Ask it to act on a record, not just describe one. If it can update, route, or resolve something directly inside the record without a separate tool, it’s platform-level AI. If it can only summarize or suggest, it’s a feature layered on top.
Ask it to act on a record, not just describe one. If it can update, route, or resolve something directly inside the record without a separate tool, it’s platform-level AI. If it can only summarize or suggest, it’s a feature layered on top.