AI Domain Overview (Module 2 Scope)

MUST / PHASE 2

Complete AI capability matrix overview spanning Summaries, Copilot, Search, Agents, and Document Extraction.

AI Auto-Summarizer

MUST

Generates structured executive briefings, intent, objections, commitments & risks for leads, deals, meetings, and emails.

AvailableView Feature

AI Copilot

MUST / PHASE 2

Natural language search across CRM facts, metric explanations, auto drafting, and tool action previews.

AvailableView Feature

AI Semantic Search

MUST

Permission-aware vector search across messages, contracts, and CRM entity records.

AvailableView Feature

Autonomous AI Agents

MUST / PHASE 2

6 Specialized Agents (Lead, Sales, Follow-up, Support, Data, Reporting) with tool allowlists & approval gates.

AvailableView Feature

AI Clause Extraction

MUST

Extracts contract amounts, expiry dates, legal clauses, and key parties from uploaded documents.

AvailableView Feature