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生成 AI 关系研究见解
为客户、联系人、潜在客户或业务机会记录生成关系见解,以显示与您的记录相关联的排名靠前的人员和组织。
- 打开客户、联系人、潜在客户或业务机会记录。AI 关系研究组件显示在记录页面上。
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单击开始研究。
见解生成在后台运行。在结果准备就绪时,您会收到应用程序内通知。生成完成后,关系图将显示在组件中。
要随时刷新见解,请在组件中选择刷新按钮。这会在所有配置的数据源中重新运行研究,并使用最新结果更新图表。

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