You can use the Raynet AI feature if you have the PROFESSIONAL or ENTERPRISE pricing plan. This feature makes working with text easier, for example, in the Note, where it generates a summary or an email draft. For Accounts, it can generate a report that includes information from history, business, activities, and also suggests next steps.
The Raynet AI button can be found in the Note field of all record types, except Price Lists and Products, and in the Account History.
In this article, you will learn about:
Accepting the Raynet AI usage disclaimer
The first time you click the Raynet AI button, a drop-down with an overview of AI options will show up. Selecting any action will display a window with a disclaimer that this feature uses artificial intelligence and the generated content may contain inaccuracies or errors. By accepting the terms, you agree to the AI terms of use, our Data Processing Agreement and Microsoft’s DPA. The system will save your consent and will not ask for it again.
Working with text in the note
The Raynet AI button becomes usable when the Note contains any text. If it is empty, the button is grayed out and inactive.
Clicking the Raynet AI button when the note is filled in will open a list of actions you can choose from. You The following options are available:
- Summary
- Enhance text
- Check 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. The text can be fine-tuned by selecting Tone, Language, and Length. You can then Copy the text, have it read out loud, or Refresh if you are not satisfied with the wording.
Clicking the Add to description... button will save the generated text in the text box above the original note.
Account History summary
To make working with reports related to individual Accounts easier, you can use Raynet AI, which can be found on the Account detail on the History tab. Click on the Raynet AI button to open a drop-down with the following options:
- Summary 360°
- Summary in time
- Business summary
Each summary can be Translated into another language, Copied, Read Out Loud, or Refreshed if you are not happy with the current wording.