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→Surface +AI Insights on Portal Pages
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 article also outlines how to set up and use your custom model.
<u>'''Note:'''</u> You will need an OpenAI license to use AI features on SmartSimple. You must be a '''Global Administrator''' to enable this feature. Contact your account manager or SmartSimple Support [mailto:sales@smartsimple.com sales@smartsimple.com] for further information on billing and implementation.
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# Click '''Save'''.
===Use Case: Reporting Report with +AI Insights===
You can easily use''' +AI Insights''' instead of having to set up a separate '''Report'''. For example, below are a list of questions you could ask '''AI Insight''':
<u>'''Note:'''</u> If your submission process includes media files, you can use other AI features to automatically generate summaries of the media contents as soon as they are uploaded. To find out more, read about using '''[[+AI Vision]]''' and '''[[+AI Transcription]]'''.
===Surface +AI Insights on Portal Pages===
'''+AI Insight''' models can also be surfaced in portal sections to allow users to interact with a specific '''+AI Insight''' model by presenting a button within the portal interface. To configure this feature, follow these steps:
# Go to '''Main Menu''' > '''Users''' tab > '''Portals''' > Edit the desired portal > Create or edit a portal section with buttons
# Under the '''Buttons''' field, add a new button and give the button a descriptive '''Caption''' (Example: "Chat with +AI Insight")
# Click the '''URL Lookup''' button (binoculars icon)
# In the selection window, select "+AI Insights" as the object type. Select the desired tracking application and specific +AI Insight model you want to surface.
# Click '''Apply''' to save the selection
If the user possesses the necessary permissions to access the '''+AI Insight''' model, clicking the configured button in their portal will open a new or current window dedicated to the selected '''+AI Insight''' model, enabling the user to enter prompts, receive aggregation, and generate summaries or prediction information.
Alternatively, you may surface the '''+AI Insight''' model as a portal shortcut, by selecting “URL” for the '''Action Type''' and using the '''URL Lookup''' as described above.
[[Category: AI]]