ChatGPT Integration for SugarCRM

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.

The ChatGPT Integration for SugarCRM will execute the prompt accordingly:

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.

Here the executed prompt:

Call Module

If a call is transcribed within the call module, ChatGPT Integration for SugarCRM can easily summarize the details of the transcript for you.

Prompt: record Summarize the Internal Notes of this call.

With the ChatGPT Integration for SugarCRM you are able to receive quick summaries of previous calls or meetings.

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.

Within the E-Mail Module you can also click on the diamond to execute your prompt.

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.

Prompt 2: Translate the body of this E-Mail into German.

Here the fully executed prompt:

Chat Module

On your Sugar Dashboard you’ll be able to access the ChatGPT Integration for SugarCRM, which is fully conversational and able to answer all of your questions!

One powerful features of the ChatGPT Integration for SugarCRM is its ability to remember previous interactions and use them to generate more personalized and accurate responses subsequently as shown in the below screenshot.