User Guide for Calculus AI

Lavanya R

24 Apr, 2024 - Updated 6 months ago

Introduction

Calculus AI is Vtiger CRM’s AI tool. Calculus AI automatically uses inputs from the CRM to provide the best advice and solutions to your sales and support teams. It guides your teams in:

Have meaningful conversations with your customers.
Offer an experience that will satisfy customers and earn their loyalty.

Calculus AI for Sales

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.

Calculus AI for Customer Support

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.

Click here to learn more about Calculus AI.

Features Supported by Calculus AI

The following are the features of Calculus AI:

Calculus AI Score: The Calculus AI Score rates a deal based on four factors: Engagement Score, Sentiment Score, Fir Score, and Authority Score. Click here to learn more.
Journey Tasks: This is a way to guide sales reps with the tasks they need to perform to advance toward the next deal stage. Click here to learn more.
Signals: Signals in Calculus AI uses NLP to categorize the spoken and written content in phone calls and emails. Click here to learn more.
Calculus GPT: Calculus GPT is a generative AI based on Generative Pretrained Transformer (GPT) or large language (LLM) models. Calculus GPT can generate email drafts, chat replies, rephrase texts, create summaries, and more. Click here to learn more.
Calculus AI for Email and Call Analysis: Calculus AI can track email and phone interactions with leads and customers. Click here to learn more.
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. Click here to learn more about Coaching.
Calculus AI for Email Assistant to Recommend Content: The Email Assistant tool uses artificial intelligence to recommend content based on an email's emotion and keywords. Click here to learn more.
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. Click here to learn more.
Contact Sentiment: Calculus AI identifies human emotions in emails, helping us understand customers' responses to products or topics. Click here to learn more.
Best Time to Contact: The Best Time to Contact feature suggests the best time to reach a customer. Click here to learn more.
Ask Calculus AI: Ask Calculus AI allows users to interact directly with Calculus AI through commands or simple English. Click here to learn more.
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. Click here to learn more.
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. Click here to learn more about Deal Health.
Chatbot: Chatbots are AI applications that use NLP to understand and respond to user queries in human-like language. Click here to learn more about Chatbot.
Calculus AI Prompt Builder: Calculus AI Prompt Builder allows the CRM admins to create custom AI prompts that help tune Calculus AI to generate tailored responses based on the data and the guidance included in the prompt. Click here to learn more about Calculus AI Prompt Builder.

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