impact AI Studio

Add Research to ACT!

Find the right information faster from contact histories, notes, activities, and CRM details without digging through tabs and records.

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Impact AI Studio 🔎 Research Mode ✅ Report Mode 🛠️ Design Mode

Research Inside ACT!

Find the right information faster without digging through notes, histories, tabs, and records.

Impact AI Studio Research Mode helps users understand the current contact, summarize history, review activity, and uncover useful context directly inside ACT!.

Ask Better Questions

Ask about the current contact, company, notes, history, opportunities, or activities and get back useful answers in seconds.

Summarize Faster

Turn long contact histories and scattered CRM details into short, readable summaries that users can understand quickly.

See Useful Context

Surface important details, relationship history, recent activity, and missing context before the next call, meeting, or follow-up.

Research That Removes Friction

Too much CRM time is spent searching instead of moving forward. Users click from tab to tab, read through long notes, and piece together history manually just to understand what happened.

Research Mode removes that friction by helping users get to the point faster. It turns ACT! data into answers, summaries, and insight without leaving the workflow.

Less searching. Better understanding. Faster action.

Common Uses

Summarize the history of the current contact
Review recent activity before making a call
Understand the status of an opportunity
Pull important details from notes and histories
Get quick background before a meeting
Identify missing follow-up or open items

What Research Mode Can Do

Research Mode helps ACT! users turn CRM information into understanding so they can prepare better, respond faster, and make better decisions.

Contact Summaries

Get a quick overview of the current contact, including history, notes, and recent activity.

History Review

Turn long history records into concise explanations of what has happened and what matters most.

Opportunity Insight

Review activity and details tied to opportunities to better understand status, timing, and next steps.

Meeting Prep

Walk into calls and meetings with better context by reviewing the most relevant details first.

Built for Daily ACT! Work

Research Mode is not a disconnected AI tool. It works in the flow of ACT!, where users already manage contacts, histories, notes, activities, and follow-up.

That means users can ask better questions, get better answers, and stay focused on the work in front of them.