Using GPT features in Vtiger Calculus

Sreenivas K

10 May, 2023 - Updated 4 months ago

Introduction

Calculus brings the power of Large Language Models (LLMs) models to the CRM for sales, marketing, and customer service teams.

Here are samples of GPT use cases for different teams.
For sales teams:

Email subject suggestions
AI-generated sales email drafts and email sequences
Summary of meetings, chats, and emails
Rephrasing sentences when composing a message

For marketing teams:

AI-generated marketing emails
Ad Copy suggestions
Creating images to be used in campaigns
AI-generated content for blogs

For customer service teams:

AI-generated summaries for cases and chats
Sentence construction - rephrasing and auto-completion
AI-generated replies based on knowledge from past cases and past orders
Creation of help documentation or Knowledge Base articles based on case summaries
Chat and case escalation based on sentiment

Availability

GPT is part of Vtiger's Calculus AI add-on and is available in Vtiger One and Vtiger Sales Professional and Enterprise Editions

Installing Calculus AI add-on

To start using Calculus GPT features, you need to install Calculus AI.

Step 1: Install the Calculus AI add-on (From the Add-ons page)

Note: Calculus AI add-on includes 10,000 free GPT tokens. You can purchase more tokens by installing the "Booster for 250K GPT tokens" (you can increase booster quantity from the billing page after installing).

Using Calculus GPT

For marketers:

When creating an email template, click the Calculus icon (). In the prompt window, describe the email you want GPT to draft (see tips below).
From the toolbar in the CRM, click on the Calculus icon for quick access to GPT for any query. (could be for creating a blog post, or getting ad copy suggestions, blog title suggestions, etc.)

For salespersons:

When sending an email to a contact, click the Calculus icon ().
When typing an email subject, click the Calculus icon to display alternatives for the email subject.
From the toolbar in the CRM, click on the Calculus icon for quick access to GPT for any query. (For example, you could learn more about problems specific to a customer's domain)

For customer service agents:

From the Live Chat console - when adding an internal note, click the Summary icon to insert the AI-generated summary of the conversation.
From the Live Chat console - Whether you are replying to a customer or in a live chat, click Rephrase to improve the text you just typed, before sending it to the visitor.

Tips to get more from Calculus GPT

Specific prompts yield better results

When you ask Calculus GPT to generate text, be as specific as possible about your need.

For example, if you are expecting GPT to create an email draft, then enter a few sentences -

Who is the email intended for (IT Manager, CEO, Project Manager )
What would you like to cover in the email
What action would you like the reader to take after reading the email
What is the persona of the email recipient (CEO, Salesperson)

Here are a few sample prompts:

Sample Prompt 1: As the CEO of Vtiger, write an email to be sent to sales leaders in manufacturing companies to highlight the benefits of CRM, with the call to action to get a tailored demo from one of our experts.
Sample Prompt 2: We sell California Oranges. Please write a compelling sales email with a call to action to buy a bag of 20 oranges for $10.

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