These templates provide a consistent format for storing CRM data to create alert templates. Suppose you want to create a contact data template that contains primary information.
Click on Add Data Templatea and capture the necessary information of the contact being recorded such as First Name, Last Name, Primary Email, etc. You should also fill in other details such as Template Name, Module from which you want to collect information, etc. Once all the details are added, save the template for future reference.
Prompt Template
After you successfully create a data template, you can use or reuse that data to create various types of prompt templates. After creating a template, you can preview or test various recorded responses.
Creating prompt templates in record and list modes
Vtiger provides two modes for venezuela phone number data creating templates: record mode and list mode.
Depending on the type of prompt you are generating, you can choose the appropriate mode. For example, if you are creating a prompt to write an email, the “Record” mode would be more appropriate, whereas if you are creating a prompt to get the first three items from a list, the “List” mode would be more appropriate.
Let’s look at a use case
Let’s say you want to check how many leads were open from March 9, 2024 to March 31, 2024. Manually checking the number of open leads can be very time-consuming.
Instead, if you build a prompt template with specific instructions for relevant data like lead source, lead creation time, etc., you can easily salt continues to open stores in the midst of dematerialization gather the necessary information quickly from the relevant Vtiger modules. This will help you get contextual answers from the AI.
Likewise, you can enable different teams in your organization to use this AI assistant to streamline their workflows:
Marketing Team : Create follow-up email campaigns based on previous engagement.
Sales team: Share a summary of contacts with managers, such as key information, conversations, and purchase history.
Customer Support Team: Check the last case reported by a specific customer
4 Advantages of Prompt Builder
You might be curious about the advantages of adopting Prompt Builder for your business. In fact, there are many benefits to be switzerland leads gained. Now let’s take a look at the top 4:
1) Improved accuracy: Prompt Builder helps you create clear and specific prompts that are more likely to deliver relevant responses from AI systems. By rooting in your CRM data, you can generate accurate responses with concrete evidence.
2) Time-consuming:
It saves users time and effort in making prompts from scratch. You can reuse the information available in the data templates (such as primary email address, contact phone number, etc.) to build as many templates as possible.
3) Customized responses: It provides you with flexibility in how you create and use prompts. For example, a prompt builder might allow users to customize the prompt based on the type of output they need, such as a summary or analysis. You can also personalize it to make it less formal, more creative, longer, shorter, etc.
