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.

How it works

Benefits

• Generate personalized communications.
• Get AI-generated insights and predictions.

Feature Availability

• Prompt Builder comes included in Calculus AI add-on,
• Calculus AI add-on is included in the Vtiger One AI edition, and available as a paid add-on in Professional Editions.

Creating a Prompt Template

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to the HelpDesk App.
4. Go to the Customer Service Analytics section.
5. Click Bot Management. The Bot Management module opens.
6. Click on the Bot Setup tab.
7. Click Add Prompt.
8. 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

1. Go to the Preview section.
2. Select a record.
3. Click the Preview button.

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. 

Any Prompts specific to this record will show up 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

1. 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.
2. 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.
3. 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.