New
Every contact field by chat. The AI assistant can now change the address, tax and accounting numbers (for example VAT ID, customer and debtor number), phone, payment term and all other fields of a contact. Just say, for example: “Add VAT ID DE123456789 to Hotel Seeblick.” This works in the Univents chat as well as through your Claude connection (for example Claude Desktop).
Add and remove tags. “Also give Max Muster the tag VIP” adds the tag without overwriting the existing ones. A single tag can be removed the same way.
Additional email addresses. The assistant can add more email addresses to a contact and remove them again.
Employments and position at a company. It links people to companies, changes their position and removes the link again.
Account manager and custom fields. You can set the account manager of a contact and fill in the values of your custom fields. The assistant can also create, change and delete the custom fields themselves.
No automatic emails. You can ask the assistant to switch off automatic emails for a contact, or to allow them again.
The same permissions as in the app. The assistant can only do what you are allowed to do in the app. Fields that are locked in the app stay locked in the chat, and the assistant tells you why something did not work.
Main email address only after you confirm. When the assistant changes the main email address of an existing contact in the chat, it first shows a card with the old and the new address. Nothing is saved until you click. That way emails don’t end up at the wrong address by accident when you only meant an order or invoice address. Every other change to a contact is carried out directly.
Deleting only after you confirm. Before the assistant deletes a contact, an additional email address, an employment or a custom field, it shows you a card with what is going to happen. Nothing is deleted until you click Confirm.