Vtiger Agent Builder: Create Smart AI Agents with Ease

Create autonomous AI Agents to automate tasks, provide real-time support, and enhance user and customer experiences. These intelligent Agents can answer questions, create and update records, and streamline operations. They reduce manual work and boost productivity with minimal setup.

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What are AI Agents and the Agent Builder?

AI Agents are intelligent programs designed to automate tasks, interact with users, and make decisions that improve efficiency.

The Agent Builder is a tool in Vtiger Calculus AI that lets you create and deploy AI Agents for your business without coding expertise.

Build and Deploy Custom AI Agents Easily

Design, test, and launch AI Agents without coding expertise using the Vtiger Agent Builder. It provides an intuitive interface that allows you to create AI-driven solutions for various tasks. Whether you need an agent to give a deal summary, send an email, or assist with support queries, you can deploy intelligent agents quickly and transform your business operations.

Personalize Agents for Unique Business Tasks

Tailor AI Agents to meet your business needs by defining an Agent's purpose, whether handling customer support, managing sales processes, or recommending products. By aligning AI Agents with your workflows, you ensure they address real business challenges and deliver personalized interactions for every customer.

Smart, Context-Aware Interactions

Enhance customer engagement with AI Agents that retain context from past interactions. Whether assisting a returning customer or tracking previous sales conversations, AI Agents understand and adapt to the conversation. Memory management and intelligent reasoning provide seamless, human-like experiences that improve efficiency and customer satisfaction.

Automate Actions with Seamless Integrations

Connect AI Agents with your CRM, Databases and APIs for real-time insights and task automation. AI Agents can perform tasks like answering customer inquiries, tracking orders, scheduling follow-ups, creating reports, etc. By reducing manual effort and streamlining processes, AI Agents allow your team to focus on high-value activities while maintaining smooth and efficient workflows.

Collaboration Between Multiple AI Agents

In some scenarios, AI Agents may need to collaborate on tasks. The Vtiger Agent Builder supports multi-agent collaboration, where different agents can specialize in specific aspects of a project or task. For example, in a sales pipeline, one agent can qualify leads by gathering customer information while another updates CRM records and schedules follow-ups.

Secure, Ethical, and Compliant AI

Ensure AI interactions remain ethical, secure, and compliant with industry regulations. Vtiger Agent Builder includes built-in governance tools that allow you to set up privacy rules, enforce ethical guidelines, and safeguard sensitive data. It ensures that AI-powered solutions build trust while protecting customer information and maintaining compliance.

Use Cases

Sales

Creating a Sales AI Agent involves defining tasks like qualifying leads, summarizing deal information, tracking follow-ups, and recommending the next best actions. Customize these processes to ensure the AI Agent understands and executes sales-related tasks efficiently.

This AI Agent helps sales teams by automating routine tasks so they can focus on building relationships and closing deals. It improves productivity by providing real-time deal insights, managing customer interactions, and ensuring timely follow-ups.

Customer Support

Building a Customer Support AI Agent involves defining key tasks such as tracking orders, handling returns, answering product-related questions, and escalating issues. By setting up these specific actions and linking them to relevant customer data, you can create an Agent that automatically retrieves and delivers the right information based on user queries.

This AI Agent improves customer service by providing fast, accurate responses and handling repetitive queries without human intervention. It reduces response times, ensures 24/7 availability, and frees human agents to focus on complex queries.

Personal Productivity

A personal productivity Agent can be created by configuring it to perform essential tasks like managing to-do lists, scheduling reminders, tracking goals, and suggesting time management strategies. You can define these actions and train the Agent to assist users in organizing and optimizing their daily activities.

This AI Agent keeps you organized and productive by automating routine tasks and sending you timely reminders. It reduces the load of managing deadlines and goals, helping you prioritize work and stay on track.

Case studies

Why our customers love us

Sales Productivity

Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.

Automate

Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.

Customer Base Growth

GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.

Vtiger One

Integrations

VTAP

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