Using cmIQ: Your AI Assistant in ClientManager

Welcome to the future of client management! ClientManager's integrated AI feature set, cmIQ, is here to revolutionise the way you work. Powered by advanced large language models, like the technology behind ChatGPT, cmIQ is designed to enhance your content, streamline your workflows, and help you achieve more with less effort.

Think of cmIQ as your intelligent assistant, always ready to lend a hand with your notes, emails, and even financial planning insights. Wherever you spot the distinctive three stars icon, you'll know that a powerful AI feature is at your fingertips, waiting to make your life easier.

Why You Should Try cmIQ

We know that adopting new technology can sometimes feel daunting, but we genuinely believe cmIQ will become an indispensable part of your daily routine. Here's why you should dive in and explore what it can do for you:

• Save Time: Let cmIQ handle the heavy lifting of drafting, summarising, and refining your text, freeing you up for more critical tasks.
• Improve Quality: Elevate the clarity, conciseness, and professionalism of your communications and notes with AI-powered revisions.
• Boost Efficiency: Quickly get up to speed on complex tasks or client histories with instant, intelligent summaries.
• Personalise Communications: Draft highly relevant emails tailored to your clients, leveraging cmIQ's deep understanding of their profiles.
• Stay Ahead: Embrace cutting-edge technology that keeps ClientManager at the forefront of CRM innovation.

How to Use cmIQ: A Step-by-Step Guide

1. Polishing Emails with the Bulk Email Manager

Drafting mass communications can be tricky. cmIQ makes it simple to ensure your message is perfect.

1. Navigate to the Bulk Email Manager.
2. Compose your email as you normally would.
3. Look for the 'Revise with cmIQ' button and click it.
4. cmIQ will then analyse your email and suggest improvements to grammar, clarity, tone, and conciseness. Review the suggestions and apply them as needed.

Tip: Don't be afraid to experiment! cmIQ can help you achieve a more formal, casual, or persuasive tone depending on your needs.

2. Summarising Task Comments

Keep track of complex tasks and discussions effortlessly.

1. Open any task that has multiple comments.
2. Scroll through the comments to get a general idea of the discussion.
3. Locate and click the 'Generate cmIQ summary' button.
4. cmIQ will then generate a concise summary of the task's progress, key discussion points, and suggested next steps, which will appear as a new comment.

Best Practice: Use this feature before team meetings to quickly refresh your memory on ongoing tasks, or to bring new team members up to speed.

3. Drafting Client Emails from Their Profile

Craft personalised and informed emails to your clients with ease.

1. Go to a specific client's profile.
2. Click on 'Communication' in the navigation menu.
3. Select 'Draft an email'.
4. You will be presented with an interface where you can instruct cmIQ on the type of email you'd like to draft. For example, you could say: "Draft a follow-up email about our recent meeting regarding their financial planning. Mention the next steps we discussed."
5. cmIQ, with its access to the client's profile information, will then generate a draft email that is contextually relevant and tailored to that specific client.
6. Review the draft and make any final adjustments before sending.

Pro Tip: Be as specific as possible with your instructions to cmIQ to get the best results. The more information you give it, the better the draft will be!

Troubleshooting & FAQs

"My cmIQ summary isn't quite right."

While cmIQ is incredibly smart, it's still an AI. If a summary or draft isn't hitting the mark, try providing more context or slightly rephrasing your instructions. Remember, it's a tool to assist you, and a little human oversight goes a long way!

"Is my data safe with cmIQ?"

Absolutely. We've implemented robust security measures to ensure your data remains private and protected when using cmIQ features. Your sensitive client information is handled with the utmost care and never shared inappropriately.

"How do I provide feedback on cmIQ?"

We're constantly working to improve cmIQ and would love to hear your thoughts! Please use the in-app feedback option or contact our support team directly with any suggestions or issues you encounter.

Ready to Give cmIQ a Go?

We encourage you to explore these exciting new features within ClientManager. Start with a small task or email and see for yourself how cmIQ can transform your productivity. We're confident that once you experience the power of AI at your fingertips, you'll wonder how you ever managed without it!

Should you have any questions or require further assistance, please don't hesitate to reach out to our support team. Happy cmIQ-ing!