Smartstaff
2,168
edits
Changes
m
→Configuring +AI Insight for Your Instance
# Under '''Tracking Application''', select the desired UTA. If you wish to filter the kinds of records that will be used by the AI as training data, you can do so by using the Type and Status fields.
# Set role permissions as desired. .
# Click '''Upload Training Data''' to update the AI’s model with the desired Level 1 records. When uploading a JSON file, be sure to enclose name/value pairs in double quotation marks ( " ).
# Click '''Save'''.
# Under '''Conversation Starters''', enter any common prompts a user may wish to ask the '''+AI Insight''' model (Example: "Outline the process for contesting a decision"). Separate each conversation starter with a line break. These conversation starters will be displayed on the chat interface for users to select.
# Set role permissions as desired.
# Next, go to the “Training Files” tab and upload all the relevant documents the AI will need in order to answer in the desired manner. When uploading a JSON file, be sure to enclose name/value pairs in double quotation marks ( " ).
# Click '''Save'''.
'''Note:''' In regards to uploading training files, if uploading a PDF file, avoid using tables and make sure all the text is selectable for the best results.
Convert .doc files to .docx (use lower case extension) before uploading.
Once the above configuration has been set up, users can access the instance-wide '''+AI Insight''' by clicking the '''+AI Insights''' button in the global header. This will launch the desired model in a new chat window.
