实体 AI Assistant

借助 实体 AI 助手,您可以从一个位置获取信息、导入文件和处理事件,而无需在 实体 界面中导航。

实体 AI Assistant provides the following modes:

Insights Get information about companies and individuals

Import & Actions Upload documents directly to 实体 AI Assistant, where it categorizes them for you and suggests actions. Appoint individuals to roles directly from 实体 AI Assistant using data from imported documents.

Notes

  • 实体 AI Assistant is an Artificial Intelligence (AI) feature. For information on how AI features use 实体 data, refer to 实体 AI transparency notice.

  • AI enhancements are available to clients with the 实体 Platform package and clients who joined the 实体 AI Early adopter program. For more information, contact your Customer Success Manager.

  • 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.
  • 实体 AI Assistant retrieves only existing 实体 data. If no data is available for a selected query, 实体 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 实体 interface, 实体 AI Assistant will not be able to give it to you.

Get entity information

With 实体 AI Assistant, you can get information about companies and individuals without navigating the 实体 interface.

Learn how to get entity information

Import documents

You can upload documents directly to 实体 AI Assistant, where it categorizes them for you and suggests actions.

Learn how to import documents

Appoint individuals

You can appoint individuals to roles directly from 实体 AI Assistant using data from imported documents.

Learn how to appoint individuals