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Using GPT features in Vtiger Calculus

S
Sreenivas K
24 May, 2024 - Updated 1 month ago
Table of Contents

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:
  1. When creating an email template, click the Calculus icon. In the prompt window, describe the email you want GPT to draft (see tips below).
 
  1. 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:
  1. When sending an email to a contact, click the Calculus icon.
  2. When typing an email subject, click the Calculus icon to display alternatives for the email subject.
  1. 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:
  1. From the Live Chat console - when adding an internal note, click the Summary icon to insert the AI-generated summary of the conversation.
  2. 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.

Tokens in Calculus GPT

Tokens are chunks of text into which a given input or output is divided. Calculus GPT uses Natural Language Processing and Machine Learning languages, where a token can be as short as one character or as long as one word.

For example, ChatGPT is Great! can be tokenized into the following tokens:

  1. Chat
  2. G
  3. PT
  4. is
  5. Great
  6. !

Each token corresponds to a meaningful unit in the text. Spaces are usually tokens themselves, and punctuation marks can be separate tokens or part of adjacent words.

When interacting with language models, being mindful of token limits is important. If a conversation or input exceeds the maximum token limit, it might need to be truncated, omitted, or otherwise adjusted to fit within the model's constraints.

With the Calculus AI add-on, you get 10,000 tokens of credit. You can add more tokens by purchasing one or more quantities of the Booster for 250K GPT Tokens.

Token Pricing

Here are the Pricing details of tokens in Vtiger CRM:

The price is $10 for 250K tokens.

One can purchase a maximum of 25 quantities.
1 quantity = 250K tokens = $10


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.

External Resources

  1. 8 Prompting Techniques you need to learn
  2. Awesome GPT Prompts
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