Vtiger Editions: One Professional | One Enterprise | One AI
Vtiger's Calculus AI is a feature that leverages the power of artificial intelligence to optimize workflows and elevate the performance of sales, support, and coaching teams. It automatically takes inputs from the CRM to provide you with the best advice and solutions.
It guides your teams in:
Examples
The Calculus AI Add-on needs to be installed to seamlessly integrate the power of artificial intelligence into the CRM and enhance its capabilities.
The following features are supported by Calculus AI in Vtiger CRM:
The key components of Calculus AI are:
Natural Language Querying (NLQ) is a method of querying a database or system using natural language instead of structured query languages or specific programming languages with their syntax. NLQ enables users to interact with databases, search engines, chatbots, or other systems in a more intuitive and human-like manner, making it easier for non-technical users to retrieve information or perform tasks.
Calculus AI is supported by NLQ. This allows you to ask Calculus AI to perform actions such as creating records or displaying record summaries in the CRM. This feature uses GPT to extract relevant details from the CRM to create a record.
For example, the Ask Calculus AI feature supports NLQ commands to create a record. You can create contacts, tasks, events, or other records in the CRM. Consider this case. A command to create a $100k Opportunities related to John Smith for opening a new coffee shop and close the deal by 15th Aug this year will create a task record linked to a contact, John, with the exact start and end time. A command like ‘create an important meeting with Syria tomorrow at 11 AM for one hour will create a contact record with the name Syria with all the details mentioned.
The Ask Calculus AI feature also displays record summaries. You can use the /command in the Ask Calculus AI window to display information related to the record. For example, /sm Deals ACME will display deal records named ACME.
Ask GPT is a feature that allows you to fetch information using GPT services like OpenAI’s ChatGPT or Google Gemini. You can add any information except your Email ID and phone number. The prompts that you send will be monitored to track usage.
Generative AI is a field in Artificial Intelligence that creates new content, data, or media that resembles and even exceeds the original dataset. Generative AI models can create new data or outputs by learning patterns from the training data, whereas traditional AI methods analyze existing data.
Predictive AI is a field of artificial intelligence that uses historical data and statistical techniques to predict future events or outcomes. It uses machine learning algorithms that analyze historical data to identify patterns and relationships.
Generative AI | Predictive AI |
Generates new data samples based on the training provided. | Makes predictions based on historical data and patterns. |
Trained to learn the underlying patterns and characteristics of a dataset. | Trained to analyze historical data to identify patterns and relationships. |
They are used in image, text, music, and data augmentation. | They are used in sales forecasting, demand prediction, risk assessment, fraud detection, and personalized recommendations. |
The benefits of using Calculus AI are:
In this article, you will learn about:
Key Term | Definition |
Chatbot | A Chatbot, short for chat robot, mimics human-like conversations with users. |
Artificial Intelligence | Artificial Intelligence (AI) is the simulation of human intelligence in machines that are programmed to think, learn, and perform tasks that traditionally require human intelligence. |
Natural Language Processing | Natural Language Processing (NLP) is a subfield of computer science that is concerned with giving computers the ability to support and manipulate human language. |
Sentiment | Display of emotion in the form of emojis during the phase of a Deal. |
Conversation Timeline | A conversation timeline is a chronological, visual representation of all interactions and communications between a business and a customer. |
Engagement Score | Engagement score is a point added to a contact on every interaction. |
Deal Health | Deal Health refers to the status or condition of a sales deal or opportunity. It provides insights into the progress and likelihood of success for a deal. |
Let us learn about the features in Vtiger CRM that are supported by Calculus AI in detail.
Ask Calculus AI allows users to interact directly with Calculus AI through commands. The Ask Calculus AI feature is available for all modules in the CRM at the top of the screen. You can find the Ask Calculus icon on the top header of the screen. The icon will be available irrespective of which module you open.
As you type in the Ask Calculus AI textbox, prompt suggestions will appear to guide you on possible commands. For example, when you type Show, Calculus AI will suggest prompts like the following:
You can easily retrieve information from any record by using simple prompts in Calculus AI. For example, if you type a prompt like Case Summary in a Case record (in the widget), the record will display a summary of the case. This helps agents assigned to the case obtain case information quickly and efficiently.
The Best Time to Contact feature suggests the best time to reach a customer. Vtiger’s Calculus AI system recognizes the sequence of time intervals based on touchpoints such as incoming emails, phone calls, and email campaigns. Based on these timings, it complies with the customer's availability and suggests the same to you.
A green line above each time indicates the maximum and minimum possibility of reaching a contact at that time. It gives you the day and time to reach out to a contact, which can increase the probability of getting a response.
To learn more about the Best Time to Contact, click here.
To learn more about Calculus AI for Email Assistant to Recommend Content, click here.
Chatbots are AI applications that use NLP to understand and respond to user queries in human-like language. The Chatbot in Vtiger CRM reads your questions, compares them to the available FAQs in the CRM, and provides an appropriate response. You can find the Chatbot on the Website screen. Visitors to your website can click the Bot icon in the bottom right corner of the screen to look up information. When they type a question, the Chatbot will:
To learn more about the Chatbot, click here.
Calculus analyzes the conversations that you have with your customers. The content can come from voice recordings, transcripts, and emails. Based on the conversations, Calculus will provide suggestions for improvement.
With email tracking enabled, you can see when an email was sent, opened, and if any links within the email were clicked. Calculus AI uses artificial intelligence technology (AI) to analyze the content and context of emails.
Chat Analysis refers to the analysis of conversations between customers and agents. The content can come from voice recordings, transcripts, and emails. You can use the insights gained from the chat data to improve customer support, enhance agent performance, and understand customer needs. You can use Calculus AI to analyze conversations from the following channels:
Conversation Insights provides a detailed analysis of a deal record. It displays information regarding the Sentiments, Competitors, Deal Score, Predicted Closed Date, Conversation Timeline, and Touchpoint Summary.
The Conversation Timeline will help understand the conversations between customers and sales agents. This could be through Emails, Phone calls, Email Campaigns, Cases, Chats, Documents, Meetings, or Web Activity. Calculus AI in Deals analyzes the conversations for a deal and suggests Sentiments, Competitors, Deal Score, and Predicted Closed Date.
To learn more about Conversation Insights, click here.
Whether you are a manager, sales representative, or support representative, Calculus AI is meant for everyone! It provides two dashboards called Coaches and Players.
To learn more about Coaching, click here.
The Coaching module is designed to assess and analyze support agents' performance using voice calls, email, and chat metrics.
The Coaches Dashboard helps managers evaluate agent interactions and improve voice-based customer support. As a manager, you can view the details of your sales reps’ customer engagements through scorecards and ratings. This will help in reviewing their performance and suggest improvements, if any.
The Coaches Dashboard displays the following information:
Note: The Coaches dashboard is available for those in Admin or managerial roles only if a subordinate reports to you.
The Players Dashboard is for sales and customer support representatives. It shows your interaction summary, reviews, and ratings, and coaching materials suggested by your managers after the review. It helps you identify the improvements you must make in your emails and phone calls. You can also request your manager to review your emails and calls from the dashboard.
To learn more about Coaching, click here.
Calculus AI identifies human emotions in emails, helping us understand customers' responses to products or topics. Contact sentiment is classified based on the customer’s response to an email. It determines the customer’s satisfaction with a topic or product. The sentiment analysis service will predict the sentiment of the email and represent it with an emoji.
To learn more about Contact Sentiment, click here.
Calculus AI Score rates a deal on the following four factors:
The Journey Tasks feature guides sales reps with the tasks they need to perform to advance towards the next deal stage. As a sales manager (and a CRM admin), you can set up Journey Templates and suggest journey tasks to sales reps. Sales reps get timely reminders of journey tasks, ensuring they help your clients through the buying process without any slips.
To learn more about Journey Templates, click here.
As a sales manager, you can get a bird’s-eye view of conversations in a deal. All you need to do is configure signals. Signals are used to categorize the spoken and written content (in phone calls and emails), and Calculus AI uses Natural Language Processing (NLP) to categorize. You can also configure email templates and text suggestions in a signal.
The Similar Record Stopwords tab in the Calculus AI Settings page will prevent the display of records with similar keywords. When you add a keyword in the Stopword Settings, the CRM will not display records with similar keywords. Usually, similar Records are available in the Deals and Organizations modules.
The One View > Similar Record widget displays all the records with similar keywords. Once added, a zero-frequency cron will be scheduled, and you will not see the Similar Records.
The Generative AI Designer in Vtiger CRM is a centralized hub for managing bot interactions. You can find all GPT-related queries from Live Chat, Cases, Websense, and NLQ in a single place - the Generative AI Designer dashboard. The Bot responds to queries from users by accessing various sources such as FAQs, articles, websites, etc. You can use Generative AI to train your Chatbot to provide better responses by:
Predictions help anticipate likely problems before they occur, allowing for proactive actions to be taken on time.
Vtiger Prediction AI Designer is an advanced AI-driven feature that helps you forecast outcomes, improve decision-making, and optimize workflows. It enables you to build predictive models within Vtiger CRM, allowing you to analyze historical data and anticipate future trends. CRM Admins and users with access can add new predictions for any field in a module, using the Prediction AI Designer.
To learn more about the Predictive AI Designer, click here.
Vtiger Insights Designer helps you analyze vast amounts of data and build custom reports. The feature provides full control to CRM users to build specific BI reports suited to their needs.
Using the Insights Designer, you can:
Insights Designer can be used in a wide range of industries.
To learn more about the Insights Designer, click here.
Calculus AI in Live Chats lets you insert responses to your chats. You can insert the response while replying in the chat. You can also shorten the response by clicking the Shorten it option. Replies are configured using GPT.
Calculus AI in Cases lets you insert responses in chats related to cases. You can insert the response while replying. You can also shorten the response by clicking the Shorten it option. Replies are configured using GPT.
Natural Language Query (NLQ) is a question or statement that uses everyday language, spoken or written by a human, instead of technical syntax or programming language. NLQ makes it easier for non-technical users to interact with databases and other systems in a human-like way.
Instead of learning complex query languages or database structures, you can simply ask questions or provide statements in your own words, similar to how you would communicate with another person. You can create records or display record summaries using NLQ commands. This feature uses GPT to extract relevant details from the CRM to create a record.
To learn more about NLQ, click here.
AI-driven techniques in Calculus AI enhance sales processes, analytics, and decision-making. Calculus AI empowers your teams to make data-driven decisions, optimize sales processes, and drive business growth. Your sales teams can be successful in today's competitive marketplace by leveraging features like Predictive Analytics, Lead Scoring, Pipeline Management, Sales Forecasting, Automated workflow, customer insights, and performance analytics.
Calculus AI for sales managers:
Calculus AI for sales reps:
Calculus AI uses machine learning models to improve prediction accuracy and recommendations. To learn more about the Sales process, click here.
Calculus AI techniques, such as derivatives and integrals, are used to analyze the performance of customer support processes and systems. You can:
For customer support managers:
For customer support agents:
Here are some common issues that users encountered while using Calculus AI.
Check out the following links for related information: