For Generative AI, context is King!

- From the CEO’s Desk

Trying to help a customer without the full picture, is like trying to solve a puzzle with missing pieces! 

For example, If you were asked to give a thoughtful response to a customer inquiry, wouldn't you want access to their recent orders, previous interactions, and relevant company policies (for example, Refunds policy)? 

And your AI assistants can only give suggestions or responses based on the inputs you provide.

Context is King

Creating context-rich prompts is essential to get personalized responses. That is why we've upgraded the Prompt Builder, enabling you to easily integrate related and additional record fields when crafting prompts for your AI assistant. This enhancement provides your AI with extensive contextual information, allowing it to generate more accurate, relevant, and personalized responses.

Sample Use Cases:

  • When a customer sends an email to your sales team, Calculus AI could suggest relevant upsell or cross-sell opportunities based on their past purchases and interests, maximizing revenue potential.
  • When a customer comes on chat, the bot can share the status of recent tickets or orders, and allow the customer to select and get more details (after verifying the customer with an OTP).  

Privacy First with Vtiger’s Data Shield

We understand that giving detailed information to AI might raise concerns about data privacy. Vtiger One offers Data Shield to empower your administrators to mask any personally identifiable information, such as phone numbers or email addresses before the prompt is sent to the AI engine. This ensures that your customer data is secure while still providing the context your AI needs to excel.

Whether it's resolving a customer issue, providing product recommendations, or crafting a tailored sales pitch, your AI assistant is equipped to deliver exceptional results.

Vtiger’s Prompt Builder is a part of Calculus AI (paid add-on) and is available in Professional and Enterprise editions of Vtiger One, Sales, or Help Desk. 

Get more done with a context-aware AI assistant. To learn more about Vtiger’s Calculus AI, click here.

 
 

Feature Announcements

 
 

OTP Rules Booster

  • You can add multiple OTP validation rules for flows where the CRM user must enter the OTP (shared by a customer) to update a record, for example, to mark a Delivery as completed, or an Onsite Event as Completed. 
  • Availability: One Growth, One Professional, and One Enterprise editions
  • Price: $50 per month per rule
 

DMARC Authentication Update

  • The DMARC security authentication block is now available on the Email Settings page to help you configure the DMARC record (policy) for your domain.
  • Note: Google and Yahoo have made it mandatory to add a DMARC policy for your domain. To ensure email delivery, you must authenticate the domain associated with the FROM address.
  • Read our July Release Notes to know more.
 

Image Upload Restrictions

  • Due to security concerns, the images and attachments you have uploaded into the Rich Text Areas (comment/description/text areas) will be visible only inside the CRM from now on. 
  • Read our July Release Notes to know more.
 

OTP Rules Booster

  • You can add multiple OTP validation rules for flows where the CRM user must enter the OTP (shared by a customer) to update a record, for example, to mark a Delivery as completed, or an Onsite Event as Completed. 
  • Availability: One Growth, One Professional, and One Enterprise editions
  • Price: $50 per month per rule
 

DMARC Authentication Update

  • The DMARC security authentication block is now available on the Email Settings page to help you configure the DMARC record (policy) for your domain.
  • Note: Google and Yahoo have made it mandatory to add a DMARC policy for your domain. To ensure email delivery, you must authenticate the domain associated with the FROM address.
  • Read our July Release Notes to know more.
 

Image Upload Restrictions

  • Due to security concerns, the images and attachments you have uploaded into the Rich Text Areas (comment/description/text areas) will be visible only inside the CRM from now on. 
  • Read our July Release Notes to know more.
 
 
 

The Vtiger Blog

 
 

A McKinsey report states that companies that integrate third-party apps can outperform peers but integrations with multiple apps bring in their problems.

Data duplication, no real-time data, rising costs of storing data in multiple servers, etc., are some issues you may face. Zero-copy integration technology allows for seamless, real-time data access across multiple locations and apps without manual transfers. Vtiger’s Data Source Designer is built with Zero-copy integration technology and helps you integrate with multiple apps effortlessly.

Read our blog on Zero-copy Integration and Data Source Designer to learn more.

 
 

Vtiger Academy & Knowledge Base

 
 

Have you signed up for Vtiger Academy yet? 

We have a list of how-to videos demonstrating how to use and configure the CRM. It is our one-stop learning destination for all things Vtiger CRM. We have new courses on the Organizations and Sales Enablement modules.

Jumpstart your Vtiger CRM journey today!

 

Knowledge Base is our repository of articles (help documentation) and FAQs. Search for and read an article for quick know-how about a feature. 

Read our latest articles:

 

Have you signed up for Vtiger Academy yet? 

We have a list of how-to videos demonstrating how to use and configure the CRM. It is our one-stop learning destination for all things Vtiger CRM. We have new courses on the Organizations and Sales Enablement modules.

Jumpstart your Vtiger CRM journey today!

 

Knowledge Base is our repository of articles (help documentation) and FAQs. Search for and read an article for quick know-how about a feature. 

Read our latest articles:

 
 

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