Give your AI agents context with customer documents
Associate important documents with accounts, contacts, deals, and leads. Your AI agents automatically access these documents to provide context-aware insights and answers.
Store Critical Customer Information:
- Account plans - Keep strategic account plans accessible to your team and AI agents
- Commercial proposals - Link proposals directly to deals for quick reference
- Contract documents - Associate contracts with accounts for easy access
- In person meeting notes - Store detailed notes and decisions alongside CRM records
Enhanced AI Context:
Your AI agents now automatically access associated documents alongside CRM data. When you ask "What's our account plan for Acme Corp?" or "What did we propose in the last deal?", the AI can reference both structured CRM fields and your custom documents for complete context.
Navigate to any account, contact, deal, or lead and add documents from the Documents tab. Your AI agents will automatically include these documents when helping you prepare for meetings, draft emails, or answer customer questions.