Entities AI Assistant
With Entities AI Assistant, you can get information, import files, and action events from one place, without navigating the Entities interface.
Entities AI Assistant provides the following modes:
Insights Get information about companies and individuals
Import & Actions Upload documents directly to Entities AI Assistant, where it categorizes them for you and suggests actions. Appoint individuals to roles directly from Entities AI Assistant using data from imported documents.
Notes
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Entities AI Assistant is an Artificial Intelligence (AI) feature. For information on how AI features use Entities data, refer to Entities AI transparency notice.
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AI enhancements are available to clients with the Entities Platform package and clients who joined the Entities AI Early adopter program. For more information, contact your Customer Success Manager.
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Administrators have access to AI features by default. For regular users, AI features are inactive by default. Before you can use them, your organization's administrator must provision the features for you.
Limitations and considerations
- AI-generated content may contain inaccuracies. Always verify the correctness and accuracy of AI results.
- Entities AI Assistant retrieves only existing Entities data. If no data is available for a selected query, Entities AI Assistant will not generate it.
- You can only access information you have access permissions for. If you can’t access a piece of information from Entities interface, Entities AI Assistant will not be able to give it to you.
Get entity information
With Entities AI Assistant, you can get information about companies and individuals without navigating the Entities interface.
Learn how to get entity information
Import documents
You can upload documents directly to Entities AI Assistant, where it categorizes them for you and suggests actions.
Appoint individuals
You can appoint individuals to roles directly from Entities AI Assistant using data from imported documents.
