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The AI interactive mode is made available through the '''Work with +AI''' feature which can be enabled on nearly every record in the system, including organization profiles, user profiles, and UTA records. To configure the AI on a particular UTA, go to '''UTA Settings''' > '''Level 1/2/3''' tab > '''AI'''. On this page, custom instructions and templates can be set up. On the '''Permissions & Availability''' tab, users can set access to the feature by role, record type, or record status.
→Interactive Mode
==Interactive Mode==
The AI interactive mode is made available through the '''Work with +AI''' feature which can be enabled on nearly every record in the system, including organization profiles, user profiles, and UTA records.
===Configuring Interactive Mode===
Once permissions have been set up, navigate to the desired UTA record and select '''Tools''' > '''Work with +AI''' in the top action bar. This will open a modal window into which you can enter your prompts and adjust the '''Temperature''' setting.
===Setting up Templates===