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ClubBase Help

Use the CRM assistant

Ask the CRM assistant to find the right section, check its explanation against your records and tell an explanation apart from a change it made.

ClubBase team · Published · Updated

Who it is for
An active CRM team with access to the assistant.
What to prepare
A short description of the task, without passwords, login codes or keys.

Steps

  1. Open the assistant in the workspace and name the operation you need.
  2. Follow the link to the relevant screen and check the explanation against your record.
  3. For a proposed supported change, check the old and new values before confirming.
  4. After confirming, check the result in the CRM and in the history.

Result

The explanation leads to the right screen; an action that was carried out has its own confirmation of the result.

If it did not work

Working with files, photos and voice needs a separate AI model connection. One confirmable action is supported: renaming a group. If the assistant is unavailable, use the regular CRM forms.