Use NLQ in Vtiger Calculus AI and extract meaningful information
Posted: Wed Dec 18, 2024 9:32 am
Sales Manager Sarah looks at mountains of data on sales, products sold, and more. Even though everything is available, she is overwhelmed by the amount of information. Her manager wants analytics on the top products sold during the week. Suddenly, she remembers the natural language query (NLQ) in her CRM system and types in a simple question: “Give me a report on the top products sold between February 19 and February 23 in a tabular format.” She quickly gets the result and reports it to her manager.
This is not science fiction, but NLQ reality.
The demand for artificial intelligence (AI) and machine special database learning (ML) has made it easier for businesses to grow efficiently. We use different mechanisms to perform specific actions, and NLQ is one of them. It allows users to interact with various applications using everyday language and make better business decisions. Let's dive into it.
Defining a query in natural language
NLQ is an aspect of AI that makes human-computer interaction easier and more accessible using natural language. Instead of using programming languages, users can ask data-related questions or make queries in plain English. The system will respond quickly and provide you with accurate information. Please see the two queries below:
SELECT First Name Last Name, from Employees WHERE Department = 'Marketing';
Show me the names of the employees in the marketing department.
The first example demonstrates a traditional query language that may not be familiar to everyone. Typically, constructing such questions using this syntax requires technical knowledge. In contrast, the second example is a natural query, which offers a more user-friendly approach that allows everyone to interact with the database in a natural human language.
One of the best examples of NLQ is Chatbot which every business uses to improve customer service. You communicate with the bot in plain language and get answers to your questions. Even Google Search is another example which does not require complex query language to retrieve information.
What NLQ in CRM can offer your business
Vtiger CRM, like many other AI-enabled CRMs, has NLQ capabilities, and in Vtiger it is an integral part of Calculus AI.
Last year, we looked at Calculus AI with GPT features. We highlighted its powerful capabilities, including email drafting, topic suggestions, and chat response refinement.
Special Offer : Experience the power of Vtiger AI Calculus for a total of 3 months by signing up today!
Now let's quickly look at the queries you can use to retrieve information from your CRM database using natural language. Vtiger CRM has a feature called Ask Calculus AI.
Enter your question in the Calculation box to get the following information:
Getting a Record Summary
If you want to get information about a contact named Peter Smith, you can type " Peter Smith Contact Summary" into the "Ask Calculus" search box.
The system will then present detailed information related to Peter, such as the date the record was created, open cases related to the contact, engagement score, etc. If there are multiple contacts with the same name, it will display information about each of them. Simply click on the relevant information you need. This functionality extends to other modules, providing summary information about the organization, cases, etc.
Create a record
Let's say you want to give Peter Smith a demo of a recently released product. Instead of creating an event from the Vtiger Events module, you can schedule a meeting by typing your request. .
Mention "Create a demo meeting with Peter Smith on March 15, 2024. CRM will quickly create a meeting for you, adding all the necessary information.
Creating a report
Similar to the queries above, you can create robust reports with the important information you want to know. You can extract information related to tasks/meetings assigned to you for a specific day, week, or month; open deals or cases; and contacts created between a specific date.
Here you can put Show me a report of my open trades by stages in the search bar. The result will be displayed in different formats such as charts, pivot tables, etc. You can select the format of your choice to view the detailed information.
Review this section if you are interested in learning about other types of queries you can use.
You can also enter a general request in the quote box, such as composing an email highlighting an offer to send to a potential lead, writing a 500-word blog about the latest CRM trends, or paraphrasing a chat response.
Key Benefits of Using NLQ in Vtiger CRM
By incorporating NLQ into your daily life, you will be able to:
Interact with your CRM using natural language: You can interact with your CRM using natural language, making it more user-friendly for those who are not familiar with complex query languages. Queries like “Give me a short description” or “Create a record” will help you get your work done in no time.
Improve data accessibility: You can easily access CRM data such as details of tasks assigned to you, deal status, contacts created on or between a certain date, etc. All this is possible while remaining in one window - Ask Calculus AI, without switching between different screens.
Minimize the time spent on daily tasks: Clicking on each module and scheduling meetings every day, analyzing data by drilling down into data volumes and preparing a chart is a tedious task. With NLQ in Calculus AI, you can complete your tasks efficiently in seconds, allowing you to focus on other priority activities and increase productivity.
This is not science fiction, but NLQ reality.
The demand for artificial intelligence (AI) and machine special database learning (ML) has made it easier for businesses to grow efficiently. We use different mechanisms to perform specific actions, and NLQ is one of them. It allows users to interact with various applications using everyday language and make better business decisions. Let's dive into it.
Defining a query in natural language
NLQ is an aspect of AI that makes human-computer interaction easier and more accessible using natural language. Instead of using programming languages, users can ask data-related questions or make queries in plain English. The system will respond quickly and provide you with accurate information. Please see the two queries below:
SELECT First Name Last Name, from Employees WHERE Department = 'Marketing';
Show me the names of the employees in the marketing department.
The first example demonstrates a traditional query language that may not be familiar to everyone. Typically, constructing such questions using this syntax requires technical knowledge. In contrast, the second example is a natural query, which offers a more user-friendly approach that allows everyone to interact with the database in a natural human language.
One of the best examples of NLQ is Chatbot which every business uses to improve customer service. You communicate with the bot in plain language and get answers to your questions. Even Google Search is another example which does not require complex query language to retrieve information.
What NLQ in CRM can offer your business
Vtiger CRM, like many other AI-enabled CRMs, has NLQ capabilities, and in Vtiger it is an integral part of Calculus AI.
Last year, we looked at Calculus AI with GPT features. We highlighted its powerful capabilities, including email drafting, topic suggestions, and chat response refinement.
Special Offer : Experience the power of Vtiger AI Calculus for a total of 3 months by signing up today!
Now let's quickly look at the queries you can use to retrieve information from your CRM database using natural language. Vtiger CRM has a feature called Ask Calculus AI.
Enter your question in the Calculation box to get the following information:
Getting a Record Summary
If you want to get information about a contact named Peter Smith, you can type " Peter Smith Contact Summary" into the "Ask Calculus" search box.
The system will then present detailed information related to Peter, such as the date the record was created, open cases related to the contact, engagement score, etc. If there are multiple contacts with the same name, it will display information about each of them. Simply click on the relevant information you need. This functionality extends to other modules, providing summary information about the organization, cases, etc.
Create a record
Let's say you want to give Peter Smith a demo of a recently released product. Instead of creating an event from the Vtiger Events module, you can schedule a meeting by typing your request. .
Mention "Create a demo meeting with Peter Smith on March 15, 2024. CRM will quickly create a meeting for you, adding all the necessary information.
Creating a report
Similar to the queries above, you can create robust reports with the important information you want to know. You can extract information related to tasks/meetings assigned to you for a specific day, week, or month; open deals or cases; and contacts created between a specific date.
Here you can put Show me a report of my open trades by stages in the search bar. The result will be displayed in different formats such as charts, pivot tables, etc. You can select the format of your choice to view the detailed information.
Review this section if you are interested in learning about other types of queries you can use.
You can also enter a general request in the quote box, such as composing an email highlighting an offer to send to a potential lead, writing a 500-word blog about the latest CRM trends, or paraphrasing a chat response.
Key Benefits of Using NLQ in Vtiger CRM
By incorporating NLQ into your daily life, you will be able to:
Interact with your CRM using natural language: You can interact with your CRM using natural language, making it more user-friendly for those who are not familiar with complex query languages. Queries like “Give me a short description” or “Create a record” will help you get your work done in no time.
Improve data accessibility: You can easily access CRM data such as details of tasks assigned to you, deal status, contacts created on or between a certain date, etc. All this is possible while remaining in one window - Ask Calculus AI, without switching between different screens.
Minimize the time spent on daily tasks: Clicking on each module and scheduling meetings every day, analyzing data by drilling down into data volumes and preparing a chart is a tedious task. With NLQ in Calculus AI, you can complete your tasks efficiently in seconds, allowing you to focus on other priority activities and increase productivity.