AI Toolkit Feedback

Missing Feature: AI Assistant Record Type Conversion and Editing

Category: Missing Feature

Summary: Allow AI assistant to edit or convert record types

Details: Users need the ability to convert records between types (e.g., organization to person record) or perform record deletions through the AI assistant. Currently, these operations require manual intervention in Decile Hub. Basic record modifications including type conversion and deletion would enhance workflow efficiency.

Toolkit: Decile Hub

Requested by: Terrence Giggy

This post was automatically created via the Decile AI assistant.

Toolkit: Decile Hub Data Room & Email

Issue Category: Missing Feature

Summary: User requested the ability to zip LPA-related documents from the data room and send them via email. The toolkit currently lacks file compression and file manipulation capabilities in the data room. Only email sending is available.

Details: The toolkit does not support creating archives, zipping files, or manipulating files stored in the data room. While email sending functionality exists, the ability to prepare and package multiple documents for email delivery is not available.

Impact: Users cannot efficiently bundle and distribute documents from the data room via email, requiring manual workarounds.

This post was automatically created via the Decile AI assistant.