Configuring Advanced Approval Management AI

  • Release version: Australia
  • Updated June 30, 2026
  • 1 minute to read

    • Install and set up the Advanced Approval Management AI application, which enables advanced approval users to manage quote approvals by using an MCP-compatible client such as Claude.

    Configuration overview

    1. Install Advanced Approval Management AI.
    2. Connect Sales CRM server to an AI assistant.