FAQs in this section

What is Deal Score?

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?

Can Calculus AI create Tasks, Events, etc., in the CRM when I use commands in spoken English?

Do I need to install Calculus AI to use GPT?

What is the cost of the Vtiger GPT feature?

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?

Should I pay for the Calculus AI add-on and the GPT tokens?

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 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 Natural Langauge Querying in Calculus AI?

What is Calculus GPT in Vtiger CRM?

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.

What are the limitations of the Ask Calculus AI feature?

What is Natural Language Query?

What are the benefits of Natural Language Query?

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?

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 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).

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?

What is Generative AI Designer in Vtiger CRM?

Is Generative AI Designer available as a part of the Calculus AI Add-on?

Is the Generative AI module available in all editions?

Where is the Generative AI Designer available in Vtiger CRM?

Can all Bot users train the Bot on FAQs and articles?

What are the features of Generative AI Designer?

What is the use of Bot Analytics in Generative AI Designer?

What are the input channels from which Generative AI receives queries?

What are Bot Queries in Generative AI Designer?

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 Generative AI?

What are the benefits of Generative AI Designer?

How do I access Generative AI Designer?

How do I review FAQ Queries in Generative AI?

What is the Data Shield option in Generative AI Designer?

How does the masking work in the Data Shield option in Generative AI Designer?

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?

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?

Why is the Calculus AI score not updating?

How do I re-authenticate an email account or phone system?

How can I track improvements in engagement or sentiment scores?

How can I identify the root cause of data delays or errors in Calculus AI?

What does the error "Could not identify the module in Ask Calculus AI" mean?

What does the "test query didn’t give a response" error mean?

Why don’t the records appear in the pop-up for training?

Why is the modified content not being saved after I update and save the record?

How do I connect with the right team to discuss becoming a Vtiger partner?

Does Vtiger provide courses for sales professionals?

What is an AI Agent Builder in Vtiger CRM?

What tasks can AI Agents perform in Vtiger?

What are the benefits of using AI Agent Builder in Vtiger CRM?

How do I create an AI Agent in Vtiger CRM?

What is an Agent Playground in Vtiger CRM?

How does the Agent Playground work in Vtiger CRM?

How can I edit an AI Agent in Vtiger CRM?

How can I generate reports using AI Agents in Vtiger CRM?

How do prompt suggestions work in Ask Calculus AI?

How do I retrieve information from records using Calculus AI?

Can I ask Calculus AI to create a report with specific details?

Where do AI Widgets appear on record pages?

How do I schedule recurring queries in Ask Calculus AI?

What username and password should I use when calling the API in Postman?

What are AI Widgets in Vtiger CRM?

How do I add an AI Widget in Vtiger CRM?

How do I edit an existing AI widget?

How do I delete an existing AI Wdiget?

How is data shown by the AI Widget when added to List View?

How to build an AI Agent to deliver the response the user needs?

How are Chatflows used with AI Agents?

Explain /sm command with an example.

The Summary command summarizes a deal or a contact.
Example:

/sm Opportunities Acme or/sm Deal Initech will fetch you the deal summary related to Acme and Initech organization.

This will create an Event with the following auto-filled values:

Activity Type - Summary
Organization Name - Acme or Initech