ChatGPT and many other GenAI tools have become an indispensable tool to many knowledge workers. AI (specifically Generative AI) is the most transformative thing since the Internet, and when we look back probably more transformative.
GReminders has rolled out 2 new “Ask Anything” features. You can think of this as “ChatGPT on your Data”.
Ask Anything on AI Notetaker
This means you can ask any question about your Meeting / Transcript and get an answer. Simply click into the Notetaker detail screen and click on the Chat Tab
Use Cases include asking follow up questions, get into details discussed, etc…
Additionally you will see a little “s” after each sentence, which will take you to the portion of the transcript where that piece of information originated. This allows you to drill in further AND also give you the confidence the information provided is correct.
Ask Anything on your Client
GReminders connects to your systems you use everyday. Your CRM, Calendar and other Activity/Workflow Tools.
For Redtail CRM Customers you can now “Ask Anything” against your Client Data. This can be very helpful when doing Client Meeting Prep (prior to a meeting), when you are IN a Meeting (get a quick answer without having to hunt and peck for the right fields), or adhoc when you or your staff need answers.
Navigate to Contacts CRM, and search for a Client.
Then simply ask questions and receive answers:
The data this system has access to, at the moment, is primarily your CRM. The more data you store in there the better the answers. This includes Notes, Activities, Meeting, Tasks, etc…
We will be adding more system connections over the coming weeks/months and also adding more CRM support.
Data Privacy and Compliance
GReminders is a fully compliant system that has gone through rigorous system review, processes and third party audits. Few things to note:
- AI is not trained on your User Data PERIOD
- Zero Day Retention on Client Data for AI
- All Data is End to End Encrypted
- GReminders is hosted on Microsoft Azure Cloud Infrastructure and uses Azure OpenAI so data doesn’t leave the Azure Cloud. Microsoft offers one of the world’s leading enterprise cloud infrastructure solutions.
Please see our Security page for more information or request our latest Security Whitepaper.
This is just the beginning.
Any questions? Please email to [email protected]
We look forward to your feedback.