Description
AI Record Summary Plugin for vTiger CRM
Turn your CRM records into clear, actionable insights with CRMTiger’s AI Record Summary Plugin, powered by Gemini AI. This smart tool automatically generates concise summaries of Contacts, Organizations, Opportunities, and Leads, etc, highlighting key details, engagement history, risks, and opportunities. With interactive options like Make Shorter, Expand, Next Step Suggestion, Refresh, and Copy, users can adapt summaries to their needs. The plugin works seamlessly inside vTiger CRM, saving time, simplifying workflows, and helping teams make faster, smarter decisions.
Key Features
- AI-Powered Summaries – Instantly generate intelligent summaries of Contacts, Organizations, Opportunities, and Leads.
- Contextual Insights – Highlight key details such as engagement history, risks, and opportunities.
- Customizable Views – Use options like Make Shorter, Expand, Next Step Suggestion, Refresh, and Copy to adapt summaries to your needs.
- Seamless Integration – Works smoothly within your existing vTiger CRM modules.
- Time-Saving Efficiency – Eliminate manual record reviews and make faster, smarter decisions.
Frequently Asked Questions (FAQ)
What is the AI Record Summary Plugin?
It’s a vTiger CRM extension by CRMTiger, powered by Gemini AI, that generates intelligent summaries for records across any enabled CRM module. It helps you quickly understand key details, engagement history, opportunities, and risks without manually reviewing lengthy record data.
How does it work inside vTiger CRM?
After installing the extension and activating it with your license key, you can configure the setup by selecting the desired modules and fields where the AI Record Summary should be enabled. Once enabled, simply open a record’s detail view and click on the AI Record Summary button. A popup will display the AI-generated summary along with additional options like Make Shorter, Expand, Next Step Suggestion, Refresh, and Copy.
Can the summary be customized?
Yes, summaries can be refined using the interactive options. For example, you can make the summary shorter, expand it for more details, get next-step suggestions, or highlight risks and opportunities. However, the AI-generated content itself cannot be manually edited.
Is it compatible with my vTiger CRM version?
The plugin supports vTiger 7.x and 8.x above. If you’re using an older version, our team can assist with compatibility and setup.
Release Notes
Version: 1.0
Update Date: 17th September 2025
New Feature
New Plugin Added
AI Record Summary Plugin now available for vTiger CRM.
Smart AI Summaries
Automatically generates intelligent summaries for records across all CRM modules.
Seamless Integration
Summaries accessible directly from the record detail view with interactive options for customization.
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