KINAMU ChatGPT Integration
The ChatGPT Integration for SugarCRM can significantly enhance 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, shorten response times, and give you time to focus on more important tasks.
ChatGPT is an AI language model designed to understand and generate human-like text responses to a variety of prompts (requests/instructions) or questions.
Its ability to understand contexts, recognize patterns, and generate text that sounds like it was written by humans makes it a powerful tool for businesses and individuals alike.
While all AI capabilities are impressive and useful, the question arises: how useful can ChatGPT actually be within a CRM system?
With the ChatGPT Integration for SugarCRM from KINAMU, you can use all ChatGPT functions directly inside Sugar across all Sugar modules.
Furthermore, 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
Meetings Module
Calls Module
Tasks Module
Notes Module
Email Module
Additionally, we have created a ChatGPT Integration for SugarCRM Clipboard where you can enter prompts and quickly and efficiently receive responses. You can also take notes via the same user interface, so you can easily keep track of important information or ideas that arise during the conversation.
By integrating the chat and completion functions of ChatGPT into the SugarCRM system, you can receive suggestions, recommendations, or even automate repetitive or time-consuming tasks — saving valuable time and effort.
Thanks to ChatGPT’s extensive knowledge base, you can also quickly find answers, gather information, or get guidance on various topics without leaving Sugar. This makes the integrations a valuable knowledge source for your company.
Features of ChatGPT Integration
The ChatGPT Integration for SugarCRM from KINAMU includes the following features:
AutoCompletion in input fields
Chat dashlet with OpenAI’s GPT
Configurable chat history
Clipboard dashlet with OpenAI’s GPT
Email completion with OpenAI’s GPT
Separate configuration for chat, AutoCompletion, and email completion
Contextualization
ChatGPT Integration Pricing
Professional
99 € per user / year
Models
Curie, Babbage, Ada
- All features of ChatGPT Integration for SugarCRM
- No OpenAI account required
- API key via KINAMU
Enterprise
129 € per user / year
Curie, Babbage, Ada
Tuned models
- All features of ChatGPT Integration for SugarCRM
- OpenAI account required
- Own OpenAI API key
Professional+
50 € per user / year
Models
Everything in Professional, plus:
Davinci 3, GPT-4 (when released)
Professional
Includes all features of the integration and grants access to KINAMU’s API key with a reasonable token allowance. With the Professional plan, you can enjoy all the benefits of the ChatGPT integration without needing to create your own OpenAI account or manage your own API key.
Professional+
Professional+ is an add-on package to the “Professional” plan that gives you access to finetuning, Davinci 3, and GPT-4 upon release.
Enterprise
For this plan, you need your own OpenAI account with your own OpenAI API key. This plan offers more flexibility and control over token usage and is ideal for companies with larger teams or complex workflows. In addition, after release, you have access to model finetuning, free model choice, and GPT-4. These features are not included in the “Professional Plan.”
Use Cases of ChatGPT Integration
Meetings Module
You can use the ChatGPT Integration for SugarCRM from KINAMU to analyze your meeting details and execute your predefined prompts. For example, when composing a meeting invitation.
Prompt: record Write an invitation to a meeting on this topic and the discussion of the API reference.
To submit 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 perform tasks accordingly, a functionality known as contextualization. This feature can only be used in the detail view of a record, and its activation requires that the prompt begins with one of the five predefined keywords we have set. The keyword used in this example is “record.”
If you do not need the model to analyze the context, you can run the prompt without the keyword.
The ChatGPT Integration for SugarCRM executes the prompt accordingly:
Knowledge Base
Use the ChatGPT Integration for SugarCRM to add entries to your knowledge base.
Prompt: Write a detailed SugarKB article explaining the steps to change the preferred currency in a user’s profile so that they can display the desired currency and conduct transactions. Consider using bullet points.
Within the knowledge base, you can execute the prompt by clicking the diamond.
Here is the executed prompt:
Calls Module
When a call is transcribed within the calls 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.
With the ChatGPT Integration for SugarCRM, you can get quick summaries of previous calls or meetings.
Email Module
You can also ask the ChatGPT Integration for SugarCRM to execute multiple prompts within the email module. Here we instruct the integrations to create survey questions and then translate the questions into German.
Prompt 1: Write an email with some survey questions about the user experience with our CRM system. Consider using bullet points if needed.
In the email module, you can also click the diamond to execute your prompts.
As you can see, the ChatGPT Integration for SugarCRM not only fulfilled the prompt but also filled out the subject line accordingly.
Additionally, you can translate your email into any language using the ChatGPT Integration for Sugar Clipboard.
Prompt 2: Translate the text of this email into English.
Chat Module
Via your Sugar dashboard, you can access the ChatGPT Integration for SugarCRM chat, which is fully conversational and can answer all your questions!
A powerful feature of the ChatGPT Integration for SugarCRM chat is its ability to remember previous interactions and use them to generate more personalized and accurate responses afterward, as shown in the following screenshot.
