Core Concepts of Reminder Builder

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Vtiger Reminder Builder, part of AI Analytics , is a tool that helps you create custom reminders. It allows you to create various reminder templates by giving instructions to the AI ​​model. You can use these templates to leverage CRM data and create custom responses.


1) Data Grounding: It is the process of connecting prompts or queries to CRM data or other sources to generate accurate and meaningful responses. By grounding data, Prompt Builder ensures that the output is based on real information and tailored to the user's needs, resulting in more accurate results.

2) Rapid Engineering: It refers to the process of designing prompts to generate specific responses based on predefined conditions. It involves understanding the user requirements and identifying the right data to achieve better results. In Vtiger, Prompt Builder is a low-code platform that allows CRM administrators to create templates without extensive coding knowledge.

How Reminder Maker Works

Install the AI ​​Compute Add-on from the Vtiger Extension Store to europe cell phone number list get the most out of Reminder Builder. Once you install it, it will be available in the Bot Management module.

There are 3 essential aspects of Reminder Builder in Vtiger CRM: Data templates, reminder templates, and mode.

Data sample:
These templates provide a consistent format for storing CRM data for creating reminder templates. Let's say you want to create a contact data template with key information.

Click on Add Data Form and capture the required information of the contacts to be recorded like First Name, Last Name, Primary Email etc. You should also fill in other details like Form Name, Module in which you want to collect information etc. Once the form is added, save the form for future reference.