AI Assistant - Request a list of records that meet specified criteria

Use the AI Assistant to view list of records that matches the criteria of a request.

The AI Assistant can respond with the requested list or request for more information.
Note: The available functions are based on the permitted security access. You can contact the administrator for modifications in the access rights.
To create a request:
  1. Perform one of these steps in the request box:
    • Specify the request.
    • Click the drop-down arrow to select from a list of provided or saved requests. You can also modify the text to customize the request before submitting.
  2. Click the AI icon to submit the request.
  3. Click the Clear icon to clear the request without submitting.
  4. Respond to any AI Assistant requests for more information or clarification.
  5. Perform these actions from the list response:
    • Click a link to view a specific record.
      Note: This can close the AI Assistant to navigate another view.
    • Use the arrows to navigate through the list.
      • Click the Actions list ellipsis icon and select one of these options:
        1. Generate email
          • Respond to any AI Assistant requests for more information or clarification. See Respond to AI Assistant requests for more information or clarification.
          • Click the action to be performed.
        2. Schedule phone call, meeting, or to-do – opens the Schedule Activity dialog box with any relevant information in the Regarding, Notes, or Associations section. See Scheduling an activity.
        3. Start CRM Workflow: Use the lookup to select the CRM Workflow to start and click OK. See Finding records.
        Note: These options are available for specific lists and record types.
    • Perform a list action. Click any of the list action bubbles. Options include:
      • Save list as group
        1. Respond to AI Assistant requests for more information or clarification. See Respond to AI Assistant requests for more information or clarification.
        2. Click the action to be performed.
          Note: A group can be of two types ad hoc and static. An ad hoc group is a static group consisting of the selected records whereas a dynamic group is based on specified conditions. The records in a dynamic group depends on these conditions.
      • Export list
        1. Click the Export List arrow and select the file format to be used:
          • Excel: The records are exported to Microsoft Excel.
          • Standard CSV: Individual records are separated by a comma.
          • Tab Delimited: Individual records are separated by a tab.
        2. Perform one of these steps:
          • Click the link to download the file after the export is completed.
          • Click Close to close the Export dialog box. When the file is complete you can download the file from these locations:
        Note: These options are available for specific lists and record types.