^{Calculus GPT - Generative AI feature in Calculus AI} 

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FAQs

• What is Calculus GPT? 
  • It is a generative AI feature in Vtiger’s Calculus AI. It is based on Generative Pretrained Transformer (GPT) or Large Language (LLM) models. You can use Calculus GPT to generate email drafts, chat replies, rephrase texts, create summaries, and more.

• What Generative AI features are available via Calculus AI?
  • Calculus AI offers many features, some of which are driven by Generative Pretrained Transformer (GPT) models (aka Large Language Models, LLM). Calculus GPT can be used in generating email drafts, generating replies, rephrasing texts, creating summaries, and more. 

• How will GPT models know about my company? Can GPT models learn about my business?
  • GPT models are built to ‘crawl’ all pages publicly available on the internet for information. If the information about your company is publicly available (website, articles, blogs, help documentation, forums, social media, etc.) and 3rd party websites, it will learn from it.
  • You can also fine-tune GPT models by feeding information specific to your company, products, and services. This will help the GPT model learn about your offerings and create responses based on that information. 
  • Vtiger offers professional services to help build fine-tuned models based on your data.  For example, Chat GPT doesn't have access to your company data. It might not know enough about your company to provide the pitch, but it might help you create the correct pitch with your input.

• Can GPT create/write a sales pitch for me? 
  • No, GPT cannot create a sales pitch since it cannot access relevant company data. GPT can definitely help you to improve the quality of your pitch or your response based on your query.

• Does Calculus AI use external GPT models?
  • Calculus AI  can be configured to use a specific Large Language Model such as Open AI’s GPT3.5 or Google Bard for the generative AI features. CRM Administrators can choose the model from the Calculus AI GPT Configuration page. 
  • Calculus AI also supports fine-tuned models that are trained on your data. Vtiger offers professional services to help build fine-tuned models based on your Knowledge Base.
  • By default, it uses Open AI’s GPT3.5, which is an LLM trained on public data available before June 2021. 

• What about privacy? How is my data protected when I use GPT in Calculus AI? Is our data sent to external services such as ChatGPT or OpenAI?
  • Your data is secure. No data is sent back to external services such as ChatGPT or OpenAI.
  • Vtiger automatically redacts confidential information such as email addresses and phone numbers before sending queries and prompts to externally hosted GPT models.

• Will the GPT feature in Calculus AI work for all languages, including English?
  • Yes, the default GPT models are trained to read publicly available text. Since a lot of content is publicly available in many languages (Spanish, German, French...), the GPT models provide reasonably good responses in most of these popular languages. 

• Does Calculus AI compose an answer for a Case or a Chat message from existing case history or public information? Can it access my internal knowledge base?
  • The default model (GPT3.5) creates answers or responses by referring to the publicly available information. Vtiger offers professional services to create a fine-tuned model that will access information within CRM (Articles, documentation, FAQs) and respond accordingly. 

• Can Calculus AI access my internal documentation, knowledge base, or help documentation?
  • The default model (GPT3.5) creates answers or responses by referring to the publicly available information. Vtiger offers professional services to create a fine-tuned model that will access information within CRM (Articles, documentation, FAQs) and respond accordingly.

• How do I ensure GPT provides the correct responses about my business and processes?
  • GPT must be trained to provide accurate responses or solutions according to your business and processes. 
  • To ensure that GPT is giving the right answers, the fine-tuned model training data must be large and accurate.

• Can Calculus AI utilize existing CRM data in a prompt? Does Calculus AI have access to the actual data within the CRM?
  • Yes, for queries that are based on CRM data, Calculus AI looks at existing data in the CRM. Calculus AL will generate a better response for these queries.
  • For example, when prompted to get the Case or Chat Summary, Calculus AI will access the conversation text in the Case or Chat.  
  • Custom-trained or fine-tuned models must be developed for some queries. Here are examples for which the AI needs custom training:
    • Write a sales pitch for John based on the data available in Contacts. 
      • What parameters in the Contact should Calculus AI look at other than name and email? 
      • Should it look at the city to match products? 
      • Should it look at related products, etc? 
    • Write me a summary of the conversation in case# CC123456.
  • Note: Vtiger offers professional services to build custom models. 

• Do you offer professional services to train/fine-tune the GPT model on our data? 
  • Yes, Vtiger offers fine-tuning service. Please email [email protected] for more information. 

• Can Calculus GPT reply to my email when I'm not at my desk? Will GPT be able to reply to my emails when I'm not at my desk?
  • No, automated replies are not enabled for emails as of now. Auto replies are only enabled for messages coming to Chatbot. While automated email replies are possible, generative AI capabilities are not advanced to be relied upon blindly. Human supervision is still required. Also, to respond to the email, the AI models will need information that might not be available publicly.  
  • What you can do, though, is click the Calculus icon while writing an email. In the prompt window, describe the email you want GPT to draft, and GPT will give you a draft for your email.

• Can you use Calculus AI to create Tasks, Events, or something similar in the CRM? Can Calculus AI pull information from other modules as per your request? 
  • It can convert natural language statements into actions. If you ask Calculus a query like, “Create a deal for $50,000 linked to John at XY Corp”, then it will create a deal linked to contact John and the organization, XY Corp. 

• Does the integration with GPT require the customers to have Calculus AI already in use in their instance?  Do I need Calculus AI in the CRM instance to use GPT?  
  • Yes, you need to have installed the Calculus AI to use GPT. 
  • Calculus AI includes the GPT feature by default, but you must buy the Calculus AI Add-on and additional GPT tokens.

• What is the cost of the GPT integration? How much does GPT integration cost?
  • Calculus AI includes GPT integration by default, but you must buy the Calculus AI Add-on and additional GPT tokens.
  • Generative AI features (GPT) are charged based on tokens used in the prompt and response. 1000 tokens roughly equate to 750 words. 10,000 tokens are included by default with Calculus AI. You can purchase additional tokens via the Booster for GPT tokens. 

• I don’t see the Calculus GPT icon in my CRM. Is this a paid add-on?
  • Yes, it is. Calculus AI includes GPT integration by default. Please install Calculus AI from the Add-ons marketplace (Main menu > Add-ons).  For more details, please refer to this article. 

• What are the fees for using generative AI features? 
  • Generative AI features are charged based on tokens used in the prompt and response. 1000 tokens roughly equate to 750 words. 10,000 tokens are included by default with Calculus AI. You can purchase additional tokens via the Booster for GPT tokens. 
  • Note: Some models are priced higher than others. 

• Does the Calculus AI add-on price of 12$ per user per month apply to all users?
  • Yes, the add-on price applies to all the users (Single-app and Standard users).

• Should I pay for the Calculus AI add-on and the GPT tokens separately? Does the price for the Calculus AI add-on include the GPT tokens?
  • Yes, you have to pay for Calculus AI and the GPT separately. 
  • The Calculus AI feature includes AI-guide selling features such as Deal Scoring, Deal recommendations, Conversational Analysis for Sales Coaching, Sentiment Analysis, Deal/Contact Summary, and more. These features do not consume tokens. 
  • Tokens are only used for generative AI features such as creating email drafts, generating replies for a case/chat, rephrasing text, generating a summary for chat/email conversations, etc. 10,000 tokens are included by default, and additional tokens can be purchased by installing the ‘Booster for GPT tokens’.

• What's the price to increase tokens?
  • You need to pay $10 for 250,000 tokens. This increases the number of tokens you can use.

• How do I use GPT tokens?
  • GPT tokens are added to a common pool and shared by all users in the CRM. The tokens are consumed when users use generative AI capabilities such as email drafts, email subject suggestions, chat/case summaries, replies, or rephrasing text. 
  • Token usage is logged and can be viewed by the admin from the GPT Usage tab in Calculus AI settings. 

• How do I know how many GPT tokens I have used?
  • Token usage is logged and can be viewed by the admin from the GPT Usage tab in Calculus AI settings. 

• Can I use the tokens to create help documentation or Knowledge Base articles from cases?
  • You can use the Create FAQ button on a Case to generate the FAQ draft through Calculus AI.

• Can I use tokens to write summary commands? For example, "/sm contact john smith".
  • No, Summary commands are served using CRM APIs. They do not use GPT tokens.

• Will the Calculus AI work on the Chat/Whatsapp channels of the CRM?
  • Yes, Calculus GPT, the generative AI feature, is available in Live Chat (Reply, Rephrase, Summary) for all channels, including Facebook Messenger, Whatsapp, and Web chat. 

• Can I integrate my existing Open AI GPT 4 account and APIs with Vtiger CRM? 
  • No, you won’t be able to integrate your GPT4 account with the CRM. This facility is not currently available. 

• Is there a dedicated AI live chat agent who can constantly respond to basic questions in Live chat?
  • With Live Chat Add-on and Calculus AI Add-on, you have a conversational bot ready to deploy to your customers. To train the bot with your knowledge base, Vtiger offers professional services to build a fine-tuned model.

• Can I automatically send an FAQ (in a reply) matching the contents of an incoming email for a case? 
  • Yes, you can automatically send an FAQ (in a reply) matching the contents of an incoming email for a case.

• Explain how I can automatically send an FAQ (in a reply).
  • You must set Case Category and Subcategory for incoming emails in Calculus GPT settings. 
  • Calculus GPT reads the content of the email and finds matching FAQs using Category and Subcategory.
  • If a matching FAQ or FAQs are found, the links are sent in an email to the customer. Clicking the link will take the user to the KB page with the FAQ link.
    • Note: You need to activate Calculus GPT to use this feature.