People prefer chatting over email or phone for convenience and speed. To provide the best experience, chat applications need to be able to easily direct the customer to the right individual or team or the job-specific AI agent (for example: book a demo, check case status, get a quote, place an order) or just point them to the right help document.
AI Chatflows in Vtiger make it easy for administrators to set up flows tailored to their clientele. For example, in the first message, the chat flow can prompt visitors to choose between Sales or Support. After the user selects an option, the chat flow can help them seek additional details such as the product they are interested in as a next step.
Chatflows support various actions, including transferring the chat to a specific group, asking for information (for example: email, phone, issue details), or invoking an AI bot. Information entered by visitors can be mapped automatically to fields in the Chat record.
Chatflows are efficient in:
Getting users the information they need quickly.
Saving agents’ time by collecting user information required to fulfill requests.
Reducing the number of support requests on other channels (for example: Calls).
AI Chatflows is part of Calculus AI, which is available as a paid add-on. For more information, please click here.
Feature Announcements
Dashboard on Vtiger’s Mobile App
Install the Dashboard App and list all your Dashboards under My App on your Vtiger Mobile CRM.
It is free for all Edition users and available under Extension Stores.
Note: Requires you install it from the Cloud/Web version of the CRM before you can view it on your mobile device.
Dashboard on Vtiger’s Mobile App
Install the Dashboard App and list all your Dashboards under My App on your Vtiger Mobile CRM.
It is free for all Edition users and available under Extension Stores.
Note: Requires you install it from the Cloud/Web version of the CRM before you can view it on your mobile device.
The Vtiger Blog
8 Reasons Why Your SMB Needs Calculus AI
Are you a small or medium business (SMB) owner? Are you curious about using artificial intelligence (AI) to run your business? If you are a CRM user, you must have encountered the AI feature in your CRM.
AIs in a CRM help you streamline operations, personalize marketing efforts, generate actionable insights, and enhance customer interactions. This results in increased customer engagement and more conversions.
Read our blog on Why SMBs need Calculus AI to learn about the benefits of using AI to run your business.
