View narrative summary for Company

Sage CRM 2023 R1 uses a deterministic artificial intelligence approach to generate and display a narrative report containing an executive summary and business insights for each Company.

This new feature automatically analyzes the sales, customer service, and communication data and presents it as a short and easy-to-understand narrative report on a Narrative tab displayed for each Company. In this Sage CRM release, the Narrative tab provides information in English only.

The narrative report is more memorable, persuasive, and engaging than data alone. It summarizes everything the reader needs to know about the company without having to look at the related records and convert the raw data into information.

The narrative report takes into account the security policies existing in Sage CRM, so that the generated information is tailored to the user who is accessing the Narrative tab. This prevents unauthorized access to sensitive data and makes the displayed information more relevant and useful for specific audiences.

As a system administrator, you can control what information is available to a user on the Narrative tab. To show or hide information, edit the user's security profile to grant or revoke the View right in the corresponding option, as shown in the table.

Area on Narrative tab	Controlled by View right in this security profile option
Company Address Relationships	Company Revoking the View right in this security profile option makes Companies inaccessible to the user.
Communication	Communication
Sales	Opportunity
Cases	Cases

For example, to hide information in the Sales area of the Narrative tab, make sure that the user does not have View rights on Opportinities in their security profile.

You can configure security profiles in | Administration | Users | Security | Security Profiles.