Integrating ChatGPT into SugarCRM can provide a significant boost to your business processes and improve your user experience. Quickly and easily access information, get answers to your questions, and automate routine tasks. ChatGPT Integration for SugarCRM by KINAMU allows you to utilize all of ChatGPT’s features right within Sugar, available in all Sugar Modules.
Increase Productivity, Reduce Response Times, Gain Time Back
Integrating ChatGPT into SugarCRM can provide a significant boost to your business processes and improve your user experience. You can quickly and easily access information, get answers to your questions, and automate routine tasks. This can help increase productivity, reduce response times, and free up your time to focus on more important tasks.
The ChatGPT Integration for SugarCRM by KINAMU allows you to utilize all of ChatGPT’s features right within Sugar, available in all Sugar Modules.
Use the ChatGPT Integration for SugarCRM in every Sugar Module!
It is possible to use the Module context to generate context-related responses within the following Sugar Modules:
- Accounts Module
- Contacts Module
- Leads Module
- Opportunities Module
- Meeting Module
- Call Module
- Task module
- Notes Module
- E-Mail Module
In addition, we have created a ChatGPT for Sugar Clipboard on which you can enter prompts and get answers quickly and efficiently. You can also take notes within the same interface, making it easy to keep track of important information or ideas that arise during the conversation.
By incorporating ChatGPT's chat and completion capabilities into the SugarCRM System, you can receive suggestions, recommendations, or even automated completion of repetitive or time-consuming tasks - saving you valuable time and effort.
Also, due to ChatGPT’s extensive knowledge base, you are able to quickly find answers, gather information, or get guidance on various topics without having to leave Sugar. This makes the integrations a valuable source of knowledge for your organization.
Features
- AutoCompletion in Input Fields
- Chat Dashlet using OpenAI's GPT
- Configurable Chat History
- Clipboard Dashlet using OpenAI's GPT
- Mail Completion using OpenAI's GPT
- Seperate Configuration for Chat, AutoCompletion, and Mail Completion
- Contextualization
Use Cases
Meeting Module
You can use the ChatGPT Integration for SugarCRM to analyze your meeting details and execute your given prompts. For example, when writing a meeting invitation.
Prompt: record Compose an invitation to a meeting about this Topic and the discussion of the API Reference.
To transmit your prompt, simply press Ctrl + Space in the input field, and the response will replace the prompt.
Note that the model can assimilate your context and execute tasks accordingly, a functionality known as contextualization. This feature can only be utilized within the detailed view of an entry, and its activation is contingent upon the prompt commencing with one of the five predetermined keywords we have designated. The keyword used in this example is “record”.
Find all other keywords listed in our User Guide!
If you do not need the model to analyze the context, you can execute the prompt without the keyword.
Knowledge Base
Utilize the ChatGPT Integration for SugarCRM to add entries to your knowledge base.
Prompt: Compose a detailed SugarKB article that explains the steps to change the preferred currency in a user’s profile, allowing them to view and transact in their desired currency. Consider using bullet points.
Within the Knowledge Base, there is no need to insert a keyword in front of the prompt. Instead, you can execute the prompt by clicking on the diamond icon.
Call Module
If a call is transcribed within the call module, the ChatGPT Integration for SugarCRM can easily summarize the details of the transcript for you.
Prompt: record Summarize the Internal Notes of this call.
E-Mail Module
You can ask the ChatGPT Integration for SugarCRM to execute several prompts within the E-Mail module as well. Here, we prompt the integrations to create survey questions and subsequently translate the questions into German.
Prompt 1: Compose an E-Mail including a few survey questions for the user experience with our CRM System. Consider using bullet points when needed.
As you can see, not only did the ChatGPT Integration for SugarCRM fulfill the prompt, it also filled out the subject line accordingly. Furthermore, you are able to translate your E-Mail into any language using the ChatGPT Integration for SugarCRM Clipboard.
Prompt 2: record Translate the body of this E-Mail into German.
Chat Module
On your Sugar Dashboard you’ll be able to access the ChatGPT Integration for SugarCRM Chat, which is fully conversational and able to answer all of your questions!
