Settings and activity
3 results found
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14 votes
I'm glad to announce that this feature is now live in your account.
Account -> Admin Settings ->. ... -> Templates.
In the templates section, you can customize summary for each template
You can customize the summary template, including the ability to summarize it in 1st person.
You can find the relevant section in the attached screenshot
Paul
supported this idea
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7 votesUnder Review · 1 comment · AI Conversation Expert (ACE, formerly RingSense), AIR & AVA » Other · Admin →
Paul
supported this idea
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1 vote0 comments · AI Conversation Expert (ACE, formerly RingSense), AIR & AVA » ACE (AI Conversation Expert) · Admin →
Thank you for your suggestion! I’m excited to let you know this feature has now been implemented and is live!
You can find the Pipedrive CRM in the integration catalog.
Paul
shared this idea
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