Create reminder templates in record and list mode
Posted: Thu May 29, 2025 5:19 am
Once you have successfully created a data template, you can use or reuse this data to create different types of prompt templates. Once you have created a template, you can preview or test the responses using different records.
Vtiger offers two modes for creating templates: Record Mode and List Mode.
Depending on the type of reminder you are creating, you can choose the appropriate mode. For example, if you are creating a reminder to write an email, Record mode would be appropriate, while if you are creating a reminder to fetch the top three items from a list, List mode would be more appropriate.
Consider a use case
Let's say you want to check how many leads are open from February 9, 2024 to February 31, 2024. Manually checking the number of open leads can be time consuming.
On the contrary, if you build a prompt template that gives specific instructions with relevant data like lead source, lead generation time, etc., you can quickly collect the required information from the relevant Vtiger europe cell phone number list module with ease. This will help you get contextual answers from the AI.
Similarly, you can empower different teams within your organization to streamline their workflows with this AI assistant:
Marketing Team : To create follow-up email campaigns based on previous interactions.
Sales Team: To share a contact's summary like key information, conversations, and purchase history with their manager.
Customer Support Team: To check the last case reported by a particular customer
Top 4 Benefits of Rapid Build Tools
You may be curious about the benefits of implementing a Reminder Builder for your business. In fact, there are many benefits that can be achieved. Now let’s look at the top 4:
Vtiger offers two modes for creating templates: Record Mode and List Mode.
Depending on the type of reminder you are creating, you can choose the appropriate mode. For example, if you are creating a reminder to write an email, Record mode would be appropriate, while if you are creating a reminder to fetch the top three items from a list, List mode would be more appropriate.
Consider a use case
Let's say you want to check how many leads are open from February 9, 2024 to February 31, 2024. Manually checking the number of open leads can be time consuming.
On the contrary, if you build a prompt template that gives specific instructions with relevant data like lead source, lead generation time, etc., you can quickly collect the required information from the relevant Vtiger europe cell phone number list module with ease. This will help you get contextual answers from the AI.
Similarly, you can empower different teams within your organization to streamline their workflows with this AI assistant:
Marketing Team : To create follow-up email campaigns based on previous interactions.
Sales Team: To share a contact's summary like key information, conversations, and purchase history with their manager.
Customer Support Team: To check the last case reported by a particular customer
Top 4 Benefits of Rapid Build Tools
You may be curious about the benefits of implementing a Reminder Builder for your business. In fact, there are many benefits that can be achieved. Now let’s look at the top 4: