Maximize communication by fine-tuning the Vtiger chatbot with your business data
Posted: Wed Dec 18, 2024 9:49 am
Who could have imagined an era where answers are just a click away? ChatGPT started a revolution, showing a future where machines would naturally converse and solve our problems. And that’s how we were introduced to the world of generative AI.
It is a type of AI that is designed to generate text, images, or other forms of content based on various prompts or queries. Also, a generative pre-trained transformer (GPT) is a generative AI model that mainly focuses on generating human-like texts in response to a query.
Many organizations have incorporated GPT technology into buy special number list their CRM to ensure effective customer interactions and minimize the workload of team members. Vtiger CRM is no exception.
Vtiger already has a dedicated AI tool, Calculus AI, that helps you analyze customer conversations, evaluate call quality, forecast sales revenue, etc. With GPT integration, you can clarify chat and email conversations, ask the calculator to show open and closed deals, and so on.
Check out the blog to learn more about Vtiger Calculus AI and GPT Integration
This year marks a significant leap for Vtiger as it introduces a major update to Calculus AI, focusing on the integration of the chatbot with CRM. Since the CRM tool is used by most businesses to optimize their operations, integrating the chatbot and CRM can yield great results.
Let's move on to the next section to learn more.
Revolutionize Chat with Vtiger Chatbot
As I mentioned earlier, the release of ChatGPT caused quite a stir due to its ability to handle user queries efficiently. However, it has certain limitations as ChatGPT cannot respond to industry-specific queries.
Suppose you are asking something related to your business, such as the number of employees working, the tasks assigned to a particular team, the revenue received in a month, etc. In this case, he may not give you accurate answers.
So, to overcome this problem, we developed Chatbot , an AI tool that can be tailored to the unique needs of your business.
By integrating a chatbot with a CRM, organizations can facilitate natural communication, eliminating the need for human intervention. To achieve this capability, it must undergo a rigorous process of fine-tuning or training using business data.
The Vtiger chatbot can be integrated with your knowledge base and trained using business materials such as articles, FAQs, and chat transcripts. The training is done using Large Language Models (LLM), which is an AI algorithm used to train huge data sets. Finally, GPT is used to generate text responses. So if questions related to your business arise, the bot will be able to answer them quickly.
For example, imagine you have an e-learning platform that provides courses like data science and machine learning (ML). You receive a query from a customer asking, “What is data science?”
If you have trained the bot, it will quickly respond to it by selecting similar phrases or headings from frequently asked questions. You can continue to add words or phrases to the chat repository based on customer queries, from where the bot will receive information.
This is not the end yet.
Some other features of the Vtiger chatbot include:
Chatbot integration on various platforms
Gone are the days when queries were generated from only one source. Nowadays, customers interact with companies on different platforms, so the chatbot is available on all social channels such as Facebook, WhatsApp, and website.
This option allows customers to engage with your business through their preferred channel, and allows organizations to effectively manage requests from multiple touchpoints.
Create a repository of bot records to expand self-improvement capabilities.
Create a bot query log, capturing the most popular responses generated by the bot, which agents can use to resolve similar queries in the future. As part of the learning and self-improvement process, it awards itself 5-star ratings as a token of appreciation when agents share bot-generated response texts. It also awards a 1-star rating when a thumbs down is given.
Likewise, it records customer ratings and feedback to improve future performance. This way, the bot can ensure that it adapts and improves its skills over time, creating great conversations with customers.
Dive into step-by-step instructions on how to set up a chatbot in Vtiger, how to train your bot, and more - start learning now!
What actions can you perform with a chatbot?
Chat rephrasing: Support agents will receive AI suggestions for chat rephrasing in the Live Chats module. For example, if you wrote “Hi, I’m here to help you” in a chat, the bot will quickly suggest you rephrase the text to make it more polite and professional. So, it can suggest phrases like “Hi, how can I help you?” or “Hi, I’m here to help you.”
Chat Transfer: When faced with important issues during a live chat, support agents can transfer them to another agent by providing a brief description of the chat.
Add default messages: You can add a welcome message that will appear in the chat window when you start a conversation. A sorry message when the bot cannot understand the customer's request.
Enable/Disable Bot Option: You can enable or disable the chat option in the settings page, such as "Never Show", "Show Away" and "Show Only When Agents Are Online".
Who will benefit from the Vtiger chatbot
The two most important stakeholders that can benefit from a chatbot are:
CRM Users: It includes chat agents and support agents who can generate better responses to chat suggestions and tailor them accordingly.
Customers: Your customers can receive instant answers 24/7 and effectively reduce waiting times. This improves the quality of customer support by providing consistent and timely assistance.
It is a type of AI that is designed to generate text, images, or other forms of content based on various prompts or queries. Also, a generative pre-trained transformer (GPT) is a generative AI model that mainly focuses on generating human-like texts in response to a query.
Many organizations have incorporated GPT technology into buy special number list their CRM to ensure effective customer interactions and minimize the workload of team members. Vtiger CRM is no exception.
Vtiger already has a dedicated AI tool, Calculus AI, that helps you analyze customer conversations, evaluate call quality, forecast sales revenue, etc. With GPT integration, you can clarify chat and email conversations, ask the calculator to show open and closed deals, and so on.
Check out the blog to learn more about Vtiger Calculus AI and GPT Integration
This year marks a significant leap for Vtiger as it introduces a major update to Calculus AI, focusing on the integration of the chatbot with CRM. Since the CRM tool is used by most businesses to optimize their operations, integrating the chatbot and CRM can yield great results.
Let's move on to the next section to learn more.
Revolutionize Chat with Vtiger Chatbot
As I mentioned earlier, the release of ChatGPT caused quite a stir due to its ability to handle user queries efficiently. However, it has certain limitations as ChatGPT cannot respond to industry-specific queries.
Suppose you are asking something related to your business, such as the number of employees working, the tasks assigned to a particular team, the revenue received in a month, etc. In this case, he may not give you accurate answers.
So, to overcome this problem, we developed Chatbot , an AI tool that can be tailored to the unique needs of your business.
By integrating a chatbot with a CRM, organizations can facilitate natural communication, eliminating the need for human intervention. To achieve this capability, it must undergo a rigorous process of fine-tuning or training using business data.
The Vtiger chatbot can be integrated with your knowledge base and trained using business materials such as articles, FAQs, and chat transcripts. The training is done using Large Language Models (LLM), which is an AI algorithm used to train huge data sets. Finally, GPT is used to generate text responses. So if questions related to your business arise, the bot will be able to answer them quickly.
For example, imagine you have an e-learning platform that provides courses like data science and machine learning (ML). You receive a query from a customer asking, “What is data science?”
If you have trained the bot, it will quickly respond to it by selecting similar phrases or headings from frequently asked questions. You can continue to add words or phrases to the chat repository based on customer queries, from where the bot will receive information.
This is not the end yet.
Some other features of the Vtiger chatbot include:
Chatbot integration on various platforms
Gone are the days when queries were generated from only one source. Nowadays, customers interact with companies on different platforms, so the chatbot is available on all social channels such as Facebook, WhatsApp, and website.
This option allows customers to engage with your business through their preferred channel, and allows organizations to effectively manage requests from multiple touchpoints.
Create a repository of bot records to expand self-improvement capabilities.
Create a bot query log, capturing the most popular responses generated by the bot, which agents can use to resolve similar queries in the future. As part of the learning and self-improvement process, it awards itself 5-star ratings as a token of appreciation when agents share bot-generated response texts. It also awards a 1-star rating when a thumbs down is given.
Likewise, it records customer ratings and feedback to improve future performance. This way, the bot can ensure that it adapts and improves its skills over time, creating great conversations with customers.
Dive into step-by-step instructions on how to set up a chatbot in Vtiger, how to train your bot, and more - start learning now!
What actions can you perform with a chatbot?
Chat rephrasing: Support agents will receive AI suggestions for chat rephrasing in the Live Chats module. For example, if you wrote “Hi, I’m here to help you” in a chat, the bot will quickly suggest you rephrase the text to make it more polite and professional. So, it can suggest phrases like “Hi, how can I help you?” or “Hi, I’m here to help you.”
Chat Transfer: When faced with important issues during a live chat, support agents can transfer them to another agent by providing a brief description of the chat.
Add default messages: You can add a welcome message that will appear in the chat window when you start a conversation. A sorry message when the bot cannot understand the customer's request.
Enable/Disable Bot Option: You can enable or disable the chat option in the settings page, such as "Never Show", "Show Away" and "Show Only When Agents Are Online".
Who will benefit from the Vtiger chatbot
The two most important stakeholders that can benefit from a chatbot are:
CRM Users: It includes chat agents and support agents who can generate better responses to chat suggestions and tailor them accordingly.
Customers: Your customers can receive instant answers 24/7 and effectively reduce waiting times. This improves the quality of customer support by providing consistent and timely assistance.