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Jef Vanlaer
Helper ⭐️⭐️⭐️
June 23, 2026
New Idea

AI follow-up: Relationship support

Related products:CS AI Followups
  • June 23, 2026
  • 1 reply
  • 28 views

AI follow-up Timeline Activities for meetings and emails are currently posted on the Company only. As we fully work on the Relationship level, Relationship support is crucial to make sure the entries are being picked up in our processes.

We currently have AI follow-up for meetings enabled. The idea is that CSMs manually reparent the Activities; unfortunately, this rarely happens in practice. This is also why we cannot enable automated email logging, as this will cause too many Activities that are wrongly tied to Company instead of Relationship.

    1 reply

    TMaier
    Helper ⭐️
    August 14, 2026

    Relationship support is a critical next step in the advancement for all of the AI features. It's not an issue for everyone, but for those companies who actively manage at the Relationship level it's a huge blocker.