We are in the process of introducing copilot to our users but have come across a few set backs. I have a few questions regarding copilot configuration and limitations.
1) Copilot Prompt in Sales Hub
- Does this only look at data fields selected in copilot settings? For example, if we ask when was this lead created on, and created on isnt a selected field, copilot return anything?
- Is copilot aware of the current open record or do you have to define what record prior to retrieving data?
- Are the selected data fields in copilot settings used for Summary and Copilot prompt or is there seperate configuration for copilot?
- Is copilot prompt generative? i.e. draft and email to lead X
2) Row Summary
- Is row summary for lead no longer supported? Why would this be removed? We have summaries in lead entity that are way off and is including data that is irrelevant.
2) Lead and Opportunity Scoring
- Is this still supported? I ask because Sales Insights Settings is no longer in the change area. I can only access through a link. Im sure I can add it back, but was not removed by us.
- We recently updated the fields within lead scoring, retrained the model and published. We have several examples of lead records, created within the designated timeframe, that have not been re-scored and are still displaying the old fields. The info hover text says it is only retrained when values change that contribute to the scoring, which makes sense, but in this case the fields have changed so I would think it would have to re-score? Or are we stuck with the current grade until the previously selected field is updated?
Thank you!!
317
Share
Report
All responses (
Answers (
