Difference between revisions of "+AI Assistant"
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This article is about the '''+AI Assistant''' feature which allows internal users to instruct the AI to take actions on their behalf on Level 1 records. This can be helpful for a number of scenarios such as instructing '''+AI Assistant''' to update a status, update a field value, or even create new custom fields without leaving the chat window. In this article, you will learn how to configure and use '''+AI Assistant'''. | This article is about the '''+AI Assistant''' feature which allows internal users to instruct the AI to take actions on their behalf on Level 1 records. This can be helpful for a number of scenarios such as instructing '''+AI Assistant''' to update a status, update a field value, or even create new custom fields without leaving the chat window. In this article, you will learn how to configure and use '''+AI Assistant'''. | ||
| − | <u>'''Note:'''</u> You will need an OpenAI license | + | <u>'''Note:'''</u> You will need an OpenAI license to use the '''+AI Assistant''' feature on SmartSimple. You must be a '''Global Administrator''' to enable this feature. Contact your account manager or SmartSimple Support for further information on billing and implementation. |
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=Configuration= | =Configuration= | ||
Latest revision as of 14:13, 9 May 2024
Overview
This article is about the +AI Assistant feature which allows internal users to instruct the AI to take actions on their behalf on Level 1 records. This can be helpful for a number of scenarios such as instructing +AI Assistant to update a status, update a field value, or even create new custom fields without leaving the chat window. In this article, you will learn how to configure and use +AI Assistant.
Note: You will need an OpenAI license to use the +AI Assistant feature on SmartSimple. You must be a Global Administrator to enable this feature. Contact your account manager or SmartSimple Support for further information on billing and implementation.
Configuration
To configure +AI Assistant, follow these steps:
- Go to UTA Configuration Settings > Level 1 tab > +AI Assistant.
- Enter a Name and Description that outlines the purpose and objectives of the +AI Assistant.
- Under AI Instructions, provide instructions to the AI to guide its behavior and responses (Example: "Assume the role of a grant application reviewer and assess the objectives, funding requirements, and potential impact of the application").
- Under Conversation Starters, enter any common prompts a user may wish to click on to begin interacting with this +AI Assistant model (Example: "Approve this grant"). These conversation starters will be displayed on the chat interface for users to select.
- (Optional) Toggle on Require Confirmation of Actions if you want the AI to confirm with the user before performing the requested action.
- Under the “Role Permissions” section, select which roles should have access to the +AI Assistant feature.
- Go to the Actions Security tab and select which roles should have Allow or Deny permissions under each of the listed actions.
Once configured, +AI Assistant can be launched by going to a Level 1 record > Tools > +AI Assistant.
Examples
Users can collaborate with +AI Assistant on a number of tasks such as:
- Updating a record status (“Approve this grant”, “Change the status to ‘Rejected’”).
- Associate a person with the record in a specific role (“Assign John Smith as a contact in the role ‘Funds Manager’”, “Make Bill Smith the owner”).
- Update a field value (“Update City to ‘New York’”, “Change the Phone Number to be ‘555-5555’”).
- Create a new Level 2 (“Create a copy of the Level 2 called “ABC” but set the Start Date to today’s date”).
- Create a new custom field (“Create a new custom field called ‘Marital Status’ with the following options: ‘Married’, ‘Single’, ‘Divorced’, or ‘Widow’”).
