Using AI Models in CRM Workflows

Leveraging AI in Your CRM Workflows

Modern businesses require intelligent automation that can understand context and generate human-like content. Your CRM platform integrates powerful AI models directly into workflow automation, enabling you to create personalized follow-ups, summarize conversations, draft emails, and generate dynamic content with minimal setup.

Available AI Models

When adding an AI step to your workflow, you can select from several models:

• GPT-3.5 Turbo: A capable model suitable for many basic tasks
• GPT-4: Offers advanced capabilities and more consistent responses
• GPT-4 Turbo: Provides faster response times and improved performance
• GPT-4o: Optimized for specific use cases with balanced performance
• GPT-4o Mini: A lightweight version that offers efficient processing

Pricing Structure

The AI functionality operates on a transparent, token-based pricing model with zero markup. You pay exactly what the AI provider charges based on:

• Input tokens (the content of your prompts)
• Output tokens (the AI-generated responses)
• The specific model you select

This replaces the previous flat fee structure, ensuring you only pay for what you use.

Setting Up AI Workflow Steps

Adding an AI Action

To incorporate AI into your workflow:

1. Add a "GPT powered by OpenAI" action to your workflow
2. Select the action type: Analyze Text Sentiment, Summarize Text, Translate, or Custom
3. For custom prompts, enter your specific instruction

Using Dynamic Variables

Enhance your prompts by inserting dynamic fields such as {{contact.first_name}} or {{event.notes}} to personalize the AI's output based on specific contact data or workflow context.

Testing and Implementation

After configuring your AI step, test the workflow with a contact to see the generated output. The AI content can then be used in subsequent workflow steps, stored in custom fields, sent as emails or SMS messages, or logged for internal use.

Common Use Cases

• Lead Follow-Up: "Draft a friendly message to {{contact.name}} thanking them for their interest"
• Conversation Summary: "Summarize this conversation in 2-3 bullet points"
• Email Drafting: "Write a persuasive email promoting our {{contact.custom_value.offer}}"

Frequently Asked Questions

What are the differences between the AI models?

GPT-4 Turbo offers faster response times and better performance than previous versions. GPT-4 provides more advanced capabilities and consistency, while GPT-3.5 serves well for basic tasks. The newer models offer improved contextual understanding and handling of complex queries.

Are all AI models available on every plan?

Access to premium AI features may vary based on your subscription plan. Check your current plan details or contact support for specific availability and upgrade options.