Overview
The AI Smart Field adds configurable AI-powered value generation for supported CRM fields. Administrators can enable AI behavior per field, define prompt and data sources, configure update triggers, and expose controlled manual or automated updates in record forms, list views, and Automatizer flows. The experience includes permission controls, credit-awareness messaging, and progress feedback during updates.
AI Smart Field options are available for supported field types which include: single-line text, long text, integer, float, email, phone, URL, and base currency.
The value update flow is defined for both manual and automated execution paths.
The release introduces a clear end-to-end AI update flow from setup through execution and completion feedback.
Field Configuration
When creating a new field - of one of the supported types - the field properties include an AI update toggle that can be left off, enabled with incomplete setup, or enabled with saved setup.
The “Fill Value with Voyager AI” option is also available for existing fields when editing field properties
AI Setup: Prompt, Preview, And Data Sources
After enabling “Fill Value with Voyager AI” and clicking on “Setup”, Administrators can define AI instructions in a dedicated prompt text area. Prompt personalization supports dynamic field placeholders to build contextual prompts from entity and related data.
Results and Cost Preview
A preview section lets admins select a record and validate the generated output before relying on updates in production workflows. The preview output adapts to the configured target field type. Preview includes a cost display which shows the AI credit usage information which will apply each time the field is updated
Selectable Data Sources
The setup options support selectable data sources, including web search, main record data, related records, and record documents. Related record sources support multiple relation components with configurable filters.
Document sourcing accepts supported file types and applies system constraints for size and volume.
Update Trigger Configuration
Once the prompt and data sources are set up, the admin can then choose appropriate Value update settings. Multiple options can be active at the same time.
Manual update enables explicit user-triggered updates on the record.
Automatic updates support on-create and on-update triggers.
Scheduled updates support weekly and monthly recurrence patterns.
Field Indicators And Manual Actions
AI-enabled fields are marked with an AI indicator so users can identify smart-updated fields directly on record forms. The Update Fields domain action on the menu is available when enabled in Automation Hub and permitted by the user’s role. The update list includes undeleted fields with AI update enabled and manual update allowed.
Save Requirement, Progress, And Completion Feedback
If there are unsaved form changes, users must confirm save before the AI update starts.
During update processing, the form is locked from further saves until completion.
After completion, a message confirms successful processing.
Automatizer Integration
Automatizer includes a new Update AI Fields action type and users can multi-select AI-enabled fields from the triggered entity. The UI confirms that AI credits will be consumed for update actions. The AI field updates run independently of standard record form editing actions. If a field included in an Automatizer process is subsequently deleted, the action is skipped with a warning notification to the process owner.
List View Operations And Safeguards
AI Smart Fields can be added to supported list views and drill-down grids. Batch AI updates for selected records and fields are supported but those batch updates enforce a safety limit of 100 records per operation. When this limit is exceeded, users receive a warning asking them to refine their filter criteria to reduce the number of records.
After processing, the updated field and record counts are displayed.
Automation Hub Availability
The Voyager 2 feature in the Automation Hub includes dedicated messaging for AI Smart Fields confirming that the features will auto-fill and update CRM fields using existing record data to improve completeness and reduce manual entry.
User Role Controls
User roles include an AI Smart Field permission that is conditionally visible when Voyager 2 is enabled in Automation Hub. When disabled for a role, AI Smart configuration is disabled in field settings and update domain actions are not available to those users.