1. How do I enable the Generate Account Description feature in Sales for Redwood?
  2. Enable Generative AI Features in the Sales Offering

Enable Generative AI Features in the Sales Offering

Here's how to enable the Gen AI features for the Generate Account Description feature.

  1. Open Offerings. (Navigator > My Enterprise > Offerings).
  2. Click the Sales offering.
  3. Click the Opt-in Features button.
  4. On the Opt-in page, select the Sales offering.
  5. Scroll down to Intelligence in Sales and click Edit (the pencil icon).
  6. On the Intelligence in Sales Feature Opt-in page, make sure that the Use Generative AI Features in Sales, Status column displays Enabled.
  7. Click Save.