AI Workspace, Lead Summaries, and Scores

Convertly AI provides assistive summaries, scores, and CRM analytics explanations. AI output is advisory and should be checked against the underlying records.

Choose a summary, score, or CRM question—and check the supporting records.

Where to go

Settings → AI for configuration; AI Workspace for questions

What you need

AI enabled for the workspace, module access, and available usage allowance.

Configure AI

Open Settings -> AI with the appropriate workspace permissions to review availability, privacy options, and access. Controls can vary with the version enabled for your workspace.

1. Confirm that AI is available for your workspace.
2. Review the available feature and privacy settings.
3. Check user access and any usage limits shown.
4. Try a question about a record you are allowed to view.

If configuration or usage limits prevent a request, contact your workspace Admin or Convertly support. Never paste API keys or passwords into an AI conversation.

Access

AI access depends on workspace availability, the user’s module permissions, feature access, and usage allowance. An Admin can review the access controls available for the workspace. Role names do not grant AI access by themselves.

AI never expands record visibility. A user can only ask about CRM data available within their role scope.

Lead summaries

A manually generated summary can highlight current context, recent activity, risks, and a suggested next step. Results are cached and can be regenerated.

Lead scores

A manually generated score includes confidence and rationale. Treat it as prioritization assistance rather than an automatic qualification decision.

The Leads page supports bulk summary, score, or combined generation for the selected or all-matching lead set.

AI Workspace

AI Workspace helps answer questions about permitted CRM records and their activity. It is read-only: chat does not create, edit, assign, or delete CRM records, send messages, or run automations. Make changes through the normal CRM controls.

Good questions are specific:

• “Which assigned leads have overdue follow-ups?”
• “Compare won value by source for the last 30 days.”
• “Which owners have the longest first-response times?”

Use a named date range when it matters. Answers should lead with a conclusion, show supporting numbers, and recommend only actions supported by the data.

Threads and activity

AI Workspace supports conversation threads. Recent AI activity appears inside Settings -> AI, including feature, model, status, latency, usage when available, and failure details.

If a conversation is missing or cannot load, confirm that you are in the correct workspace and still have access to its records. Contact support if the problem continues; include the time and visible error, not private conversation content or customer data.

Privacy

Relevant CRM context may be processed by the configured AI provider. Review your workspace privacy settings and applicable data-processing terms before using AI with customer data. Do not enter information that your organization does not permit AI services to process.