AI Feature Overview

FollowUpCRM

1. 1. Select a company

   

2. 2. Click on Add Comment

   

3. 3. Click on Summarize project with AI

   

4. 4. The AI Feature summarizes your project

   

5. 5. Click on Save

   

6. 6. Click on Companies

   

7. 7. Select a company

   

8. 8. Click on Research with AI

   

9. 9. The AI feature summarizes the company, as well as gives you their website and social media profiles

   

10. 10. Click on a contact

    

11. 11. Click on Research with AI

    

12. 12. The AI feature summarizes your contact, gives their achievements, public mentions, and social media profiles