SmartCS AI™ (Open Beta) and MS Dynamics Integration Updates

July 3, 2024 Release Notes

SmartCS AI™ Beta (Open Beta)

  • Added ARR by Customer Type Prompt Templates to SmartCS AI on the Grid
  • Added ARR by Pulse Prompt Templates to SmartCS AI on the Grid
  • Added Conversational Prompt To The SmartCS AI Response Screen

MS Dynamics Integration

  • Resolved issue with MS Dynamics Data Pushing Issues

Customer Issues / Maintenance

  • Added comment box on revenue page that was cut off at the bottom of the page
  • Adv Reporting Revenue By Product dates were displaying inaccurately with select customers
  • Resolved 1:many - Exclude ‘inactive’ contacts from list
  • NPS Surveys added through the API weren't displaying properly in the UI

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