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Calculus AI Prompt Builder

In this article, you will learn to create custom AI prompts that help tune Calculus AI to generate tailored responses based on the data.

S

Sreenivas K

21 Jan, 2025 - Updated 1 month ago

Feature Availability

Vtiger Editions: One Professional | One AI

Introduction

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.

Each custom prompt will have selected data attributes, guidance to help, and the model to which the prompt should be sent. Since the models are already trained on your Articles, FAQs, and Documents, the prompts can help give personalized responses for the selected data sent in the prompt.

Illustrative Use Case

A custom prompt to book a demo appointment with a selected contact.

Prompt Data & Guidance: The prompt can include contact details such as title or role, region, organization, industry, etc. The guidance could be to generate a short email to seek a demo appointment. Highlight the benefits of the product specific to this contact's role.

How it works?

Since the model is already trained on your documents (one of the documents should have details of your product's benefits for different roles), it can match the contact role and generate a short email message.

Benefits of Calculus AI Prompt Builder

The following are the benefits of Calculus AI Prompt Builder:

Generate personalized communications.
Get AI-generated insights and predictions
Focus on strategic tasks while AI handles repetitive queries.
Save time with quick and intuitive prompt generation.

In this article, you will learn about:

Creating a Prompt
Previewing Response
Data Privacy
Example Prompts

Creating a Prompt Template

You can install the Calculus AI add-on from the Vtiger Extension store.

Follow these steps to create a Prompt:

Log in to the CRM.
Click the Main Menu.
Go to the HelpDesk App.
Go to the Customer Service Analytics section.
Click Generative AI Designer. The Bot Management module opens.
Click on the Bot Setup tab.
Click Add Prompt.
Enter or select the following information:
1. Enter Prompt Name.
2. Select the Module. You can only insert the Data Templates of the selected module in the Prompt Data & Guidance box.
3. Select the Model (The query will be sent to this model. Private models should be selected if you are including data in your prompt).
4. Add the content in the Prompt Invocation Text box.
  1. Insert Data templates that you wish to send to the model (For example, Contact's Related Deals).
  2. Insert the guidance text. Describe to the AI model what you expect in response. Be as specific as possible (For example, if you are asking for an email draft, describe the tone you expect like formal, friendly, etc; or if you are expecting a chart in response, specify the type of chart).

Preview Response

Follow these steps to test the prompt and see its response:

Go to the Preview section.
Select a record.
Click the Preview button.

You will see the LLM response before saving the record. This will help you make corrections if necessary before using the content.

Modes in Prompt Template

The modes in the Prompt Template suggest if you want to apply your Prompts at a record or List Level.

Record Mode: When a Prompt is applied to a specific record in the CRM, it is called record-level mode. Here, you can click on a specific record. The Summary View of that record opens. You will find the Show Prompts icon which will open the Calculus AI window.

Prompts specific to this record will appear in the Calculus AI window.

And when you select the Prompt from here, the prompt will give its response in the same window.

List Mode: When a Prompt is applied to a list of records in the CRM, it is called List-level mode. Here, you can select a list of records and click the Calculus AI icon. Any List level Prompts created will appear in the Calculus AI window.

Note: The Prompts created in record mode will not appear in the List Mode and vice-versa.

Data Privacy

When including the data in the prompts, admins should choose the local private model to ensure that the data is not leaking to a public model.

Example Prompts

Draft an email to book a demo appointment
1. In the prompt, you can include the link to the article that has some information about the role-specific benefits. CalculusAI will check the contact's role, look for the right benefits for that role in the article, and draft an email.
Share a draft to request a follow-up meeting
1. By looking at the related deals and cases in the prompt, and your text guidance, the Calculus AI will prepare an email draft.
Which deals are more likely to close?
1. Calculus AI will identify the deals that are likely to close by examining the information in the prompt.

Data Template in Prompt Builder

You can create module-specific Data templates which will be easy to use while creating Prompts. When you select a module for creating a Data Template, the module-specific record fields will appear.

You can type the prompt in the Data Template field and select the record fields. For example, the First and Last Name will be added in this format - {SRECORD.firstname}, {SRECORD.lastname}. Once all the details are added that you want in the template, you can save by naming the data template.

This saved template will appear in the Prompt template drop-down.

Prompt Template in Prompt Builder

You can create a Prompt template from the saved Data template. When you select the module, you can select the saved data template from the Insert Data Templates drop-down.

When you select the saved template from the drop-down, the Prompt InvocationText field will auto-fill with the data from the data template. You can save the Prompt template by naming the Prompt for which you want to use it.

For example, If you want to create a Prompt template for drafting an email, you can create a template and save the template as a Draft email. You can use this template whenever you want to draft an email.

You can Preview the response from the Prompt Builder before saving it.

In the Prompt Builder and Data Templates, you can add a Merge Fields tab next to the Prompt Template Details tab. This lets you integrate merge fields directly into the prompt template creation and editing process without creating separate data templates.

You can access contextual assistance by providing relevant information through the AI assistant in your CRM or via your customer interactions through a chatbot.

You can perform various functions like:

Request a summary of a deal or contact
Identify customers who might be at risk
Find the best references for a particular deal to share with a customer
Enable your customers to check the status of their case or order
Let customers inquire about when a task will be completed

These features streamline the process of obtaining useful information and empower your customers to get quick answers to their questions.

Creating a Data Template in Prompt Builder

You can access the Prompt Builder through the Generative AI Designer module.

Follow these steps to create a Data Template in Prompt Builder:

Log in to the CRM.
Go to the Help Desk app.
Go to the Customer Service Analytics section.
Click Generative AI Designer. The Bot Management module opens.
Click the Bot Setup tab.
Click Prompt Builder.
Click Data Templates.
Click +Add Data Template. A Create window opens.
Add the Data Template Name.
Select the Status from the drop-down.
Select the Modules from the drop-down.
Type your query in the Template Content field.
Select the Merge Fields from the Record Fields drop-down. It will be added as Merge tags in the Template Content field.
Click Save.

The Data Template in Prompt Builder is saved. Once saved, it will appear in the Data Template List View with module and Status details.

Creating a Prompt Template in Prompt Builder

You can access the Prompt Builder through the Generative AI Designer module. You will find the Prompt Builder under the Bot Set up tab.

Let us see how to create a Data Template for the Contacts module.

Follow these steps to create a Prompt Template in Prompt Builder:

Log in to the CRM.
Go to the Help Desk app.
Go to the Customer Service Analytics section.
Click Bot Management. The Bot Management module opens.
Click the Bot Setup tab.
Click Prompt Builder.
Click Prompt Templates.
Click +Add Prompt. A Create Prompt template window opens.
Add a Prompt Name.
Select the Status from the drop-down.
Select the Module from the drop-down.
Type your query in the Prompt Template field.
Select the Data Template from the Insert Data Templates drop-down. The content from the Data template will auto-fill the Prompt Text field.

Note: Save the Prompt template using either one of the modes - Record or List. Follow the steps below to verify in each of these modes.

Enter or select the following Mode:
1. Record - If you select record mode, follow the below steps:
  1. Go to Contacts.
  2. Select a record from the List View. The Summary View of the record opens.
  3. Click the Show Prompts icon on the right side. The Calculus AI window opens.
  4. Select a Prompt template from the pre-built prompt drop-down in the Calculus AI window.
  5. Select the saved template from the drop-down. The response will be loaded and shown based on the selected template.
2. List - If you select List mode, follow the below steps:
  1. Go to Contacts.
  2. Select records within this range(0-20). The mass action icons will be displayed above.
  3. Select the horizontal three dots.
  4. Select Calculus AI. The Calculus AI window opens on the right side with the Enter you Prompt field at the bottom.
  5. Select the Prompt template from the drop-down.
  6. You will see the response on the screen based on the selected Prompt template.