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User Guide for Calculus AI

Lavanya R

14 Mar, 2025 - Updated 1 month ago

Feature Availability

Vtiger Editions: One Professional | One Enterprise | One AI

Introduction

Vtiger's Calculus AI leverages the power of artificial intelligence (AI) to optimize workflows and elevate the performance of sales, support, and coaching teams. It guides your teams in having meaningful conversations with your customers and offer an experience that will earn their loyalty.

Use Cases

Calculus AI empowers sales teams with predictive lead scoring, personalized recommendations, and accurate sales forecasting, enabling them to prioritize leads, close deals faster, and focus on high-value opportunities.
Calculus AI helps your customer support by automating repetitive tasks, offers instant solutions, and analyzes customer behavior to deliver proactive, efficient support, leading to faster resolutions and higher customer satisfaction.
Calculus AI aids coaching by providing performance analytics, tracking team metrics, and identifying improvement areas, allowing managers to deliver targeted training and drive continuous team improvement.

You can install the Calculus AI Add-on and seamlessly integrate the power of artificial intelligence into the CRM.

Benefits of Calculus AI

The following are some of the benefits of using Calculus AI in Vtiger:

Users can query CRM data using natural language, eliminating the need for complex filters or SQL queries.
Automate tasks like creating records, generating reports, and summarizing deals, saving users significant time.
Users can quickly get answers to customer-related queries, such as deal status, contact history, or task updates.
Analyze data to identify trends and forecast customer behavior, enabling proactive strategies.

In this article, you will learn about:

Features of Calculus AI for Sales
Features of Calculus AI for Support
Features of Generative AI
Features of Predictive AI
Coaches and Players Dashboard

Key Terminology

Field Name	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	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.

Calculus AI for Sales Features

This refers to applying Artificial Intelligence (AI) techniques, particularly those inspired by calculus principles, to enhance sales processes, analytics, and decision-making.

AI-driven capabilities empower sales managers to make data-driven decisions, optimize sales processes, and drive business growth. By leveraging predictive analytics, Lead Scoring, Pipeline Management, Sales Forecasting, Automated workflow, customer insights, and performance analytics, sales managers can effectively lead their teams to success in today's competitive marketplace.

Let us take a closer look at what Calculus AI offers for sales in Vtiger.

Calculus AI for Email and Call Analysis

Calculus AI can track email, chat, and phone interactions with leads and customers.

Email Analysis

With email tracking enabled, you can see when an email was sent, and 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

Chat Analysis refers to the analysis of conversations in Live Chat sessions or chat interactions between customers and agents. Chat Analysis aims to gain insights from the chat data to improve customer support, enhance agent performance, and better understand customer needs.

Voice Analysis

Voice Analysis refers to using artificial intelligence (AI) and voice recognition technologies to analyze and extract insights from recorded voice interactions, such as phone calls with customers. With Voice analysis, phone calls can be automatically transcribed into text to enable keyword and sentiment analysis. It helps identify frequently used keywords or phrases in voice conversations to understand customer needs.

To learn more about Calculus AI for Email and Call Analysis, click here.

Calculus AI for Email Assistant to Recommend Content

The Email Assistant tool uses artificial intelligence to recommend content based on an email's emotions and keywords. The Email Assistant tool uses artificial intelligence to recommend content based on the keywords and emotions in the email. You can find it in the Coaching, Contacts, and Deals module. This functionality can be used by anyone who communicates directly with clients via email.

To learn more about Calculus AI for Email Assistant to Recommend Content click here.

Contact Sentiment

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.

Best Time to Contact

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 compiles 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.

Chatbot

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. When a visitor visits your website, they can click the Bot icon on the bottom right corner of the screen. Just type your question in the Chatbot message field and hit send. Our Chatbot will analyze your query and check questions with similar words or phrases for similar ones in our FAQ. It will fetch and display the answer in a jiffy.

To learn more about Chatbot click here.

Calculus AI for Customer Support Features

Calculus AI takes input from FAQs, articles, and Live Chat queries to answer. Calculus AI techniques, such as derivatives and integrals, can be used to analyze the performance of customer support processes and systems. can be used in data analysis to extract insights from customer support data.

Let us take a closer look at what Calculus AI offers for customer support in Vtiger.

Coaching

The Coaching module is designed to assess and analyze support agents' performance using voice calls, email, and chat metrics. It helps managers evaluate agent interactions and improve voice-based customer support. 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.

To learn more about Coaching, click here.

Conversation Insights

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. When the Deals are Calculus enabled, it will analyze all the conversations about a deal and suggest Sentiments, Competitors, Deal Score, and Predicted Closed Date.

To learn more about Conversation Insights, click here.

Generative AI

Generative AI is a field in artificial intelligence(AI) 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.

Let’s take a look at Vtiger’s generative AI features.

Ask Calculus AI

Ask Calculus AI allows users to interact directly with Calculus AI through commands or simple English.

The Ask Calculus feature is available for all modules in the CRM on 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.

To learn more about Ask Calculus AI, click here.

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. Vtiger CRM Deal Health is a scoreboard that is displayed for every deal in the CRM. It is symbolic of the performance and the probability of closing a deal. Its resultant scores are based on the analysis of various Calculus factors.

Deal Health displays Deal Score, Predicted Close Date, Engagement Score, Sentiment Score, and Conversation Insights. Deal Score tells you the probability of achieving the deal and is a measure between 0 to 100. This data is procured by Calculus AI and is based on historical deals and the activities on the particular deal.

To learn more about Deal Health, click here.

NLQ Support in Calculus AI

Natural Language Querying (NLQ) is a method of querying a database or system using natural language instead of structured query languages or specific programming syntax. You can create records or display record summaries NLQ commands. This feature uses GPT to extract relevant details from the CRM to create a record.

You have the following four tabs in the Ask Calculus AI window:

Query
Summarize or Search
+Create
Ask ChatGPT

To learn more about NLQ, click here.

Chatbot

To learn more about Chatbot, click here.

Predictive AI

Predictive AI is a branch of artificial intelligence (AI) that uses historical data and statistical techniques to predict future events or outcomes. It gathers information relevant to the problem from various sources such as databases, sensors, or external sources.

Predictive AI is built using machine learning algorithms that analyze historical data to identify patterns and relationships. Predictions help anticipate likely problems before they occur so that proactive actions can be taken in time. CRM Admins and users with access can add new predictions for any field in a module, using the Prediction AI Designer. Let’s take a look at Vtiger’s predictive AI features.

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.

Vtiger CRM Deal Health is a scoreboard that is displayed for every deal in the CRM. It is symbolic of the performance and the probability of closing a deal. Its resultant scores are based on the analysis of various Calculus factors. Deal Health displays Deal Score, Predicted Close Date, Engagement Score, Sentiment Score, and Conversation Insights. Deal Score tells you the probability of achieving the deal and is a measure between 0 to 100. This data is procured by Calculus AI and is based on historical deals and the activities on the particular deal.
To learn more about Deal Health, click here.

Prediction Designer

Predictions help anticipate likely problems before they occur so that proactive actions can be taken in time. CRM Admins and users with access can add new predictions for any field in a module, using the Prediction AI Designer.
Prediction Types & Use Case

Classification Prediction: This is useful for predicting one of the predefined values.
1. Will the customer renew? (Yes/No)
2. Will the invoice be paid on time? (Yes/No)
3. Will the task be completed by the due date?
4. Will the Case be resolved within SLA time?
Continuous Variable Prediction:
1. Predict the task completion date
2. Who should the deal be assigned to?
3. Who should the lead be assigned to?

To learn more about Prediction AI Designer, click here.

Coaches and Players Dashboards

Whether you are a manager, sales, or support representative, Calculus AI is meant for everyone! It provides two dashboards called Coaches and Players.

Coaches Dashboard

The Coaches dashboard is for managers. With the aid of conversational analysis and flagging, Calculus AI turns managers into coaches. 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.

You will have the following information on the Coaches dashboard:

Phone calls and emails that you need to review
Talk-to-Listen ratio
Mood chart
Rate of Speech chart
Charts showing the sales and support reps’ performance trend over time
Topic suggestion for the next coaching session

Note: The Coaches dashboard is available if your subordinates report to you.

Players Dashboard

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.

References

Check out the following links for related information: