Generative AI for reading CRM emails
Artificial intelligence applied to automatically reading the CRM emails
We are pleased to announce a new advanced implementation for vTiger CRM that we have recently developed for one of our clients operating in the real estate sector in Puglia.
The Challenge
Our client uses vTiger CRM to manage bookings for their accommodations. Currently, leads are entered into the system through three main methods:
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Manual entry
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Webform submissions
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Automatic acquisition via MailScanner
In particular, we had developed custom procedures for the MailScanner that allowed the system to automatically detect booking information contained in emails. The client advertises their accommodations on numerous real estate portals, each of which sends email notifications when a potential customer requests information.
Recently, however, the managers of these portals changed the format of their emails, removing the previous standardization. This change compromised the effectiveness of our data extraction procedures, creating difficulties in the automated management of bookings.
The Innovative Solution
To resolve this issue, we implemented an integration with artificial intelligence, using GPT APIs through Azure. This new system works intelligently:
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Emails containing all the main data in a standard format continue to be processed by the traditional system
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Only emails lacking the main data or using non-standard formats are analyzed by the generative AI
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This selective approach helps optimize token usage and control API costs
The Benefits of AI Integration
This implementation offers several significant advantages:
Independence from email formats
It is no longer necessary to adapt the system to predefined email formats. The generative AI is capable of understanding and correctly interpreting the content of emails regardless of their structure.
Superior extraction capability
Advanced language models (LLMs) can identify information that traditional code would not be able to detect, thanks to their ability to understand natural language and context.
Advanced contextual analysis
The most significant advantage is the ability to extract accurate information based on the context of the communication, making the system much more flexible and intelligent.
A Step Toward the Future
This implementation is a concrete example of how artificial intelligence can be integrated into existing CRM systems to solve real-world problems and improve business operational efficiency.
