Symptom / Need

The user needs to create or modify modules in wolkvox CRM quickly, accurately, and in a personalized way without requiring advanced technical knowledge.

Context / Scenarios

Wolkvox CRM offers artificial intelligence-based functionality that allows you to create and edit modules based on natural language instructions. This tool is ideal for users who want to quickly configure fields within custom modules, either from scratch or on existing modules. The AI interprets the user's instructions (prompts) to automatically define the form fields.

Answer (Solution / Recommendation)

Below, we explain step by step how to activate this feature, create a new module, and edit existing modules using artificial intelligence in wolkvox CRM:

Activating the AI Wizard for Modules

1. Access the wolkvox CRM settings from the left side menu.
2. Go to the "Users" tab.
3. Select the "Profiles" option.
4. Choose a profile.

5. Go to the "Administrator" tab.
6. Within the "Administrator" section, activate the "AI Assistant for Modules" checkbutton.
7. Click "Edit" to save your changes.

Creating modules with artificial intelligence

1. Go to the wolkvox CRM settings.
2. Go to the "Customize" tab.
3. Click on "AI Assistant for Modules".
4. In the text input field, describe the fields and features you want your module to have.
5. Click "Generate" to have the AI process your instructions.

6. If necessary, continue sending new prompts to adjust or refine the generated fields.
7. Check your prompt history to review your previous requests.
8. Review the preview of the generated form.

9. Once you're satisfied, click "Create Form."

10. Complete the module data in the modal window:
    1. Name
    2. Plural noun
    3. Singular name
    4. Icon
11. Click "Create" and confirm the creation of the module.

Editing modules with artificial intelligence

1. Go to the wolkvox CRM settings.
2. Go to the "Customize" tab.
3. Select "Modules and Fields".
4. Choose the module you want to edit.

5. Go to the "Fields" section.
6. Use the "Edit Module with AI" field to make adjustments via prompts. Click "Generate" to send the instruction to the AI.
7. Use the preview to validate the changes made.

8. Enter the prompt in the text field and click "Generate." You can request changes such as adding, modifying, or deleting fields, or even changing field names.
9. The prompt history will be updated every time you generate a new prompt. If you're happy with the settings, click "Edit" to apply and save the changes.

Tips for creating efficient prompts

To achieve better results with the AI assistant, consider the following recommendations when drafting your prompts:

• Clearly specify the purpose of the module.
• Detail each field you want to include and its type (text, date, number, etc.).
• Indicate if a field should be mandatory.
• Use lists if your description includes multiple elements.
• Avoid vague terms like “Configure a sales module.”
• Use clear and direct language.
• Review the prompt history before making new adjustments.