Feature Availability

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

Introduction

The Generative AI Designer in Vtiger CRM is a centralized workspace used to configure AI-powered capabilities. It allows you to create and manage AI-driven components that support automation, response generation, and conversational experiences across the CRM.

Within the Generative AI Designer, the GenAI Setup section provides the foundational configurations required to enable AI functionality in Vtiger CRM. From this section, you can configure the components that define how AI retrieves information, generates responses, performs actions, and protects sensitive data.

GenAI Setup 

The GenAI Setup section acts as the central configuration area for enabling and managing AI features in Vtiger CRM. It allows administrators to define how AI interacts with CRM data, how responses are generated, how actions are performed, and how conversations are structured across different AI use cases.

Using GenAI Setup, you can configure the following key components:

• RAG Models
• Agents
• Prompts
• Chatflows
• Data Shield

Each component serves a specific purpose in the overall AI workflow. Together, they help ensure that AI-powered responses and interactions in Vtiger CRM remain contextual, structured, and secure.

Benefits of Using GenAI Setup

The benefits of using the GenAI Setup are:

• Improving response accuracy by retrieving relevant Vtiger CRM data.
•  Automating repetitive tasks using Artificial Intelligence Agents.
• Providing faster responses to customer and user queries.
• Generating contextual responses using CRM records and knowledge sources.
• Protecting sensitive information using Data Shield.
• Allowing flexible Artificial Intelligence configuration based on business requirements.

In this article, you will learn about:

• Components of GenAI Setup 
• Accessing the GenAI Setup 

Components of GenAI Setup

The key components of GenAI Setup are:

• RAG Models
• Agents
• Prompts
• Chatflows
• Data Shield

These components work together to enable Artificial Intelligence-powered responses and automation in Vtiger CRM.

RAG Models

Retrieval-Augmented Generation (RAG) Models retrieve relevant information from Vtiger CRM data sources before generating responses.

RAG Models search selected Vtiger CRM modules, documents, or knowledge sources to identify information related to a user's query. The Artificial Intelligence model then uses this information to generate contextual responses.

Using RAG Models ensures that responses rely on accurate and trusted CRM data, which improves reliability and relevance.

To learn more about RAG Models, click here. 

Agents

Artificial Intelligence Agents are intelligent assistants designed to perform specific tasks within Vtiger CRM. Agents can understand specific topics and perform actions such as retrieving information, creating records, or updating records.

Each Agent includes the following components:

• Name – Identifies the Agent.
• Role – Defines the responsibility of the Agent.
• Agent Image – Displays a visual identity for the Agent.
• Purpose – Defines the objective of the Agent.
• Topics – Defines the knowledge areas handled by the Agent.
• Actions – Defines the tasks performed by the Agent in Vtiger CRM.

Agents can assist both internal CRM users and external customers.

To learn more about Agents, click here. 

Prompts

A Prompt is a set of instructions or questions sent to an Artificial Intelligence model to generate a response. Prompts guide how Artificial Intelligence processes input and produces responses in Vtiger CRM.

Prompts can operate in different modes depending on how the Artificial Intelligence model receives context and data. Some Prompt modes automatically include Vtiger CRM record data when generating responses.

These modes include:

• Record mode
• Update Record mode
• List mode
• Email mode

In these modes, the system retrieves the corresponding record data from Vtiger CRM. The system maps the retrieved data and includes it in the Prompt instructions. The Artificial Intelligence model uses this information to generate responses that are relevant to the specific record. Other Prompt modes generate responses based primarily on user input.

These modes include:

• Dynamic mode
• Customer mode
• Chatbot mode

These modes typically use RAG Models to retrieve additional information.When a user submits a query, the system sends the user input along with the Prompt instructions. The RAG Model retrieves relevant information from configured data sources.

The retrieved data and user input together provide context for the Artificial Intelligence model. This process helps generate more accurate and contextual responses.

To learn more about Prompts, click here.

Chatflows

Chatflows allow administrators to design guided conversational interactions using a visual, no-code interface. A Chatflow defines how conversations progress when users interact with chatbots through supported channels such as websites.

Each Chatflow step can perform actions such as:

• Asking questions.
• Triggering Artificial Intelligence responses.
• Using Prompts or Agents.

Chatflows help structure conversations and collect information required to resolve customer queries efficiently.

Note: Only one Chatflow can remain active for a communication channel.

To learn more about Chatflows, click here. 

Data Shield

Data Shield protects sensitive information before Artificial Intelligence processes user input. It automatically detects and masks confidential data patterns during Artificial Intelligence interactions.

Data Shield can mask the following information:

• Email addresses
• Phone numbers
• Social Security Numbers
• Other identifiable personal information

This capability ensures secure Artificial Intelligence usage while maintaining data privacy and compliance.
To learn more about Data Shield, click here.

Accessing the GenAI Setup

Before accessing the GenAI Setup, ensure the Calculus AI Add-on is installed from the Extension Store > Add-ons.

Follow these steps to access the GenAI Setup:

1. Log in to the CRM.
2. Click main Menu.
3. Go to Platform.
4. Select Generative AI Designer. The Generative AI Designer page opens. 
5. Click on the GenAI Setup tab. The GenAI Setup page opens. 

From this section, administrators can configure RAG Models, Agents, Prompts, Chatflows, and Data Shield.

Best Practices

Follow these best practices when configuring GenAI Setup:

• Use reliable Vtiger CRM data sources when creating RAG Models.
• Write clear and structured Prompts for consistent responses.
• Define Agent purposes and actions clearly.
• Enable Data Shield to protect sensitive information.

Troubleshooting Tips

If Artificial Intelligence responses are incorrect or incomplete:

• Verify that the RAG Model data sources contain relevant information.
• Review the Prompt instructions for clarity.
• Check the Chatflow configuration for errors.
• Ensure that Agent actions are configured correctly.

Reference 

• Generative AI Designer
• Prompts in Generative AI Designer
• Chatflows in Generative AI Designer
• AI Agent Builder
• RAG model
• GenAI Analytics in Generative Designer 
• GenAI Queries in Generative Designer 
• GenAI Token Usage in Generative Designer