AI Cheat Sheet (CS)
Overview
The AI Cheat Sheet feature within the Customer Success (CS) product is powered by GPT-4o Mini and currently in General Availability (GA). The feature provides users with a concise summary of a customer’s key milestones, risks, goals, and more, allowing teams and executives to quickly get up to speed on any customer account. It uses data from Timeline (add-on), ensuring that users have access to the most relevant and up-to-date information.
Key Benefits
- Comprehensive Customer Overview: Provides a quick and thorough summary of critical customer information, helping teams and executives stay informed.
- Efficient Information Access: Summarizes key customer data from various interactions, ensuring that the most important information is readily available.
- Privacy and Compliance: Operates under minimal risk as per the EU AI Act, with stringent data handling practices that protect customer information.The following table provides a detailed overview of the AI Cheat Sheet feature within the CS product.
Details
The following table provides a detailed overview of the AI Cheat Sheet feature within the CS product:
| LLM | Description | How to Enable/ Disable |
Data Sets | Data Retention and Deletion | Is customer data used to train the AI system? |
|---|---|---|---|---|---|
| GPT-4o Mini | Users can view a summary of a customer’s biggest milestones, risks, goals, and more, helping teams and executives stay informed on any customer account. | Link | Data from a client's Customer Success (CS) Timeline (add-on), including updates on customer status, events, interactions, and notes. | No customer data is retained by the third-party sub-processor used to deliver this feature. | No |