Request access to the smartAI suite from your Access account manager.

Once Access have activated the feature, a user without the ‘View Tools-Integrations Menu’ restriction against their role can navigate to ‘Tools > Integrations’ where a new tab of ‘smartAI’ is available.

The integration fields for smartAI function in the standard manner as in other integrations (and their tabs) that your ARCRM maybe connect to.

The contents of each field will be setup by Access during go-live with smartAI.

The fields provide the connectivity details for the ARCRM to smartAI in a secure and safe environment.

It is important the contents are not modified or removed unless specifically confirmed and agreed with Access and/or smartAI.

If the smartAI integration is correctly enabled for your ARCRM, navigating to ‘My Actions > Saved Tag Files > and selecting a saved tag file, a new option under the ‘Action’ button of ‘smartAI to Reconnect’ can be found.

By clicking the new option, a check will be made for the existence of applicant records in the selected saved tag file. If no applicants exist, the following message will be displayed, and no further action can be taken.