You now have the ability to add and use an AI Assistant within your Supered platform!

Update your settings:

• Access: Via the settings page on the ‘Artificial Intelligence’ tab (admin only)

• Selections include: Not enabled (default), Enabled, or Hidden.

• Adjustable: You can always edit your selection later, if needed.

Current capabilities and use cases:

• Rules & Rulesets

  • Browse, search, create, and organize rules that flag or score your CRM records based on field conditions.

• Process Boards

  • Set up and configure process boards that surface records violating your rules.

  • Dig into analytics to see which rules fire most and which owners have the most flagged records.

• Composite Boards

  • Group multiple process boards into a single unified view, and manage which boards are included.

• Action Plans

  • Browse templates, view existing plans, and spin up new plan instances from templates.

• Content & Guides

  • Search your library for documents, guides, and other content.

• CRM Data

  • Explore record types and field metadata for your connected CRM (HubSpot or Salesforce) — useful when building or auditing rules.

• Account Info

  • Check who's logged in, what team you're on, and which CRM connections are active.