For the PROFESSIONAL, ULTIMATE, and ENTERPRISE pricing plans, you can utilize the Raynet AI feature. This feature simplifies working with text, for example in the Description, where it generates a summary or a draft email. For Clients, it can create a report that includes information from History, Sales, Activities, and also suggests next steps.
You can find the Raynet AI button in the Description for all types of records, except for Price Lists and Products, and in the History of the Client. In Activities, AI is available in the Basic tab, where you write questions for discussion and the outcome of the activity.
AI in business cases
In Business Cases you will find AI directly in the Description field. AI is activated when some text is entered in the Description.
Raynet AI will assist you here with summarizing information, preparing the next step, or supplementing text for the Business Case based on already entered information.
AI in activities
In Activities, you will find AI in the Basic tab, where it helps you prepare questions for discussion and summarize the outcome of the activity , for example from a Meeting.
By clicking the Raynet AI button next to a filled question for discussion or the outcome of the meeting, a dropdown menu will appear with actions you can use. You have the following options:
Summary
Enhance text
Czech grammar
Create email
Create reply
Divide into paragraphs
Rewrite into points
Translate to » language selection
Selecting any action will open a window with the first draft of the AI text. You can refine the text by selecting Tone, Language, and Length. You can then Copy, have it Read aloud, or Refresh, if you are not satisfied with its wording.
AI will generate new text, which will automatically appear above the original content in the description – the original will remain unchanged.
Client history summary
To facilitate work with reports regarding individual Clients, you can use Raynet AI, which you will find on the detailed card of the Client in the History tab. By clicking the Raynet AI button, a dropdown will appear with the following options:
Summary 360°
Summary in time
Business Summary
Each summary can be Translated into another language, Copied, Read aloud or Refreshed, if the current wording does not suit you.
Acceptance of the Raynet AI usage statement
Upon first click on the Raynet AI button, a dropdown will open with an overview of AI options. By selecting any action, a dialog box will appear with a warning that this feature uses artificial intelligence and the generated content may contain inaccuracies or errors. By accepting the terms, you agree to the terms of AI usage, our Processing Agreement and Microsoft Processing Agreement. The system will save your consent and will not request it again next time.