AI Release Notes

Overview

This page lists enhancements and fixed issues included in the current release of SugarCRM's Intelligence add-on AI features, including AI Prediction formerly known as SugarPredict. Case portal users can view more information about a specific issue by clicking on the linked issue number.

For past release notes, please refer to the AI Archived Release Notes page.

AI 25.4.0 (May 29, 2025)

Feature Enhancements

Account Intelligence and AI Summarization

• Updated visual style: The visual style of the Account Intelligence and AI Summarization dashlets has been redesigned to help create a consistent look and feel for all of Sugar's AI features.
• Restrict user access with roles: You can now prevent users from accessing the Account Intelligence and AI Summarization dashlets using the SummarizationGai module role permission.
• Action button for next steps: Take action on suggested next steps directly from the the Account Intelligence and AI Summarization dashlets using the action button. After clicking the button, you can quickly create a related email, call, meeting, note, or task with useful prefilled information.

Account Intelligence

• Improvements to analyzed data: Emails related to multiple account records are now excluded from analyzed data to help ensure generated intelligence contains relevant information.
• Needed Follow-ups section: This new dashlet section identifies suggested follow-up actions based on related meeting, email, and call records.
  • Inline record links: The related record that is identified as needing follow-up is linked directly in the dashlet so you can quickly get the context you need.