Voyager 2 is a credit-based chargeable add-on for all Tiers.
Overview
Voyager 2’s AI Record Assistant adds an in-context assistant inside individual CRM records so users and teams can understand situations more quickly, decide next actions with higher confidence, and move directly from insight to execution. The Record Assistant combines guided summaries, actionable suggestions, and record-aware chat in one continuous workflow.
The Record Assistant is available directly in the right hand panel of the record detail so users can move from record review to AI guidance without switching screens. The tool works for Leads, Accounts, Contacts and Opportunities and is designed to provide an in-depth overview of each type of record, increasing knowledge and reducing preparation time before customer interactions ⤵
Record Summary
Clicking on the “Summary” button provides a comprehensive record summary that combines the current CRM context with relevant external information ⤵
The Summary output is structured for quick scanning and clear decision support and the presentation quality emphasizes readability so users can consume insights quickly ⤵
Users can Listen to the Summary, Copy to the clipboard, Download or Create an Email with the content by clicking on the icons at the bottom of the Summary window.
Suggestions and Recommended Actions
The Record Assistant widget displays prioritized suggestions such as next actions, record news, and data improvement opportunities. Each suggestion can open in the AI chat with preserved context for immediate follow-up ⤵
Users can trigger practical actions from the suggestions, including creating tasks, appointments, notes, and emails which pre-fill with information from the suggestion to accelerate execution ⤵
Record-Aware Chat
AI Chat is integrated into the record detail and stays aligned with the current entity context. The conversation experience supports both free prompts and suggestion-driven prompts. Status messaging in chat keeps users informed while responses are generated ⤵
Prompt Templates and Home Experience
Users can reuse prompt templates for recurring scenarios and personalize them for their workflow. The Chat home experience offers topic starters and quick entry points for common tasks. Prompt organization helps users find relevant prompts by context ⤵
Users can also access their previous prompts used throughout Coevera by clicking on Chat History ⤵
Admin Configuration
Enabling Voyager 2 Features
Voyager 2 is enabled from the Automation Hub and, depending on credits available and what you choose to use, features can be switched in by clicking on Configuration ⤵
Configuring the Entity Interface
Once active, the Record Assistant feature can be added, or moved, as part of Interface configuration so Admins can decide on the layout of the right hand panel ⤵
User Role Access to Record Assistant
Admins can manage which users are able to use Voyager 2 features, including the AI Record Assistant, using User Role-based Permissions. Open the Role and click on the Features tab and then enable, or disable, Voyager 2 features as required for all users based on that user role. Save your changes to apply ⤵
Credit Usage Notifications
Credit Consumption Visibility
AI responses now display a credit icon with hover tooltip showing exact consumed credits in the format Used {no_of_credits} AI credits.
When no paid credits are consumed for a response, the tooltip displays 0 credits.
Generating a summary consumes a credit and shows the same credit indicator in the summary experience.
Summary dialogs include AI cost visibility with coin icon and tooltip so users can understand credit impact before repeated usage.
Credit-Limit Exceeded
When all AI credits are exhausted, users see a clear message: Your request cannot be processed, all AI credits have been used.
The no-credit message is displayed in AI record contexts including summary and AI chat entry points.
AI chat prompts that use only the AI record agent consume credits, following the same consumption logic used in Super Agent.
The error presentation is consistent with existing agent-level no-credit feedback patterns.