To add an AI Widget to a module, follow these steps:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings. The Settings page opens.
- Click Module Management > Module Layouts & Fields. The Module Layouts & Fields page opens.
- Enter or select the following information to add an AI Widget:
- Select Module - Select the module from the drop-down where you want to add the AI widget.
- AI Widget - Click the AI Widget tab.
- +Add Widget - Click to add a new AI Widget for the respective module. The Add AI Widget popup window opens.
- Widget Name – Enter a name for the Widget.
- Widget Mode – Choose the desired view mode from the drop-down menu:
- Summary
- List
- Widget Prompt – Choose a prompt from the drop-down menu. The available prompt options will depend on the selected Widget Mode.
- Widget Actions – Define the actions the Widget should perform.
- Save – Click to save the Widget.
The AI Widget will now be available in the record based on the selected module.