Subscribe to new Sugar News posts
Blog Details
Additional Options
Recent Sugar News
Related
Recommended

Introducing the Intelligence Add-on

Jonathas Meller
2 minute read time

We are thrilled to announce that the Intelligence add-on, a collection of powerful AI features, is now available.

Key Features

The Intelligence add-on includes the following features:

Account Intelligence

AI-generated actionable insights from your account data help you make informed decisions faster, drive growth, and reduce churn.

Account Intelligence Dashlet

Check out our Account Intelligence User Guide to learn more.

AI Summarization

Concise AI-generated summaries of your opportunities and cases empower your sales and support teams to quickly review key details, close deals, and improve customer sentiment.

Opportunity Summary Dashlet

Check out our AI Summarization User Guide to learn more.

AI Prediction*

AI-driven predictions for your opportunities and leads help your sales team identify the leads most likely to convert and the deals most likely to close, boosting productivity and driving better outcomes across the pipeline.

Leads Conversion Prediction

* AI Prediction is not available to Enterprise and Enterprise+ customers.

Sentiment Analysis

Both Account Intelligence and AI Summarization help identify real-time customer sentiment. With Case Summarization, where sentiment is a critical insight, you can surface the sentiment identified by the AI summary as a record field.

AI Stentiment

Translation

Generated account intelligence and AI summaries can be translated into any of SugarCRM's supported languages and will be displayed in your selected primary language.

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.

Check out SugarCRM's Approach to AI to learn more about how we build safe and impactful AI tools.

Availability

The Intelligence add-on has specific license and instance requirements. Check out our administration guides to learn more:

Want to learn more?

Still have questions?

Don’t hesitate to reach out to our sales team to learn how your business can start working faster and smarter with Sugar’s powerful AI features.

Parents Comment Children
  • in reply to Tony Romano

    Hi Tony,

    Thank you for your message. Just to be clear about how the token usage works, we are not charging the same token usage for different users. We are caching outputs so that as different users engage the GAI-derived summaries, they will see the same summary if a user already viewed the summary. And will only be charged once from a token/data perspective.
    Please let me know if you have more questions.