Improved
See AI Context as Soon as You Open a Company Record
Company summaries appear directly in the CRM profile’s Associations panel instead of behind a separate button.
Products:CRM, AI Workforce
What’s New
AI-generated company profile summaries are now visible where your team already reviews associated records.
Why It Matters
Sales and service staff can get useful context before a customer conversation with fewer clicks.
What’s Included
- Company summaries displayed in the right-side Associations panel.
- Direct context from the company’s CRM information.
How to Use It
- Open GREENstick Business App → CRM → Companies.
- Choose a company and review its AI-generated Profile summary in the right-side panel.
Good to Know
The customer-facing release specifies CRM AI Pro for this Business App experience. It does not change your subscription automatically.
Availability
Available Now
Affected Customers
Businesses with CRM AI Pro using company records.
Action Required
No action required to receive this update.
Explore This Update in GREENstick Business App
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