Sales features with AI

Review and download a spreadsheet of all features with AI

Configure, Price, Quote

Feature	Release	Type
AI-Generated Descriptions for CPQ Rules	Update 26A	Generative
Generative AI Quote Summaries	Update 25B	Generative
Redwood Quote AI-Powered Rewrite Assistant	Update 25D	Generative

Sales Automation Core Common

Feature	Release	Type
An Administrator can create a Global action to show the Agent Team in a drawer.	Update 26A	Agent

Sales Automation Foundation Common

Feature	Release	Type
Compose Emails using Generative AI	Update 25D	Generative
Generate Account Summary using Generative AI	Update 25D	Generative

Sales Force Automation

Feature	Release	Type
Administration Interface to Manage Prompts Used for Generative AI Features	Update 24D	Generative
Compose Emails using Generative AI	Update 24D	Generative
Compose Emails using Generative AI	Update 25A	Generative
Deploy sales AI Agents using RAG tools	Update 25B	Generative
Descriptive Analytics on the Sales Dashboard	Update 25C	Generative
Enhance Writing Assistant Features	Update 26A	Generative
Enhanced Email Generation: Compose and Reply with Generative AI	Update 25D	Generative
Enhancement to Writing Assistant with Email and Notes	Update 25A	Generative
Enrich Sales Contacts based on Email Signatures	Update 25C	Generative
Express Reports Agent to generate reports in Express Reporting Tool	Update 25D	Agent
Extract Key Terms from contract documents using Generative AI	Update 25B	Generative
Generate Account Description Using Generative AI	Update 25A	Generative
Generate Account Overview using LLMs Public Knowledge of Account	Update 24C	Generative
Generate Account Summary using Generative AI	Update 25A	Generative
Generate Appointment Agenda from Email using Generative AI	Update 24D	Generative
Generate Contract Summary Using AI Agent	Update 25D	Agent
Generate initial outreach email using generative AI.	Update 24C	Generative
Generate Opportunity Win Story Using Generative AI	Update 24D	Generative
Generate Sales Follow-up Activities from Email Conversations using Generative AI	Update 25C	Generative
Get Account Insights using Account Advisor AI Agent	Update 25D	Agent
Get Opportunity Insights using the Deal Advisor Agent	Update 25D	Agent
Lead Advisor Agent	Update 25D	Agent
Natively Author Sales Call Guide Interviews	Update 24D	Generative
Redwood: Contract Advisor AI Agent	Update 26A	Agent
Reply To Emails Using Generative AI	Update 24D	Generative
Reply to Emails using Generative AI	Update 25A	Generative
Sales Analyzer Agent to generate visualizations on the sales dashboard	Update 25C	Agent
Sales Product Document - an AI Agent RAG Tool	Update 26A	Agent
Summarize email conversations using Generative AI	Update 25B	Generative
Summarize Forecast for Sales Managers	Update 25C	Generative
Use GenAI Writing tools for logging Interactions & emails	Update 25C	Generative
Use Generative AI to Manage Notes in CX Sales	Update 24D	Generative
Use Generative AI to summarize custom objects	Update 25B	Generative

Sales Performance Management

Feature	Release	Type
Create expressions in Redwood UI using Generative AI	Update 26A	Generative
Create expressions using Generative AI	Update 25C	Generative
Create Rate Tables using Generative AI	Update 25D	Generative
Generate AI Explanations for Performance Measures	Update 25B	Generative
Generate AI Explanations for Plan Components	Update 25B	Generative
Incentive Administration Assistant	Update 25D	Agent
Incentive Compensation Credits Investigation Advisor	Update 26A	Agent
Incentive Payee Advisor	Update 25D	Agent
Incentive Process Submitter Assistant	Update 26A	Agent
Use Generative AI to explain compensation plans	Update 25C	Generative
Use Generative AI to Explain Incentive Expressions	Update 25A	Generative
Use Generative AI Writing Tools for Terms & Conditions	Update 25A	Generative