Voyager 2 is a credit-based chargeable add-on for all Tiers. All customers are assigned a bank of free credits (the quantity depends on your Tier) and additional credits are billed once the free credits have been used.
Overview
Voyager II AI now builds and maintains Account Hierarchies. From any Account record, Voyager AI can detect missing parent or subsidiary companies, suggest the correct corporate structure, and let users apply those changes to the Org Chart in a guided preview-and-confirm flow.
Existing companies are linked through Parent Account relations, and unknown companies can be added as Ghost Accounts that can be promoted to real Account records when the user is ready.
When the AI Record Assistant and the AI Relationship Charts Agent are enabled in the Automation Hub and the user’s Role gives them access to Voyager II features, and both the Record Detail Widget and Org Charts are visible for the selected Account Type, Voyager II AI runs a Quick Check on the Account.
Update Account Hierarchy Suggestion
If the Quick Check finds that the existing hierarchy is incomplete or outdated, a new enrichment suggestion Update Account Hierarchy appears on the Detail tab.
Clicking the suggestion takes the user directly to Org Chart → Account Hierarchy.
When the user opens the Account Hierarchy view, a banner indicates that Voyager AI has detected changes worth reviewing.The banner shows an AI Credits info icon indicating how many credits the deeper analysis will use. Clicking on Analyze performs a deep analysis of the current Account Hierarchy and switches the chart into Preview mode when complete.
Preview Mode
Preview mode displays the proposed company structure for the selected Account, including existing linked records, existing Account records not yet linked, and new records suggested by Voyager II. The AI Credits icon shows the credits spent on the analysis. Records that were not previously part of the hierarchy are tagged ADDED above the card.
Create Records is available when at least one suggested record does not yet exist in the database.
Apply Changes is available when every proposed record already exists; selecting it links the records according to the proposed structure and reloads the hierarchy.
Hide Changes returns to the normal view while caching the proposed structure. A Show Changes action then lets the user reopen the cached preview until the record is reloaded.
Account cards in Preview mode
Existing Account records use the standard Account card, however the Open Org Chart, Show Opportunities where this Account has participated, and Show Interactions with this Account are hidden in this view.
Records suggested by Voyager AI that do not yet exist in the database appear as Ghost Accounts — placeholder cards marked with a ? icon and the suggested account name. Ghost Accounts are not accessible from other parts of the application; they exist only inside the proposed structure until promoted by creating an Account record.
Ghost Account actions
Promote Account → New opens the Create new Account dialog and replaces the Ghost Account with the new real record.
Promote Account → Existing opens the Add Existing dialog (single selection) and replaces the Ghost Account with the chosen record.
Edit opens a dialog for changing the suggested account name.
Delete removes the Ghost Account from the proposed structure.
The side panel for a Ghost Account shows the account name and the Parent and Child relations within the proposed hierarchy.
Create Records dialog
The Create Records action opens a dialog similar to the Account import accept step, listing all Ghost Accounts from the proposed structure. The list shows the total number of valid records and a filter with Show Valid and Show Invalid options. The available and default columns match the Account Import screen. Each new Account defaults to the same Account Type as the currently opened record.
Selecting a record opens a side panel with the record form, which adapts to the chosen Account Type. Accept Selected creates the selected Account record(s); Reject Selected removes them from the list. Per-row Accept and Reject actions are also available. Duplicate handling works the same as in standard Account Import.
Apply changes performs the suggested action, closes the dialog, and reloads the Account Hierarchy. Cancel returns to Preview mode without creating any records. If Apply Changes is used while some records are still unaccepted, a confirmation dialog informs the user before proceeding.
Enabling the AI Relationship Charts Agent
The AI Relationship Charts Agent is available in the Voyager 2 section of the Automation Hub, placed at the bottom of the list. It’s this agent that enables the option to create or update relationship charts such as Account Hierarchies when enabled for the user’s Role. The agent is turned off by default. Enabling it activates the related Account Hierarchy functionality across the product.
User Roles — AI Relationship Charts Agent feature
The AI Relationship Charts Agent feature is available on the User Role configuration screen, added at the bottom of the Voyager 2 AI section. Enabling the feature for a role activates the related Account Hierarchy capabilities for users assigned to that role.