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