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With Sally, the integrated AI support, you can ask questions about Customers, Turnover and Activities directly in natural language. To a limited extent, Promotions can also be carried out. Structure of the AI Chat 1. Enter question Enter your question or instr...

Supported Promotions Create note Create activity All promotions are only prepared, i.e. the corresponding form is pre-filled with the given data. For security reasons, the actual creation of the promotion must be carried out manually by the user.

The AI only works with released fields in certain areas. This keeps responses faster and clearer. Below you will find the individual areas with the corresponding queryable fields. Area: Customers Customer number Name 1-3 Address data (Street, ZIP code, Cit...