AI Insights is now available for quick access on the account details page within 6sense Sales Intelligence. Get concise summaries of account activity, including a 30-day recap, past opportunities, key people, and highlights—all in one on the highlights tab.
CRM integration is required to access AI Insights.
Top Features
Convenient Access: Explore AI-generated summaries directly from the account details page, saving you time and effort.
Enhanced Account Summary: Generate detailed summaries with just a click, providing insights into account activity and engagement trends.
Accessible Everywhere: Whether you’re using the iframe, Chrome extension expanded view or Revenue AI web-app, AI Insights is accessible across platforms for seamless integration into your workflow.
Time-Saving Solution: Say goodbye to manual data gathering. AI Insights empowers sellers to prioritize effectively and make informed decisions with ease.
View AI Insights
Access AI Insights on the account details page to streamline your account management workflow and make data-driven decisions effortlessly.
For Predictive customers, AI Insights includes:
Sales and marketing engagement activities from CRM and MAP
Web activity
Intent data
Past opportunity data
For non-Predictive customers, sales and marketing activities don’t apply as SI doesn’t read those activities at the time of integration.
Configure AI Insights
Access AI Insights settings by navigating to Settings > Sales Intelligence > Generative AI.
From this page you can toggle AI Insights on or off, and determine the visibility settings for your org.
