Let the platform do the work
SugarClubContact+1 (877) 842-7276

AI

Overview

This guide covers requirements, access, and setup for AI features in SugarAI. For information on using AI features in SugarAI, please refer to the AI user guide.

Privacy and Security

All data shared with external AI models is protected by SugarAI's trust and security layers.

  • Your data is anonymized before it is shared.
  • Your data is never used for training.
  • For auditing purposes, your anonymized data is stored for one month and then permanently deleted.

Requirements

Before you can enable AI features in SugarAI, your instance must meet the following requirements:

  • Your SugarAI version is 26.2.0 or higher, with a Sugar Sell Advanced+, Advanced Precision+, Premier+, or Precision Enterprise+ license.
  • You have SugarIdentity enabled.
  • If you SugarCloud instance is hosted in one of the following regions:
    • ap-southeast-2: Asia Pacific (Sydney)
    • eu-west-2: Europe (London)
    • eu-central-1: Europe (Frankfurt)
    • us-west-2: US West (Oregon)

Access

Access to AI features is controlled at the instance level by system administration settings and at the user level by roles. By default, all AI features are disabled for your instance. No data is shared with external AI models until an administrator enables AI features in the system administration settings.

Controlling AI Access with System Administration Settings

From the system administration settings, admin users can enable or disable the AI features included in your license for the entire instance. These settings apply to the whole instance and override role level access.

To configure your system administration AI settings:

  1. From the user menu, select "Admin".
  2. In the System section of the Administration page, click "AI Settings".
  3. Use the "Disable" and "Enable" toggles to disable and enable all AI features.
  4. When "Enable" is selected use the checkboxes next to each feature to disable or enable it. Your feature level settings are preserved if you select the "Disable" toggle.
  5. Click "Save changes" to save your settings.

Note: If your license includes Sugar Cube, some features can only be enabled when Sugar Cube is also enabled. A warning message appears when a change may affect other features.

Controlling AI Access with Roles

From the user administration settings, admin users can control which AI features each user can access. The following module level role permissions control user access to AI features:

  • AI Analytics
  • AI Smart Prompts
  • AI Sugar Cube
  • AI Summary Dashlet

Access to these permissions are set to "Disabled" by default for all roles. For more information on role management, see the Role Management guide.

Setup

Some AI features, like Sugar Cube, are displayed to users automatically once enabled. Other features must be set up by an administrator.

Smart Prompts

Once enabled, Smart Prompts must manually added to dashboards. To add Smart Prompts to a dashboard:

  1. Click the Gear icon at the top of the dashboard, then click "Edit Dashboard".
  2. Select the Add Smart Prompts checkbox.
  3. Click "Save".

AI Summary Dashlet

Once enabled, the AI Summary dashlet is added automatically to the default Account, Opportunity, and Case record view intelligence pane and focus drawer dashboards. If you are using a custom dashboard you will need to manually add the dashlet.

Once the dashlet is added to a user's dashboard, the initial generation is triggered when they open a record view. Information will automatically regenerate when the record view is opened and there is new data available. Each time information is generated tokens are consumed, the amount used is dependent on the amount of data analyzed.

Using the info icon in the dashlet, administrators and dashboard owners can review the current percentage of tokens used from the monthly instance allowance. Once your instance reaches its monthly token limit, the dashlet will no longer generate new information. The last generated information will still be visible. The token allowance is refreshed on the first day of every month. To purchase additional tokens, either after reaching your allowance or in advance, contact your Customer Success Manager.