1. Access AI Biz Assistant

Step 1: Log in to GTG CRM

Log in to your GTG CRM account.

Step 2: Open the Sidebar menu

Look at the toolbar on the left (sidebar menu).

Step 3: Find an AI Assistant

Scroll down to the Operations section, and you'll find the "AI Assistant" feature. Click on it.

2. Main interface

List of conversations

When you open the AI Assistant, you will see a list of your previous conversation history.

Create a new conversation

Click the "New Conversation" button to start asking the AI questions.

AI Assistant interface

This is the main interface for interacting with AI:

• Question input field : Where you type your question
• Suggested questions : GTG CRM suggests some common questions.
• Chat history : Previous questions and answers

3. How to ask questions

Basic principles

• Use natural language , as if you were having a conversation.
• The more specific the question, the more accurate the answer will be.
• You can ask follow-up questions based on the previous answer.

Examples of how to ask a question.

❌ Do not:

• "Show me the data"
• "Report"

✅ Recommended:

• "How many leads did we have in December?"
• "Which product is selling best?"
• "Which ad campaign generated the most leads?"

4. Common question types

Ask about Leads/Customers

Sample question:

 The AI will provide a specific number of leads. Có bao nhiêu leads trong tháng này? 

Ask for more details:

 The AI will list the leads with the following information: Name, Creation Date, and other relevant details. Liệt kê các leads 

Inquire about Ads Campaigns

Sample question:

 The AI will retrieve data from the Ads module (Facebook Ads, Google Ads) to provide the answer. Chiến dịch ads nào đang mang lại nhiều leads nhất? 

Questions about Content & Social Media

Sample question:

 AI will analyze social media posts and provide insights into the most effective types of content. Dạng nội dung nào có mức tương tác cao và đem lại hiệu quả trên mạng xã hội? 

Inquire about the product.

Sample question:

 The AI will list the best-selling products based on data from the Product Management module. Sản phẩm nào đang bán chạy nhất? 

Ask AI to make the decision.

Sample question:

 AI will analyze the data and suggest the most effective marketing channels. Tôi nên tập trung vào mảng nào? 

Ask for risk prediction.

Sample question:

 AI will analyze trends and provide warnings about potential risks. Nếu tiếp tục như hiện tại thì rủi ro sẽ nằm ở đâu? 

Thanks to AI, we suggest keywords.

Sample question:

 AI will suggest relevant keywords based on your product and industry. Suggest cho tôi keyword để chạy quảng cáo Google cho ngành hàng của tôi 

5. Understanding the results

Answer format

AI Biz Assistant responds in various formats:

Ask for more details

If the answer isn't informative enough, you can ask further questions:

• "Give me more details about..."
• "List them specifically..."
• "Further explanation about..."

6. Tips for effective use

✅ Should do

1. Ask specific questions.

   • Instead of asking "revenue," ask "What was the revenue for December?"

2. Use timelines

   • "In the last 7 days..."
   • "This month..."
   • "Fourth quarter..."

3. Follow-up question

   • After receiving the answer, you can ask for more details.

4. Comparison request

   • "Compare this month's revenue with last month's."

5. Thanks to AI suggestions.

   • "What should I do to increase revenue?"

❌ Do not

1. The question is too general.

   • "Show me all the data."

2. Ask for data that is not yet in the system.

   • AI can only respond based on data already entered into GTG CRM.

3. Expectations for AI to understand external context.

   • AI does not have general market information.

Summary

AI Biz Assistant helps you:

✅ Query data using natural language

✅ Synthesizes information from multiple modules

✅ Gain insights and action suggestions

✅ Save time reviewing reports

✅ Data-driven decision-making

Note: The AI Biz Assistant is constantly being improved. If you have any questions that the AI hasn't answered yet, please provide feedback so the GTG CRM team can update it.