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AI Labs (Axiom's Advisor Innovation Labs)

Integration Name:

AI Labs

Integration Type:

Advisor Tools

Setting up the integration:

You will need to enter the token generated in your Redtail account within the appropriate area at AI Labs to begin using this integration. To obtain that token in Redtail, go to Manage Your Integrations:

manage_your_integrations.png

On the resulting page, locate the AI Labs block and select "Settings" from its Actions menu:

ai_labs_widget.png

You'll then see the below:

ai_labs_token.png

I've partially blurred the token generated within this Redtail account, but, as the instructions state above, you'll copy the token you see within your database here and paste it in the AI Labs screen requesting a token. This should enable the integration. 

Integration functionality:

The integration will allow you to link contacts between the two systems, and pull contact data and notes from Redtail CRM into AI Labs. You can contact AI Labs for more details, but below are two screenshots from their platform, indicating 1) where you can link a contact to Redtail, and 2) how Redtail Notes display in their platform:

ai_link_to_redtail.png

 

ai_redtail_notes.png

 AI Labs resources:

Website

Contact

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