Calculus AI for Support Team Configuring Signals using Calculus AI Calculus AI for Sales Natural Language Query (NLQ) Using Calculus AI in Cases Calculus AI in Live Chats Calculus AI for Email Assistant to Recommend Content Contact Sentiment Conversation Insights Calculus AI in the Coaching Module Coaching Module Best Time to Contact Ask Calculus AI Calculus AI for Email and Call Analysis AI Widgets in Vtiger CRM

 

Feature Availability

Vtiger Editions: One Growth | One Professional | One Enterprise | One AI

Introduction

Calculus AI is Vtiger CRM’s built-in artificial intelligence engine. It helps businesses analyze conversations, understand user intent, score deals, and assist users through AI-powered features. 

The Calculus AI Settings page lets you configure how AI behaves across the CRM to deliver accurate insights, smarter automation, and consistent responses.

Benefits of Calculus AI Settings

The benefits of using Calculus AI settings are:

• Centralized AI Management: Configure and control all AI behaviors across the CRM from a single settings page.
• Improved Productivity: Reduce manual effort with AI-powered prompts, commands, and natural language interactions.
• Smarter Decision-Making: Use AI-driven signals and scoring to prioritize deals and respond proactively.
• Consistent Communication: Ensure AI-generated responses follow a unified tone and business standards.
• Better Data Quality: Improve record matching and reduce duplicates using intelligent stopword management.

In this article, you will learn about:

• Accessing Calculus AI Settings
• Managing Signals 
• Scoring 
• Features 
• Similar Record Stopwords
• System Prompts 
• Slash Command

Accessing Calculus AI Settings

Follow these steps to access the Calculus AI Settings: 

1. Log in to the CRM. 
2. Click User Menu. 
3. Click Settings. The Settings page opens. 
4. Go to Extensions.
5. Click Calculus. The Calculus page opens.

Here you can enter information and configure the following: 

1. Signals 
2. Scoring 
3. Features
4. Similar Record Stopwords
5. System Prompts
6. Slash Command
7. NLQ

Managing Signals

Signals help Calculus AI detect predefined keywords or phrases and trigger context-aware suggestions in the following:

• Greeting emails
• Follow-ups
• Pricing queries
• Competitor mentions
• Support-related conversations

When configured conditions, such as keywords, sentiment, and channel, are met, Calculus AI automatically displays predefined suggestions.  

Configuring Signals

Follow these steps to configure the Signals:

1. Log in to the CRM. 
2. Click User Menu. 
3. Click Settings. The Settings page opens. 
4. Go to Extension. 
5. Click Calculus. The Calculus AI page opens. 
6. Go to Signals. The Signals page opens. 
7. Click Add New. The Key Signals page opens. 
8. Enter or select the following information:
   1. Signal Name: Enter a name to identify the signal.
   2. Keywords: Define the Keywords using logical conditions.
      1. AND – All specified keywords must be present in the message.
         1. Example: refund AND delay
            The signal triggers only when both refund and delay appear in the message.
      2. OR – Any one of the specified keywords can trigger the signal.
         1.  Example: refund OR cancellation
            The signal triggers if either refund or cancellation appears.
      3. NOT – Excludes specific keywords from triggering the signal.
         1. Example: refund NOT policy
            The signal triggers only if refund appears but policy does not.
         2. Combined Conditions – You can combine multiple operators for better accuracy.
            1. Example: (refund OR cancellation) AND urgent
               The signal triggers when the message contains either refund or cancellation, and also includes urgent.
   3. Channels: Select the channel where the signal should be applied.
   4. Sentiment: Choose the sentiment of the message to trigger the signal.
   5. Category: Select the category that best describes the signal.
   6. Who Said It?: Specify whether the message is from a customer, agent, or any.
   7. Suggestions: Select which suggestion to display, such as a document, email template, etc.
   8. Suggestion Text: Enter the predefined reply shown in the reply mail box.
9. Click Save.

Editing a Signal

Follow these steps to edit Signals:

1. Log in to the CRM. 
2. Click User Menu. 
3. Click Settings. The Settings page opens. 
4. Go to Extension.
5. Click Calculus. The Calculus AI page opens. 
6. Go to Signals. The Signals page opens.
7. Click Edit. The Key Signals page opens. 
8. Enter or select the following information:
   1. Signal Name: Enter a name to identify the signal.
   2. Keywords: Define keywords or phrases using AND, OR, and NOT conditions.
   3. Channels: Select the channel where the signal should be applied.
   4. Sentiment: Choose the sentiment of the message to trigger the signal.
   5. Category: Select the category that best describes the signal.
   6. Who Said It?: Specify whether the message is from a customer, agent, or any.
   7. Suggestions: Select which suggestion to display, such as a document, email template, etc.
   8. Suggestion Text: Enter the predefined reply shown in the reply mail box.
9. Click Save.

Deleting a Signal

Follow these steps to delete the Signals:

1. Log in to the CRM. 
2. Click User Menu. 
3. Click Settings. The Settings page opens. 
4. Go to Extensions. 
5. Click Calculus. The Calculus page opens.
6. Open the Signals tab.
7. Click Delete.
8. Confirm by clicking Yes.

Scoring

The Scoring section lets you configure deal scoring by pipeline type. Calculus AI uses this configuration to evaluate deal health and prioritize opportunities.

Follow these steps to configure Scoring:

1. Log in to the CRM. 
2. Click User Menu. 
3. Click Settings. The Settings page opens. 
4. Go to Extensions.
5. Click Calculus. The Calculus page opens.
6. Click Scoring. The Scoring page opens. 
7. Review the available Pipeline Types (Standard, Renewal, Sales, etc.).
8. Check the Current Deals Count displayed for each pipeline.
9. Enter or update the Recommended Value for scoring.
10. Select the required Fit Score Fields from the dropdown.
11. Click Save.

This setup helps sales teams focus on high-priority deals using AI-backed scoring.

Features

The Features tab lets you enable or disable AI-powered assistants within Vtiger.

Follow these steps to manage AI Features:

1. Log in to the CRM. 
2. Click User Menu. 
3. Click Settings. The Settings page opens. 
4. Go to Extensions.
5. Click Calculus. The Calculus page opens.
6. Click Features. The Feature page opens. 
7. Enable or disable the required assistants using the toggle buttons:
   1. Grammar Assistant 
   2. Voice Assistant
   3. Email Assistant
8. Click Save.

You can control which AI capabilities are available to users based on business requirements.

Similar Record Stopwords 

Stopwords help Calculus AI ignore commonly used or non-meaningful words when identifying duplicate or similar records. This improves accuracy when detecting similar organizations, contacts, or other CRM records.

Follow these steps to manage Stopwords:

1. Log in to the CRM. 
2. Click User Menu. 
3. Click Settings. The Settings page opens. 
4. Go to Extensions. 
5. Click Calculus. The Calculus page opens.
6. Click the Similar Record Stopwords tab. The Similar Record Stopword opens.  
7. Click Add New. The Add New page opens. 
8. Enter the word.
9. Click Save.

Note:

• Use Edit or Delete icons to manage existing stopwords.
• Use Import or Export to manage stopwords in bulk.

System Prompts

System Prompts define how Calculus AI generates responses for specific use cases.

Follow these steps to configure System Prompts:

1. Log in to the CRM. 
2. Click User Menu. 
3. Click Settings. The Settings page opens. 
4. Go to Extensions.
5. Click Calculus. The Calculus page opens.
6. Click the System Prompts tab. The System Prompts page opens. 
7. Enable Cases Categorization if required.
8. Customize the Chat Reply Prompt to define AI response behavior.
9. Review or modify prompts for:
   1. Shorten It
   2. Improve It
10. Click Save.

You can customize these prompts to maintain a consistent tone and response quality.

Slash Command

Slash Commands allow users to trigger AI actions quickly using simple commands.

Follow these steps to configure Slash Commands:

1. Log in to the CRM. 
2. Click User Menu. 
3. Click Settings. The Settings page opens. 
4. Go to Extensions.
5. Click Calculus. The Calculus page opens.
6. Click Slash Command tab. The Slash Command page opens. 
7. Click Add New. The Add New Slash Command page opens, 
8. Select the Module where the command should apply.
9. Configure the command behavior.
10. Click Train NLP to improve command recognition.
11. Click Save.

This feature improves productivity by reducing manual effort.

NLQ 

The NLQ section enables users to interact with CRM data using natural language queries.

Follow these steps to configure NLQ: 

1. Log in to the CRM. 
2. Click User Menu. 
3. Click Settings. The Settings page opens. 
4. Go to Extensions. 
5. Click Calculus. The Calculus page opens.
6. Click the NLQ tab. The NLQ tab opens.
7. Click Add New. The Add New NLQ page opens. 
8. Select a Module (Leads, Deals, Contacts, etc.).
9. Add relevant Dictionary terms or synonyms.
10. Review the Created On and Modified On details.
11. Click Save.

Reference 

• Calculus AI 
• AI Agent Builder
• Vtiger Chatflows
• Calculus AI: Your Smart Assistant with AI Technology
• Natural Language Query
• Calculus GPT
• Deal Health
• Best Time to Contact
• Contact Sentiment
• Deal Recommendations
• Conversation Insight