- Your data is never used to train AI models.
To learn more about how we build safe and impactful AI tools, see our SugarCRM's Approach to AI help article.
Prerequisites
Before activating Account Intelligence, your instance must meet the following prerequisites:
- You have purchased the Intelligence add-on.
- The add-on is available to customers using Sugar 14.0 or higher with an Enterprise+, Enterprise, Sell Premier, Sell Advanced, or Serve license.
- To purchase the Intelligence add-on, contact your customer success manager.
- You have SugarIdentity enabled.
- If you are hosted on SugarCloud, your instance is hosted in one of the following regions:
- ap-southeast-2: Asia Pacific (Sydney)
- eu-west-2: Europe (London)
- eu-central-1: Europe (Frankfurt)
- us-west-2: US West (Oregon)
Activating Account Intelligence
Once you have purchased the Intelligence add-on and met the prerequisites, Account Intelligence will be activated automatically if your instance is hosted on SugarCloud. If your instance is on-site, your customer success manager will work with you to activate the needed connections.
Setting Up the Account Intelligence Dashlet
Once activation is completed, the Account Intelligence dashlet is added automatically to the default Account record view intelligence pane and focus drawer dashboards. In the default focus drawer dashboard, the dashlet is added to the bottom of the dashboard, so you may need to scroll down to see it. If you are using a custom dashboard you will need to manually add the dashlet.
Access
Users must have access to the Accounts modules to view and add the AI Summary dashlet. Information in generated intelligence is not restricted by the user's permissions and may include information from fields the user cannot access.
You can prevent a user from viewing all content generated by the Account Intelligence dashlet using Sugar roles. Access to this content is controlled by the SummarizationGai module role permission. When the Access column for this module role permission is set to "Disabled" in an applied user role, Account Intelligence contents will be hidden in the dashlet; AI Summary content will also be hidden.
For more information on role management, see the Role Management guide.
Token Usage
Once the dashlet is added to a user's dashboard, the initial intelligence generation is triggered when they open a record view. Intelligence will automatically regenerate when the record view is opened and there is new data available. Each time intelligence is generated tokens are consumed, the amount used is dependent on the amount of data analyzed.
Using the info icon in the dashlet, administrators and dashboard owners can review the current percentage of tokens used from the monthly instance allowance. Once your instance reaches its monthly token limit, the dashlet will no longer generate new intelligence. The last generated intelligence will still be visible.
The token allowance is refreshed on the first day of every month. To purchase additional tokens, either after reaching your allowance or in advance, contact your Customer Success Manager.