Guided Next Steps is a CRM home widget designed to help sales representatives take the right actions to strengthen relationships with accounts and contacts. It provides AI-driven recommendations that suggest meaningful next actions. The recommendations are AI-generated from business emails stored in the CRM as well as previous interactions, such as calls, meetings, and logged activities. Communication patterns, frequency, and tone are analyzed to identify gaps or opportunities (e.g., follow-ups, unanswered questions, overdue check-ins). Contextual next steps are then suggested and displayed in the Guided Next Steps widget.
To enable the AI recommendations in Guided Next Steps, activate the settings Generate Recommendations from Business Mail Summary and Generate Recommendations from Customer Interactions on the CRM/SRM Default Values page. Sales representatives must also be subscribed individually for each recommendation type on the Business Representatives page. Alternatively, sales reps can subscribe directly within the Guided Next Steps widget.
An IFS.ai subscription is required to receive AI-based recommendations in the widget.
AI recommendations will be generated for the recommendation types enabled for the sales rep.