Recruit CRM's AI-assist offers a range of features that significantly improve the way notes and call log information is handled for all entities (candidates, companies, contacts, jobs & deals).
To access these smart tools, you just have to click on the AI-Assist icon while adding your notes and call logs.
The 3 default prompts are:
Summarise, to simplify the text entered.
Extract key points, to identify important information and present it as concise bullet points.
Improve It, to refine the original note/call log content
You can then modify the content using options such as replace, copy, or regenerate, ensuring the note/call log captures all the necessary details.
AI Assist for Call Logs
The benefits of AI-Assist extend beyond notes to call logs as well. You can create AI notes within the call log section, a dropdown menu offers the same prompts: summarise, extract key points, and improve it, ensuring a consistent and efficient process.
Adding custom prompts
You also have the ability to add custom prompts apart from the 3 default prompts. For example, by providing specific instructions like "write a summary in 30 words" the system generates a response based on the custom prompt, allowing for personalized and tailored notes.
After inserting your prompt, you can save it by clicking the "Save" icon.
You will be asked to name your prompt and you can decide whether you want to share it with your teammates or not. Don't forget to hit "Save"!
The prompts will be stored in the "Saved Prompts" section, which will help you save time writing manual prompts for specific needs.
By clicking on "Saved Prompts", you'll also be able to pin and unpin the prompts you have saved.
Here's a quick video for your help:
FAQs related to AI- Assist features
Is there a limit to the use of this feature?
Is there a limit to the use of this feature?
The AI-Assist feature has a monthly token limit of 1 million per user. In English, this corresponds to around 200,000-250,000 words, assuming an average word length of 5 characters. Please note that token counts may vary based on the language and content.
Is there any limit to the number of prompts I can save?
Is there any limit to the number of prompts I can save?
The limit of prompts that can be saved is 50.
How many prompts can be pinned?
How many prompts can be pinned?
You can pin up to 50 prompts.
What happens if I reach the token limit?
What happens if I reach the token limit?
If you reach the token limit, the AI-assist features will stop generating new content until the next monthly cycle begins. Users also get this error:
"Oops! It seems you have exhausted your 1 million token limit for this month. It will be restored on {date in this format 20 May 2023}"
What languages does the AI-Assist feature support?
What languages does the AI-Assist feature support?
Currently, the AI-Assist feature officially supports English. However, OpenAI is capable of understanding and generating text in several other languages, including French, Spanish, German, Italian, Dutch, and others. Please note that the quality of AI output may vary across languages.
Hope this helps :)