Have you ever used Calculus AI by Vtiger? If yes, then you special database should know that you need to purchase the Calculus AI add-on from the Vtiger extension store to automate basic tasks and fully utilize the AI
superpowers.
Have you ever wanted to get a full-fledged CRM solution with AI features out of the box?
Introducing Vtiger One AI Edition, the latest addition to the Vtiger CRM family.
Let's take a closer look at the Vtiger One AI version and see how you can integrate robust AI capabilities into your daily tasks.
Definition of Vtiger One AI
Vtiger One AI is an advanced version of Vtiger One Enterprise Edition with pre-integrated AI capabilities. Unlike other editions that require a separate installation of the Vtiger Calculus add-on, One AI offers these powerful AI features by default.
This includes advanced generative and predictive AI capabilities, automated analytics, etc., all designed to optimize business processes and improve productivity. One AI is designed to offer businesses a seamless, intelligent CRM experience that improves customer relationships.
Popular Features of Vtiger One AI Edition
Generative and predictive functions probably caught your attention in the paragraph above. What are they all about and what do they do? Let's take a closer look.
Predictive AI: A Look into the Future
Predictive AI is a branch of artificial intelligence (AI) that uses historical data and algorithms to predict future outcomes. It helps you make informed decisions by anticipating trends, behavior, and events. Some of the features of predictive AI include:
Best Time to Contact
If your sales team is having trouble reaching out to your prospects or customers at a convenient time, the Best Time to Contact feature is what you need. AI suggests the best time to contact a lead or customer based on past communications via email, phone calls, etc., thereby increasing engagement rates.
Deal Score
Imagine you have multiple deals in your sales funnel, but you can’t reach out to customers at the same time or close deals faster.
Deal Score evaluates the likelihood of a deal closing and assigns a score based on factors such as deal close probability, conversation quality, and customer behavior. This allows you to prioritize your efforts and maximize conversions.
Next Best Action
The Next Best Action feature is designed to provide intelligent suggestions throughout the sales process that lead your team to success. Let’s say a salesperson is unsure of the next step to take with a prospect. In this case, this feature can suggest actions such as sending a follow-up email, scheduling a demo, or providing additional information based on past interactions.
Let’s dive into the generative AI features in Vtiger One AI.
Generative AI: Create effective, human-like texts.
Generative AI, on the other hand, creates new content based on existing data. This type of AI can generate text, responses, and recommendations by imitating humans using the capabilities of Large Language Models (LLM), Natural Language Query (NLQ), and Generative Pre-trained Transformer (GPT).
Features where Generative AI is available in Vtiger CRM:
Custom Chatbot
If a customer visits your website after business hours and has a question about your product, Vtiger’s Custom Bot handles these queries perfectly. You can train the bot based on your knowledge base with help documentation, FAQs, etc. This allows the bot to instantly provide accurate information related to your business. This will also free up your support agents to focus on other important tasks.
Ask Calculus AI
Transform your data experience with Ask Calculus AI. Instead of relying on regular search queries or manual filters to find business information, you can extract valuable information using various prefixes such as Create, Summarize, or Search. For example, you can instruct AI to set up a meeting with a client by providing the necessary details, or summarize a deal record for you using conversational or natural language .
Email Address or Reply Suggestions
Organize your email communications with AI-generated response suggestions, saving time and ensuring consistency in your communications. Whether you’re sending out mass emails to your current customers about a new product launch or instantly responding to incoming inquiries, AI can provide relevant suggestions to ensure your communications are professional and polished.
Prompt Builder
Prompt Builder lets you create prompts to get specific answers from AI. This allows you to create task-specific AI assistants based on your CRM data and generate customized answers or get detailed information. Use Prompt Builder to empower your team members to stay ahead of the game.
Lesser known features of One AI include:
Manage bots to refine and test the performance of bots in providing business responses to customers or CRM users.
Bot Request Analytics - Track requests received from various sources and manage the corresponding responses generated by bots in a single platform.
Document Recommendation Improve user productivity and efficiency by providing customized document suggestions based on customer interactions.
Calculus Coaching evaluate the performance of sales and support agents based on emails, voice calls, and chat metrics and offer training materials accordingly.
These features are just the tip of the iceberg. Calculus AI will continue to evolve and improve the CRM. In the coming days, we will introduce AI-powered features such as voice assistants, bias, toxicity detection, and more.
Stay tuned for exciting updates!
What do you get when you subscribe to Vtiger One AI version?
There are good reasons to consider implementing Vtiger One AI into your business operations. They are:
Seamless Integration : Vtiger One AI integrates AI capabilities directly into the CRM platform, eliminating the need for separate installations or add-ons.
Increased efficiency : With AI capabilities such as predictive analysis and intelligent recommendations, One AI simplifies business processes, saving time and resources.
Personalized Experience : AI algorithms analyze customer data to deliver personalized experiences, increasing customer satisfaction and ensuring customer loyalty.
Increased productivity: By automating repetitive tasks and providing actionable insights, One AI increases productivity and allows teams to focus on what matters.
Improved Decision Making: AI-powered insights and recommendations enable users to make informed decisions that can lead to better outcomes.
