Overview of “AI Profile Scoring”AI Profile Scoring in vTiger CRM helps you quickly identify the most valuable Leads, Contacts, Organizations, and Opportunities. By analyzing configured fields, behaviors, and past interactions, the system assigns a score (0–100) to each record. These scores guide your team to focus on the right prospects, strengthen customer engagement, and improve sales forecasting for faster growth.
How to Install and Configure the AI Profile Scoring in vTiger?
- Purchase the AI Profile Scoring Integration from CRMTiger’s extension store.
- You will get a zip file in the email
- Login to vTiger CRM and install the zip file as you would install any plugin or extension
- Install the .zip (package) file of the extension by navigating to CRM Settings → Module Management → Modules, then click the “Module from ZIP” button as shown in the screenshot above.
- Accept the disclaimer checkbox as shown in the screenshot below, then select the ZIP file from your Downloads folder (assuming you have received and saved it from CRMTiger). Click the Import button to complete the installation.
- Once the installation is complete, the extension will appear under CRM Settings → Other Settings, as shown in the screenshot below.
License Configuration
Navigate to License Setup:
Settings → CRM Settings → Other Settings → AI Profile Scoring Configuration
- License Key (from CRMTiger order)
- Gemini API Key
Get Gemini API Key:
3. Click the info icon next to Gemini Key input. It opens Google AI Studio.
Gemini Free Plan – Request Limits (Usage Caps)
| Limit Type | Free Plan Limitation |
|---|---|
| Number of Questions per Day | Allowed, but with a daily cap (exact number not disclosed; estimated 30–50 prompts per day). |
| Speed Limit | Slower responses during busy hours or if limit is close. |
| File Uploads | Not supported at all in the free plan. |
| Characters per Request | May limit long questions or messages (usually around 4,000–8,000 characters max). |
| Chat Length | Only remembers limited part of the conversation (no long memory). |
| Image Uploads | Limited support (sometimes allowed on mobile, not fully functional). |
4. Click Create API Key, select a project, and confirm.
5. Click on “Create API Key for existing Project”.
6. Copy the API key and paste it into CRM.
7. Click Submit License.
