FAQs in this section
Where can I find my Calculus deal score?
How do I see the conversation insights on a deal?
What happens when I install the Calculus extension?
What touchpoints does Calculus use to make recommendations?
What kind of recommendations do I get by Calculus while writing an email?
What is Deal Health Feature?
What is the role of Deal Health in sales?
What is Deal Health In Vtiger CRM
What is the Deal Health feature module availability?
How to access the Deal Health Feature?
What are the sections of Vtiger CRM Deal Health Feature?
What is Predicted Close Date?
What is Engagement Score?
What is Sentiment Score?
What are Conversation Insights?
What is Conversation Timeline?
What is 'By Channel' under the Conversation Timeline?
What is 'By Category' under the Conversation Timeline?
What is 'By Sentiment' under the Conversation Timeline?
What is 'Touchpoints Summary' under the Conversation Timeline?
What is 'By Owners' under the Conversation Timeline?
What are the Calculus Deal Score Factors?
How to view the Deal Score factors?
What AI/ML features are there in Vtiger?
What is Calculus GPT?
What Generative AI features are available via Calculus AI?
Can GPT models learn about my organization and my business?
Can GPT create a sales pitch for me?
Does Calculus AI use external GPT models?
How is my data protected when I use GPT in Calculus AI?
Will the GPT feature in Calculus AI work for all languages?
Can Calculus GPT compose answers for a Case or a Chat message from existing case history or public information?
Can Calculus AI access my company's internal documentation, knowledge base, or help documentation?
How do I ensure GPT is giving the correct responses about my business and processes?
Does Calculus AI access actual data in the CRM while responding to a query?
Does Vtiger offer professional services to train/fine-tune the GPT model on our data?
Can GPT reply to my email when I'm not at my desk?
Why don’t I see the Calculus GPT icon in the CRM? Is this a paid add-on?
What is the cost of Vtiger's generative AI feature?
Does the Calculus AI add-on price of 12$ per user per month apply to all users?
How much do I pay to increase Calculus GPT tokens?
How do I use GPT tokens?
How do I know how many GPT tokens I have used?
Can I create help documentation or Knowledge Base articles from cases through Calculus AI?
Can I use GPT tokens to write summary commands? For example, "/sm contact john smith".
Can I use the GPT feature on the Chat/Whatsapp channels in the CRM?
Can I integrate my Open AI GPT 4 account and APIs with Vtiger CRM?
Is there a dedicated AI live chat agent to answer basic questions on Live chat?
What is the Best Time to Contact feature in Vtiger CRM?
Is the Best Time to Contact feature Calculus AI enabled?
How does Vtiger’s Calculus AI work for the Best Time to Contact feature in Vtiger CRM?
Where do I find the Best Time to Contact feature in Vtiger CRM?
What do I find when I select the Best Time to Contact icon feature in Vtiger CRM?
What does the green line above each time indicate?
What are the benefits of the Best Time to Contact feature in Vtiger CRM?
How can I access the Best Time to Contact feature in Vtiger CRM?
What do you mean by Contact Sentiment?
How does Calculus AI analyze emotions?
Where can I find Contact Sentiment in Vtiger CRM?
What are the types of Contact Sentiment in Vtiger CRM?
What is Positive Passive Contact sentiment in Vtiger CRM?
What is Neutral Contact sentiment in Vtiger CRM?
What is Negative Contact Sentiment in Vtiger CRM?
What is Negative Passive Contact sentiment in Vtiger CRM?
What are the benefits of Contact sentiment in Vtiger CRM?
What is Calculus GPT in Vtiger CRM?
How does Calculus AI analyze emails?
What is Chat Analysis?
What is Voice Analysis?
In which Vtiger editions is the Email and Call analysis feature available?
What are the benefits of Email and Call Analysis for Coaching?
How does Calculus AI help in Email Analysis for Coaching?
How does Calculus AI help in Call Analysis for Coaching?
What is Email Assistant in Calculus AI?
Where can you find Email Assistant in the CRM?
What does Email Assistant suggest?
What is the primary goal of Email Assistant?
What are the benefits of Email Assistant?
How do you access the Email Assistant?
What are tokens in Chat GPT?
Explain token pricing in Calculus GPT.
Can I automatically send an FAQ (in a reply) matching the contents of an incoming email for a case?
Explain how do I automatically send an FAQ (in a reply).
Can Calculus AI create Tasks, Events, etc., in the CRM when I use commands in spoken English?
What is Natural Langauge Querying in Calculus AI?
What is Ask Calculus AI in Vtiger CRM?
Where can I use Ask Calculus AI in the CRM?
In which modules of the CRM is Ask Calculus AI available?
What types of commands are used in Ask Calculus AI?
What are Slash commands?
What are Text commands?
Will the commands used be tracked for usage?
Is personal information like email and phone numbers used securely?
In which edition is the Ask Calculus AI feature used?
How do I access the Ask Calculus AI feature in Vtiger CRM?
Explain /create a command with an example.
Explain /sm command with an example.
What are the limitations of the Ask Calculus AI feature?
What is Calculus AI Prompt Builder?
How does Calculus AI Prompt Builder work?
What are the benefits of Calculus AI Prompt Builder?
How do I create a Prompt?
How do I preview a response?
Give an example for the Prompt.
What is a Prompt?
What is the Prompt Builder in Vtiger CRM?
What are the benefits of using the Prompt Builder?
How do I create a Prompt in Prompt Builder?
Can I preview a Prompt response?
What are the modes in Prompt Builder?
What is the Record mode in Prompt Builder?
What is the List mode in Prompt Builder?
What is the Data Template in Prompt Builder?
How does the Data Template in Prompt Builder work?
What is the Prompt Template in Prompt Builder?
How do I create a Data Template in Prompt Builder?
How do I create a Prompt Template in Prompt Builder?
Should I pay for the Calculus AI add-on and the GPT tokens?
What is Deal Score?
Do I need to install Calculus AI to use GPT?
Explain the Coaching module in Vtiger CRM.
What are the two dashboards in the Coaching module?
Explain Players dashboards in the Coaching module.
Explain Coaches dashboards in the Coaching module.
What is the role of Calculus in the Coaching module?
What are the benefits of the Coaching module?
What is Bot Management in Vtiger CRM?
Is Bot Management available as a part of the Calculus AI Add-on?
Is the Bot Management module available in all editions?
Where is the Bot Management available in Vtiger CRM?
Can all Bot users train the Bot on FAQs and articles?
What are Bot Management features?
What is the use of Bot Analytics in Bot Management?
What are the input channels from which Bot Management receives queries?
What are Bot Queries in Bot Management?
What does the Query details window display?
What are the sources of Bot Queries?
What is Bot Setup?
How do I train the Bot on FAQs and Queries?
How is Prompt Builder in Bot Management?
What are the benefits of Bot Management?
How do I access Bot Management?
How do I review FAQ Queries in Bot Management?
What is the cost of the Vtiger GPT feature?
What is Natural Language Query?
What are the benefits of Natural Language Query?
What is the Data Shield option in Bot Management?
How does the masking work in the Data Shield option in Bot Management?
What are Calculus AI Email Prompts?
Can I access the email prompts on my mobile device?
What is the Prediction AI Designer?
What are the different Prediction Types in the Prediction AI Designer?
What are the prerequisites for generating a Prediction?
How do I add a Prediction in the Prediction AI Designer?
What is Positive Contact sentiment in Vtiger CRM?
Does Vtiger's AI Engine have a trust layer?
What are some common reasons for getting an 'Unknown module' error in Ask Calculus AI?
How can I resolve a 'Resource not found' error in Ask Calculus AI?
If the 'Train' button is disabled, what steps can I take to troubleshoot the issue?
What should I do if I get an error message “Token exceeded”?
AI review is not working for coaching records. How can i resolve this issue?
What if the Websense directly connects to the agent without giving the response?
If I encounter a 'No questions found' error, how can I resolve it?
How do I install the Calculus extension?
Table of Contents
To install the Calculus add-on, you must set up your card details in the Extension Store. To learn how to do it, click here.
Follow these steps to install the Calculus add-on:
Follow these steps to install the Calculus add-on:
- Log in to your CRM account.
- Click the Main Menu.
- Click the Add-ons button at the bottom. You will see this button only if you are an Admin user.
- Search for Calculus using the search bar in the Extension Store.
- Click Buy.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment