Built-In AI Assistant Inside Results – Starting with Ask Claude

Results introduces Ask Claude, an integrated AI assistant built directly into the platform, giving staff instant access to AI-powered help, insights, and productivity tools without leaving Results.

Ask Claude can be accessed as a general-purpose assistant or as a context-aware assistant directly from Contact and Activity records, creating a smarter, more seamless user experience.

Note: The new Results AI Integration requires a license to use its features, and access to Claude requires an API license from Anthropic (the maker of Claude). Instructions for signing up for the Claude API and configuring the integration are available in Results’ built-in documentation.

What's New?

AI Assistant from the Main Navigation Menu – Users can now launch Ask Claude directly from the main navigation menu as a private AI assistant tied to their Results User account. Staff can use it for:

    1. Business-related questions
    2. Task assistance
    3. Content generation
    4. Process guidance
    5. General personal productivity questions

Each session remains private to the logged-in user.

Future Multi-AI Engine Support This framework is designed for future expansion to support additional AI engines, including:

    1. ChatGPT
    2. CoPilot
    3. Gemini
    4. Grok
As additional providers become available, users will be able to select their preferred AI engine, and the feature naming and prompts will evolve accordingly.

Why This Matters?

  • Faster Access to Information Users can get answers, summaries, recommendations, and assistance instantly without leaving Results or switching applications.
  • Improved Operational Efficiency Teams can save time on research, communication drafting, note summarization, and workflow assistance using AI directly inside their daily processes.
  • Scalable AI Platform for the Future The new architecture lays the foundation to support multiple AI providers, giving organizations flexibility as AI technology continues to evolve.

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