AI Summarization 1.3.0 is Now Live!

The AI Summarization 1.3.0 release includes the following enhancements and fixed issues:

Feature Enhancements

  • AI-powered record summarization: AI Summarization is now available in Sugar if you have purchased the Intelligence add-on!
  • AI Summary dashlet: The AI Summary dashlet leverages OpenAI to analyze a record's data and generate concise, actionable summaries for your opportunities and cases.
    • Instant big picture: With the AI Summary dashlet, you can review important details and see suggested next steps for your opportunities and cases.
    • Distilled data: The summary is organized into focused sections so you can quickly find the information you need. 
    • Privacy: SugarCRM's trust and security layers anonymize your data before sharing it with OpenAI; your data is never used to train their models.
    • Localization: Summaries can be generated in most languages supported by SugarCRM.

Visit support.sugarcrm.com for AI Summarization documentation and current release notes.