Henry AI
Henry AI is the built-in AI assistant in WiseParts. It appears across the platform to help with form filling, writing, customer analysis, and voice transcription.
Where Henry AI Appears
| Area | What It Does |
|---|---|
| Activities | Voice and text assistant that fills activity report forms conversationally |
| Conversations | Draft replies, improve text, summarize threads, and auto-tag messages |
| Customer Insights | AI-generated sales analysis and customer summaries |
| Text Fields | Improve, expand, translate, or change the tone of any rich text |
| Audio | Transcribe voice messages and voice input automatically |
Activity Report Assistant
When creating an activity report, Henry AI can fill the form through a conversation instead of manual field entry.
Two modes are available:
- Form mode — AI asks targeted questions to fill specific form fields. It groups related questions to keep the conversation short.
- Dynamic mode — Free-form conversation for open-ended data collection when you're not sure what to capture.
Both modes support voice input — speak your answers and Henry AI fills the form automatically.
Conversation AI
In the Conversations inbox, Henry AI provides quick actions when composing replies:
- Draft — Generate a complete reply based on conversation context
- Improve — Enhance your existing text
- Expand — Add more detail to a short response
- Change tone — Adjust from casual to professional or vice versa
- Translate — Convert to another language
- Summarize — Condense a long thread into key points
Additional automated features (if enabled by your administrator):
| Feature | Description |
|---|---|
| Auto-tagging | Incoming messages are automatically tagged by topic |
| Audio transcription | Voice messages are transcribed to text |
| Conversation summaries | Threads get an AI-generated summary |
Customer Insights
When viewing an activity linked to a customer, Henry AI provides a sales analysis card with:
- Executive summary of the customer's sales situation
- Identified issues, concerns, and pending topics
- References to recent activity reports
- Audio playback of the analysis
The analysis is cached daily to conserve credits — requesting it multiple times on the same day doesn't cost extra.
Text Assistant
Any rich text field in WiseParts has access to Henry AI. Click the AI button to:
- Improve or expand what you've written
- Change the tone
- Translate to another language
- Generate content from a prompt
This works in notes, descriptions, custom fields, and anywhere you see a rich text editor.
Requirements
| Requirement | Details |
|---|---|
| Feature enabled | Henry AI must be activated for your organization |
| Credits available | Each AI interaction consumes credits from your plan |
| Supported languages | English, Portuguese, Spanish, French |
Credits
Every AI interaction consumes credits from your plan's monthly allowance. Text-based interactions (drafts, replies, form fills) cost 1 credit each. Voice features (transcription, text-to-speech) cost more based on duration.