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How do I add an AI Widget in Vtiger CRM?

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To add an AI Widget to a module, follow these steps:
  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings. The Settings page opens. 
  4. Click Module Management > Module Layouts & Fields. The Module Layouts & Fields page opens. 
  5. Enter or select the following information to add an AI Widget:
    1. Select Module - Select the module from the drop-down where you want to add the AI widget.
    2. AI Widget - Click the AI Widget tab. 
    3. +Add Widget - Click to add a new AI Widget for the respective module. The Add AI Widget popup window opens.
    4. Widget Name – Enter a name for the Widget.
    5. Widget Mode – Choose the desired view mode from the drop-down menu:
      1. Summary 
      2. List 
    6. Widget Prompt – Choose a prompt from the drop-down menu. The available prompt options will depend on the selected Widget Mode.
    7. Widget Actions – Define the actions the Widget should perform.
    8. Save – Click to save the Widget. 
The AI Widget will now be available in the record based on the selected module.

 
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