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* converting text into different formats like JSON
* summarizing and translating text
<!--* performing calculations-->
* comparing application requests with program objectives and providing suggestions or scores on their alignment
* populating custom fields with data extracted from the internet
'''Note:''' 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.
'''+AI Directive''' is implemented through SmartSimple as a new custom field setting. Below, we outline the two main modalities under which '''+AI Directive''' may be used.
Grant Application: "@txtApplicationBody@"
</pre>
'''Note:''' Please note that P3 Script is reserved to the SmartSimple staff only. Please contact Support if you require help adding it to your system.
Alternatively, you could do something similar using the Variable Processor. In this scenario you would enter something like:
* Supported Standard fields include:
** '''Level 1 Standard Fields''': Name, Description, Start and End Date, Close Date
** '''Level 2 and 3 Standard Fields''': Subject, Title, Description, Location, Start And End Date
** '''User Standard Fields''': First Name, Middle Name, Last Name, Title, Prefix, Suffix, Phone, Phone Extension, Email, Address, Address 2, City, State/Province, Zip/Postal Code
** '''Company Standard Fields''': Name, Address, Address 2, City, State/Province, Zip/Postal Code, Phone, Website
In the following section, we will provide a detailed guide on how to configure your system to accomplish various common use cases.
As an example, let’s solve a common problem with application submissions using '''+AI Directive'''. Applicants often submit long documents containing undifferentiated information about the applicant, their organization, their requested funding, and more. We can save time by using the NER Parser modality of '''+AI Directive''' to parse and retrieve the relevant information.
In this case, let’s use '''+AI Directive''' to read through the application and do the following: pull out the applicant’s contact information, create a short summary of the application, store the organization’s details as a JSON, and answer a few basic criteria questions about the submission.
# Create a field to store the sample input text that needs to be parsed
# Create a P3 script to run any '''+AI Directives''' specified
# Create a browser button that can be click clicked to run '''+AI Directives''' ad-hoc
# Create a field for the AI to store the parsed text to
# Later, we test our Test the final configuration by doing the following:# Create a record and populate one of the fields with the sample text that needs to be parsed# Click the browser button to run the P3 script set up earlier# Reload the record to see the results
A P3 script will be used to trigger the NER Parser.
# Navigate to the desired UTA > '''Configuration Settings ''' > '''Level 1 ''' tab > '''P3 Script Editor ''' > Click the '''New P3 Script ''' button
# For '''Name''', enter “aiparseApp”
# For '''Source''', enter:
session.runAIdirective();</pre>
In the first line of the '''Source''', we are telling the system to parse the contents of the “Text Box - Text Multiple Lines” custom field we created in the previous step by passing the '''Custom Field ID''' as a parameter: the syntax is <code>session.AIParse(CustomFieldID);</code>. In the next line, we are instructing the AI to run any '''+AI Directives''' specified on the record to run concurrently. We will specify the '''+AI Directives''' in a later step.
'''Note:''' Please note that P3 Script is reserved to the SmartSimple staff only. Please contact Support if you require help adding it to your system.
===Creating a Button to Trigger the AI NER Parser via P3 Script===
# Create a custom field with the '''Field Type ''' set to “Special - Browser Script” and set the '''Trigger Type set ''' to “On Demand”. This field will create a button on the record that will run the P3 script we created earlier. This allows us to run the P3 script ad-hoc.
# For '''Field Name''' enter “ai_browser_script”. For '''Caption''' enter “Run AI Parser”.
# Under the '''Custom Script''' input, enter the following:
# For '''Field Name''' enter “applicant_information”
# For '''Caption''' enter “Applicant Information”
# For '''+AI Directive''' enter a hashtag (#). The hashtag symbol lets the AI know that any text about related to the '''Caption''' (“Applicant Information” ) should be parsed from the original text block and stored in this field.
===Storing Organization Information in a JSON Custom Field===
===Testing your Configuration===
To test your configuration, let’s do the following:
# Create a new record in the UTA
# Under the new custom field we created (“A Block of Sample Text”), enter the sample application text. For reference, you may use the [[Media:+AI_Directive_Sample_Text_Block.txt | this sample in the appendix at the end of the articletext block]]. <br /><u>'''Note: '''</u> The text must be less than 6000 words. In a future upgrade, this limit will be increased to 32,000 words.
# Save the record
# Click the browser button we created to run the AI parser
# If When the script has run successfullyfinishes running, you it will see an alert that states display the customizable “Parse Complete”alert. This may take a few minutes.
# Reload the record to see the results
