AI features coming to the Insightly platform

Business & tech | Product News

AI is the next big revolution. Human knowledge plus the efficiency of AI will help us yield more results faster across all industries. This is why Insightly is excited to share with you the ways that users of the Insightly platform will soon see AI show up and their fingertips. But first, let’s lay the groundwork with an explanation of AI. 

What is generative AI?

Generative artificial intelligence (AI) refers to models or algorithms that create brand-new output, such as text, photos, videos, code, data, or 3D renderings, from the huge amount of data they are trained on. The models ‘generate’ new content by referring to the data they have been trained on, making new predictions. 

The purpose of generative AI is to create content, as opposed to other forms of AI, which suit different purposes, such as analyzing data, making ad recommendations, parsing through applications, helping to control a self-driving car, etc.

As mentioned above, generative AI is simply a subsection of AI that uses its training data to ‘generate’ or produce a new output. AI chatbots or AI image generators are quintessential examples of generative AI models. These tools use vast amounts of materials they were trained on to create new text or images. 

The term generative AI is causing a buzz because of the increasing popularity of generative AI models, such as OpenAI’s conversational chatbot ChatGPT and its AI image generator DALL-E 3. 

These and similar tools use generative AI to produce new content, including computer code, essays, emails, social media captions, images, poems, Excel formulas, and more, within seconds, which has the potential to boost peoples’ workflows significantly. 

ChatGPT became extremely popular quickly, accumulating over one million users a week after launching. Many other companies saw that success and rushed to compete in the generative AI marketplace, including Google, Microsoft’s Bing, and Anthropic. These companies quickly developed their own generative AI models. 

The buzz around generative AI will keep growing as more companies enter the market and find new use cases to help the technology integrate into everyday processes. For example, there has been a recent surge of new generative AI models for video and audio.

AI features coming to Insightly Marketing

As you can imagine, generative AI lends itself well to marketing use cases. We’re building generative AI capability into Insightly Marketing, our marketing automation platform, in a number of areas, and partnering with the leader in generative AI, OpenAI, to do so. It will be a chat-like interface that’s familiar to users with an AI assistant built right into the editing experience.

Write brand new, original content

Let’s solve the ‘blank page’ problem. When you don’t know what to write or how to get started, AI will be your ally within Insightly Marketing. You will be able to use AI to write content for emails and landing pages without leaving the editor. Simply give the AI assistant some direction with a few prompts, and it will generate paragraphs of content for emails and landing pages that you can then use, edit, and modify to your needs. The new AI assistant can also be used to come up with some catchy titles for emails or headers for landing pages.

Rewrite Existing Content or generate content variations

Another useful task for our AI assistant is to come up with variations of content you have already written, or to rewrite existing content for use in A/B testing of emails or multivariate tests of emails which we already support.

Check spelling and grammar

Our new AI assistant can also be used to check spelling and grammar. Just give it the text you wish to check, and ask it to check for spelling and grammar and it will take a look over what you have written and provide edits or suggestions of how to better phrase passages.

Change length, tone or call to action

You will also be able to use the AI assistant to to change the character length of an email. Maybe you have some existing content from a blog post or a web page that you want to use, but it is a bit too long for what you would like to include in a short email. The AI assistant can write an abbreviated version that gets the main points across for you to easily use in an email.

(This feature hits close to home because we have a small but mighty marketing team here at Insightly. I know they often reuse and repurpose content for different channels like many other marketing organizations do. With them in mind, I know this feature will be well-received.)

Similarly you can change the tone of an email. If a team member has written some content you would like to repurpose, but you would like it rewritten in a more business oriented style, our AI assistant can do that for you in just a few keystrokes.

The new Insightly AI assistant can really speed up the email creation and landing page authoring process right there in the editor, and it allows you to do so without having to switch apps and change contexts.

AI features coming to Insightly mobile apps

We’re bringing the power of AI to our Android and iOS mobile apps too. We have a brilliant free feature in our mobile apps that allows you to bring in contacts into Insightly from business cards you receive from clients. You can use the camera on your phone and the Insightly mobile app to take a picture of a business card and Insightly will automatically bring that into Insightly as a contact.  Insightly recognizes the text on the business card and sorts out the name, company title, addresses, phone and fax numbers and email and website addresses on the business card and then saves them directly to Insightly.

With AI, this feature gets better. We’re launching a new version of the business card scanner that is infused with AI. Using the power of artificial intelligence, the new scanner system is much more accurate at recognizing contact titles and roles than the previous version and categorizing and importing all the relevant information from a business card without human intervention.

AI features coming to Insightly Service

Insightly Service is an application available on our platform for customer support ticketing. Customer success and service agents use it everyday to capture and resolve customer issues and queries. 

One of the huge advantages of using Insightly’s unified platform of Insightly CRM, Insightly Marketing and Insightly Service is that your entire staff can see those valuable customer service tickets and Insightly marketing data right inside CRM contact and lead records. The integration between the three products and their data is built right into Insightly, aligning your teams and giving them the opportunity to create great customer experiences. 

Sometimes resolving customer service tickets with customers involves a number of interactions or the back and forth correspondence between customers and your staff can result in some lengthy exchanges.

Rather than staff members working in Insightly CRM or Insightly Marketing having to read and review all those interactions back and forth between the customer and staff to understand a ticket and what it is about, we’re bringing the power of AI to save you time. 

The AI built into Insightly will read through all the interactions and back and forth in a ticket and then generate a short summary of each ticket. The summary includes the nature of the ticket correspondence and the resolution provided. 

This allows your staff to be able to review all the tickets linked to customers very quickly without having to wade through the entirety of the correspondence for each one. It will save you time and give you a fuller picture of all the customer interactions and the state of the relationship.

AI features coming to Insightly CRM

Generative AI is not only awesome at creating and generating text for you, it’s also really good at writing code too. We’re utilizing this superpower-like capability to generate code to help you create new calculated fields in Insightly.

Calculated fields are new fields you can add to any record in Insightly CRM that calculate something and save the result – a bit like a spreadsheet. Calculations can include math operators like division and subtraction, text operators like concatenation, logical operators like true false assertions and branching, date time functions, etc.

Insightly customers can use calculated fields for calculating discounts or commissions on sales, for working out the tax on items, calculating scores or working out if a field has certain text within it, or for combining and calculating the total of several other fields.

Calculated field formulas in Insightly are written in computer code a little like Excel formulas, and you need a certain level of expertise and understanding to be able to write one correctly. We’re making it a lot easier for just about anyone to create one of these calculated fields by using the power of AI to write the formula for you. Just describe in plain English in a few words what you’re trying to do or accomplish, and our AI assistant will automatically generate and write the complete calculated field formula field for you. The benefit here is that you don’t have to know or understand any computer code to make it work. Just describe what you want and we can do the rest for you automatically and seamlessly using the power of AI.

Get ready for AI

I’m happy to share that we’re bringing the power of generative AI across our whole suite of applications in Insightly. In the near future, Insightly will be using generative AI to make your teams more efficient. Whether you use Insightly CRM, Insightly Marketing, Insightly Service, or even our mobile apps, you’ll get a helping hand from AI to do more with less. Stay tuned for more details as we roll out these updates.