Deploying Client Insights

NexJ CRM provides the Client Insights functionality which allows users to share articles of interest with contacts.

Client Insights must be integrated with Grapevine6, the AI engine that feeds the articles of interest to Client Insights. For information about adding and configuring the HTTP channel connection for Grapevine6, see Adding new connections for version 8.8.

Note: The Client Insights functionality is not enabled by default. System administrators can enable Client Insights using the Client Insights global application setting in NexJ Admin Console. For more information about enabling global application settings, see NexJ CRM Administrator Guide.