Thank you for the new Intelligence extension, it is a much needed official integration.
Reading the official documentation for the Email Composer:
Description and stream history are supposed to be provided to the AI in the context.
I did many tests, but no matter what I do, the AI says it only knows the name and surname of the Lead. It openly says it knows nothing about the description or the Steam of the Lead, and it constantly shows no ability to recall this information to compose the email.
I do have access permission to both the Description and the Steam in the user I am logged in, as such I believe there may be some kind of bug preventing me from using this functionality.
Having the Lead Description and Stream history would be incredibly helptful: in fact it is thanks to this information that the AI would become really useful.
I am available to provide any further information to help pin out the problem.
Warmest Regards,
Jacopo
Reading the official documentation for the Email Composer:
The parent record description and stream history are provided to the AI as context. If the user does not have access to the stream, then the stream history is omitted.
I did many tests, but no matter what I do, the AI says it only knows the name and surname of the Lead. It openly says it knows nothing about the description or the Steam of the Lead, and it constantly shows no ability to recall this information to compose the email.
I do have access permission to both the Description and the Steam in the user I am logged in, as such I believe there may be some kind of bug preventing me from using this functionality.
Having the Lead Description and Stream history would be incredibly helptful: in fact it is thanks to this information that the AI would become really useful.
I am available to provide any further information to help pin out the problem.
Warmest Regards,
Jacopo