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.
User Guide
Configuration
To use the ChatGPT Integration for SugarCRM efficiently, it is important to have the right settings configured. You can access the settings by hovering over the ChatGPT SugarCRM Chats module, click the three dots and select the “ChatGPT Integration for SugarCRM Settings” option.
Api Configuration
The settings play a crucial role in enhancing the product experience. It is imperative to comprehend the settings and their impact on the requests made by the ChatGPT Integration for SugarCRM. Comprising three sections, each section holds its own significance and role.
At these sections, you have the opportunity to configure several adjustments that have an impact on the requests. It is of utmost importance to thoroughly review the provided information. Additionally, comprehensive explanations of all settings can be found in OpenAI's API Reference.
Autocomplete Configuration
In this context, you are provided with the option to select modules and corresponding fields that may be accessed by the integration for the purpose of contextualization.
Within this integrated system, you have the freedom to conveniently add or remove modules that will be accessed for the purpose of contextualization. By engaging in this straightforward process, you can easily tailor the integration to suit your specific requirements and preferences. Subsequently, you will be prompted to select the corresponding fields associated with these modules, effectively fine-tuning the contextualization process to cater to your unique needs.
It is important to underscore the significance of these settings, as they bestow upon you a level of control that can be invaluable for optimizing the integration's performance. By carefully choosing the fields that are most relevant to your particular objectives, you can ensure that the integration focuses its attention on essential information, saving valuable tokens that might otherwise be expended on less important or extraneous data.
The ability to manage the integration’s access through these settings is a powerful tool that empowers you to tailor the integration to your exact requirements. This feature enables a more streamlined and efficient contextualization process, enhancing the overall performance and usability of the integration itself. Moreover, this level of customization allows you to extract the maximum value from the integration while minimizing any unnecessary overhead or resource consumption.
By making thoughtful and strategic selections in the module and field choices, you can unlock the full potential of this integrated system, granting you a seamless experience that caters to your unique needs and objectives. As a result, you can rest assured that the integration is focused on the most crucial aspects, thus delivering the best possible outcome for your specific use case
Chat
The Chat Function is a part of the ChatGPT Integration for SugarCRM. It can understand context and recognize patterns.
How to Use
To begin, navigate to any module within Sugar and proceed to add a new Sugar dashlet to your board.
From the available options, select ChatGPT Integration for SugarCRM Chat" and customize the settings according to your requirements. One of the settings is the "Rows display limit," which determines the visibility of previous questions. For instance, if you set the limit to 10, the last 10 questions and their corresponding answers will be visible. The chat sidebar retains the history of previous chats and can be toggled on or off while using the chat. Adjusting this setting can save you time when adding the dashlet to other modules.
Once you have successfully added the Sugar dashlet, you are now prepared to use the ChatGPT Integration for SugarCRM.
Completion
The Completion Function is another feature of the ChatGPT Integration for SugarCRM. It is designed to execute prompts and generate complete responses.
How to Use
This function offers two ways of interaction: Firstly, it allows you to employ the completion directly within the input fields of the module. Alternatively, you can utilize our ChatGPT Integration for SugarCRM Clipboard, which provides an additional avenue for interacting with the model. With this integration, you can request the model to perform tasks such as generating a description or composing a note.
To transmit your prompt, simply press Ctrl + Space in the input field, and the response will replace the prompt.
Furthermore, the model can assimilate your context and execute tasks accordingly, a functionality known as contextualization. However, it is important to note that 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:
- data
- model
- record
- context
- cxt
Additionally, there exists an option to retain the text within the input field while selecting specific portions intended as the prompt. In this manner, solely the chosen text will be substituted with the corresponding response.
Clipboard
The Clipboard is a feature that allows you to enter prompts and get answers quickly and efficiently. It's a part of the user interface where you can input your questions or prompts for the AI, and it will provide the responses. In addition to this, the Clipboard also allows you to take notes within the same interface. This can be particularly useful for drafting information or ideas that arise during the conversation with the AI. Nevertheless, it should be noted that the content is not stored indefinitely and is solely accessible throughout the duration of your session.
How to Use
- To begin, navigate to any module within Sugar and proceed to add a new Sugar dashlet to your board.
- From the available options, select "ChatGPT Integration for SugarCRM".
- Once you have successfully added the Sugar dashlet, you are now prepared to use the ChatGPT Integration for SugarCRM Clipboard.
E-Mails and Knowledge Base
Within these modules, the input fields differ from other input fields utilized in Sugar. However, we still leverage the Completion feature. It is important to note that the keyboard shortcut for prompt submission does not function in this context. Instead, to submit your prompt, please click on the diamond button.
In the Emails module, when requesting the model to compose an email, the subject field is automatically populated as part of the process.
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