AI Intelligence User 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 how to use AI Intelligence in Sugar. For details on prerequisites, activation, and setup, please refer to the AI Intelligence Administration Guide.

Adding the Account Intelligence Dashlet

Once AI Intelligence is activated in your instance, 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.

Using the Account Intelligence Dashlet

Once the dashlet is added to your dashboard, intelligence is initially generated when you open an account record view. The first generation may take some time. All users who open the account record during the initial generation will receive a notification once it is complete.

Intelligence will automatically regenerate when new data is available. Each time intelligence is regenerated it consumes tokens. Learn more about token usage in the AI Intelligence Administration Guide.

When using AI features in Sugar, always verify important information. AI-generated responses may contain inaccuracies.

Analyzed Data

The dashlet analyzes both stock and custom text fields from the account record, as well as records modified within the last three years from specific related modules:

• Leads
• Cases
• Calls
• Meetings
• Tasks
• Notes
• Opportunties
• Revenue Line Items
• Purchased Line Items
• Quotes
• Emails from both the account record and related contact, opportunity, and case records

Email records often contain the most context-rich text and can lead to more valuable generated intelligence when associated with your accounts.

Dashlet Structure

The dashlet is divided into sections to help you quickly scan the generated intelligence. If there is not enough data to generate a response for a particular section, it will display as "None". The dashlet includes the following sections:

• Summary: A concise summary of key information, communications, and interactions related to the account
• Growth: Insights into how the account has grown and potential areas of future growth
• Sentiment: The perceived sentiment of the account and the reasoning for this perception
• Risks: Identified risks that may impact the health of the account
• Customer Goals: Insight into the customer's goals with your product
• Next Steps: Suggested next steps based on account's current state

Reporting on Account Intelligence

The intelligence generated by the dashlet can be used in custom reports. To filter by or display generated intelligence on a report, select the Accounts > AI Summary related module in the Report Wizard. For more information on creating reports in Sugar, please refer to the Reports guide.