FAQs in this section

What is Deal Score?

What is Predicted Close Date?

What is Engagement Score?

What is Sentiment Score?

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?

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?

How does Calculus AI analyze emotions?

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?

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 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?

Where can you find Email Assistant in the CRM?

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?

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

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?

What are Calculus AI Email Prompts?

Can I access the email prompts on my mobile device?

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”?

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?

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

Does Vtiger provide courses for sales professionals?

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

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

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?

What is an Agent Playground in Vtiger CRM?

How does the Agent Playground work 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 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?

What is the Vtiger Calculus AI Add-on for Google Sheets?

How do I use the Calculus AI add-on in a Google sheet?

Give me some examples of using Calculus AI in a sheet?

How do I install the Vtiger Calculus AI Add-on?

What are the benefits of using Calculus AI in Sheets?

Do I need an API key to use Calculus AI in Sheets?

Is my data secure when I use Calculus AI in Google Sheets?

How do I improve the quality of Calculus AI responses in Google Sheets?

What should I do if I get an error like #ERROR! in a Google sheet cell while using Calculus AI?

What if Calculus AI takes too long to respond or doesn’t appear in Google Sheets?

The Calculus Add-on isn’t appearing in my sheet. What do I do?

How do I authorize the Vtiger Calculus AI Add-on in Google Sheets?

How do I access Calculus AI in Vtiger CRM?

How do I generate email content for a client?

What is Calculus AI in Live Chats?

Do I need any add-ons to use Calculus AI in Live Chats?

Can I customize AI-generated responses in Live Chat?

How does Vtiger’s Calculus AI work for the Best Time to Contact feature in Vtiger CRM?

What is the Best Time to Contact feature in Vtiger CRM?

Is the Best Time to Contact feature Calculus AI enabled?

Where do I find the Best Time to Contact feature in Vtiger CRM?

How do I export an AI Agent in Vtiger CRM?

How do I import an AI Agent in Vtiger CRM?

How do I create an AI Agent in Vtiger CRM?

How can I edit an AI Agent in Vtiger CRM?

What is the Best Time to Contact feature in Vtiger CRM?

What are the benefits of the Best Time to Contact feature in Vtiger CRM?

How do I access the Best Time to Contact in Vtiger CRM?

What are the two dashboards in the Coaching module?

What is the role of Calculus in the Coaching module?

AI ratings are not working for Coaching records. How do I resolve this issue?

How does Calculus AI help in Email Analysis for Coaching?

How does Calculus AI help in Call Analysis for Coaching?

What are the benefits of Email and Call Analysis for Coaching?

How does Calculus AI predict the best time to contact a customer?

Can I use AI to search through free-text fields in my records?

What does the green line above each time indicate?

How do you access the Email Assistant?

Where can I find my Calculus Deal Score?

How to view the Deal Score factors?

How do I view Conversation Insights for a Deal?

What is Conversation Insights?

What are the benefits of Email Assistant?

What does Email Assistant suggest?

What is the primary goal of Email Assistant?

What is Email Assistant in Calculus AI?

What is a Signal in Calculus AI?

How do I configure Signals in Vtiger CRM?

How do I edit Signals in Calculus AI?

How do I delete Signals in Calculus AI?

How do I use Calculus AI in the Live Chat?

Explain the Coaches dashboard in the Coaching module.

What is the Predictive AI Designer?

What is Vtiger Chatflow?

Is Calculus AI required to use Chatflows?

What types of blocks are available in Chatflows?

How many Chatflows can be active at a time?

Which Vtiger editions support Chatflows?

What are Chatflow blocks?

How do I test a Chatflow?

Can Chatflows be exported and imported?

How do I access Calculus AI Settings in Vtiger CRM?

How do I configure Signals in Calculus AI?

How do I edit an existing Signal?

How do I delete a Signal?

How do I enable or disable AI Features?

Who can configure Calculus AI Settings?

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?

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?

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 is a Generative AI Designer in Vtiger CRM?

How do I access the Ask Calculus AI feature in Vtiger CRM?

Can I edit a RAG model after creating it?

Why do I need to train a RAG model?

How do I edit a RAG Model in Generative Designer?

How do I train a RAG Model in Generative Designer?

How do I view a RAG Model in Generative Designer?

How do I reset a RAG Model in Generative Designer?

How do I delete a RAG Model in Generative Designer?

Can a RAG model work without a Prompt?

How do I create a RAG Model in Generative Designer?

How do I view the RAG Model logs in Generative Designer?

What is a RAG model in Vtiger CRM?

What is GenAI Setup in Vtiger CRM?

What components are available in GenAI Setup?

What is GenAI Queries in Vtiger CRM?

Do GenAI Queries only display website or chatbot queries?

What can I do when reviewing a query?

What is GenAI Token Usage in Vtiger CRM?

What is a token in Generative AI?

What details are shown in the GenAI Token Usage page?

Can I search for a specific prompt in GenAI Token Usage?

How do I view token usage details in Generative Designer?

What is Data Shield in Vtiger CRM?

Why do I need Data Shield in Generative AI Designer?

How do I access Data Shield?

What type of information can Data Shield mask?

What are the default masked fields in Data Shield?

Can I edit the default masked fields in Data Shield?

Can I add my own masking rules in Data Shield?

How do I test a masking rule in Data Shield?

Why should I test masking rules before saving them?

Can I enable or disable a masking rule?

How do I add a masking field?

How do I disable a masking field?

How do I delete a masking field?

How do I upload the coaching material for my sales and support teams?

What are the benefits of the Coaching module?

What is Coaching module in Vtiger CRM?

Explain Players dashboards in the Coaching module.

How do I enable a masking field?

Enabling a field allows Data Shield to identify and mask matching values before AI processing.
Follow these steps to enable a masked field:

Log in to the CRM.
Click the main Menu.
Go to Platform.
Select Generative AI Designer. The Generative AI Designer page opens.
Click GenAI Setup. The GenAI Setup page opens.
Click Data Shield. The Data Shield page opens.
Locate the required field in the Masked fields list.
Turn the toggle on.

The masking rule will now be active.
Note: Default fields such as Phone and Email are always enabled and cannot be turned off.