Smartstaff
2,359
edits
Changes
m
* Added a new setting to upload custom fields which allows the AI to automatically generate an English transcription of an uploaded media file. To toggle this setting on, go to '''UTA Configuration Settings''' > Click an upload custom field > Toggle on '''Enable +AI Transcription'''. Under the '''+AI Transcription Format''' field, select whether the transcription should be generated in subtitle or text format.
* Added a new setting to upload custom fields which allows the AI to answer questions about the uploaded image. To use this setting, go to '''UTA Configuration Settings''' > Click an upload custom field > Toggle on '''Enable +AI Vision'''. In the '''+AI Vision Prompt''' field, enter your prompts to the AI about the uploaded image.
* Added two new custom field settings to help users distinguish between user input and AI-generated content. Some custom fields will have a new toggle called '''Label as AI-Generated Content''' under the display settings. This will display an indicator at the bottom of the field that states the contents of the field are AI-generated. Additionally, "Special - Browser Script" custom fields will have a new toggle called '''Style as AI Button'''. This will stylize the button to be different from other system buttons.
* Added the ability to include consumer creation buttons in '''Reports'''. Also added support for provider variables <code>@provider.name@</code> and<code> @provider.description@</code> in external template pages.
* Updated the “Salesforce Account/Contact Data Synchronization” to allow improved mapping of fields to organization categories and user roles. The interface has been updated for improved usability.
* Updated various elements of the user interface to improve accessibility. Some changes include switching from pixels to REM units for font size, updating the sample template for user and company signup pages, and adding a setting to use native browser alerts instead of the yellow alert popup messages. The new alert setting can be found at '''Global Settings''' > '''Branding''' tab.
→Other Changes
<!-- 157894 - CRITICAL NOW: View Application PDF button no displaying the PDF -->
====Other Changes====
* Added the ability to create your own custom AI model for data analysis and reporting across multiple records within a UTA. For example, you could ask '''+AI Insight''' a question like “What are the award funding amounts for 2020, 2021, and 2023 respectively? " To see this feature, go to '''Global Settings''' > '''AI''' tab > '''+AI Insights'''. To ask question, navigate to the desired UTA and select the desired '''+AI Insight''' model. To learn more about this and other AI features, read [[AI | our introductory page on AI]].
<!-- 156737 - AI Analytica -->
* Added a new setting to custom fields called '''+AI Directive'''. This setting allows users to parse a block of unstructured text using named-entity recognition (NER). In addition, any instructions entered into the '''+AI Directive''' field can also be run on demand via a P3 script.
<!-- 153803 - AI Parser -->
* Added a new setting to upload custom fields which allows the AI to automatically generate an English transcription of an uploaded media file. To toggle this setting on, go to '''UTA Configuration Settings''' > Click an upload custom field > Toggle on '''Enable +AI Transcription'''. Under the '''+AI Transcription Format''' field, select whether the transcription should be generated in subtitle or text format.
<!-- 155064 - AI transcription and AI Vision -->
* Added a new setting to upload custom fields which allows the AI to answer questions about the uploaded image. To use this setting, go to '''UTA Configuration Settings''' > Click an upload custom field > Toggle on '''Enable +AI Vision'''. In the '''+AI Vision Prompt''' field, enter your prompts to the AI about the uploaded image.
<!-- 155064 - AI transcription and AI Vision -->
* Added two new custom field settings to help users distinguish between user input and AI-generated content. Some custom fields will have a new toggle called '''Label as AI-Generated Content''' under the display settings. This will display an indicator at the bottom of the field that states the contents of the field are AI-generated. Additionally, "Special - Browser Script" custom fields will have a new toggle called '''Style as AI Button'''. This will stylize the button to be different from other system buttons.
<!-- 147603 - Presentation of AI Content -->
* Added the ability to include consumer creation buttons in '''Reports'''. Also added support for provider variables <code>@provider.name@</code> and<code> @provider.description@</code> in external template pages.
<!-- 155301 - Consumer creation button in report builder to support Beatrice -->
* Updated the “Salesforce Account/Contact Data Synchronization” to allow improved mapping of fields to organization categories and user roles. The interface has been updated for improved usability.
<!-- 147831 - Salesforce integration -->
* Updated various elements of the user interface to improve accessibility. Some changes include switching from pixels to REM units for font size, updating the sample template for user and company signup pages, and adding a setting to use native browser alerts instead of the yellow alert popup messages. The new alert setting can be found at '''Global Settings''' > '''Branding''' tab.
<!-- 156846 - A11Y alerts
156868 - A11Y Investigate changing font sizes from pixels to another unit of measurement
