How do I edit an existing AI widget?

You can edit an existing AI Widget based on your needs. 

Follow these steps to edit an AI Widget:

1. Log in to your CRM account.
2. Click the User Menu on the top right corner of the CRM screen.
3. Click Settings. The Settings page opens. 
4. Go to Module Management. 
5. Click Module Layouts & Fields. The Module Layouts & Fields page opens. 
6. Select the module from the drop-down for which you want to edit the AI Widget.
7. Click the AI Widget tab. 
8. Click the Edit icon. The Edit Pop-up window opens.
   1. Widget Name – Edit the name for the widget.
   2. Widget Mode – Choose the desired view mode from the drop-down menu.
   3. Widget Prompt – Select a prompt from the drop-down menu.
   4. Widget Actions – Define the actions the widget should perform.
   5. Save – Click to save the changes.

The AI Widget will work according to the updates made.