AI Intelligence Administration Guide

Overview

Sugar's AI powered 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 AI Intelligence in Sugar. For more information on using AI 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.

Prerequisites

Before activating AI Intelligence for your users, your instance must meet the following prerequisites:

• Your Sugar instance is hosted on SugarCloud and is using version 13.0 or higher.
• Your instance must be 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)
• Your instance must have SugarIdentity enabled.
• Your instance has the Sell Advanced, Sell Premier, or Serve license.
• You have purchased the Intelligence add-on. To purchase the Intelligence add-on contact your Customer Success Manager.

Activating AI Intelligence

Once you have met the prerequisites, AI Intelligence will be activated and the connection to the AI server will be established automatically.

Setting Up the AI Intelligence Dashlet

Once activation is completed, the AI 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 with access to the Accounts module can view and add the dashlet. It is important to note that the contents of generated intelligence are not restricted by user permissions and may display information from fields the user does not normally have access to.

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.