We have changed how the AI assistant handles CRM questions and requests.
- The assistant no longer looks up CRM contacts, companies, tasks or meetings, and no longer reports on CRM activity, email templates or email campaign results.
- The assistant can no longer create or update CRM companies, contacts or tasks.
- The assistant also no longer reviews automated CRM workflow runs or their errors.
- CRM records are no longer available as a search target when asking the assistant about recent activity history.
All of these remain fully available on the CRM page in your admin area, where you can view, create and edit records as before. Nothing about your CRM data or the CRM page itself has changed.
