Changes

This article is about creating your own custom AI model for data analysis and reporting across multiple records within a UTA. This will give you the ability to quickly query your dataset using natural language instead of building a list view filter or report. For example, you could ask '''+AI Insight''' a question like “Please list all the applications that are still in the ‘Draft’ status” or “What are the award funding amounts for 2020, 2021, and 2023 respectively?”. Using the answers provided by '''+AI Insights''' can help you in several areas, such as aggregation, summarization, and prediction. It also provides the added benefit of using your own custom training set so the AI model can learn and incorporate knowledge specific to your system. This Custom models can also be created at the organization level and appear within your system header. Organizational '''+AI Insight''' models contain uploaded training data. In this article also outlines , you will learn how to set up and use your custom model.

# Click the “New +AI Analyst” Insight Model” button (plus sign)# Under the '''Analyst Type''' field, select "UTA" if you are creating a UTA model. With this configuration, the model data is based on Level 1 records of a specific status and type and will only be available to a single UTA. Alternatively, you may also select "Organization" to create an organization GPT that can later be accessed in the global header. For '''+AI Insight''' models configured for organizations, data is based on uploaded training data.# Under the '''Name''' caption, enter a descriptive name.