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→Using +AI with the Variable Processor
* '''[[+AI Directive]]:''' A multi-faceted feature that be used in conjunction with natural language, scripts and the variable processor to perform many time saving tasks such as analyzing text and automatically populating custom fields, summarizing and translating text, populating custom fields with internet-extracted data, converting text into other formats, comparing application requests with program objectives and providing a score, and much more.
* '''[[+AI Insights]]:''' Create your own custom AI model for data analysis and reporting across multiple records within a UTA. Trained insight '''+AI Insight''' models can quickly provide answers that involve aggregation, summarization, and prediction without the need to spend time constructing list view filters and reports. Alternatively create a custom model at the organization level, available in your system header. '''+AI Insight''' models at the Organization level contain uploaded training data.
* '''+AI Assistant:''' Execute actions at the record level such as updating statuses, modifying field values, or creating new fields, activities, and associations. Instead of finding a field and changing a value, use the hands-free voice interface to update the desired field.
* '''+AI Workflow''': Streamline your workflow process by creating workflow tasks from natural language instructions with AI assistance, eliminating the need for manual task creation and connection.
==Using +AI with the Variable Processor==
Once '''+AI''' integration has been set up, the automation mode can be used in various areas of the system. The existing SmartSimple variable processor has been modified in order to allow you to interface with the third-party AI vendor. To familiarize yourself with the syntax and possible statements, you can test the syntax using the '''Variable Syntax Helper''' by opening a object record and going to '''Tools''' > '''Configuration Mode''' > '''Variable Syntax Helper'''.
'''Note''': In the @ai() function call, there must be no spaces between parameters and commas.
===OpenAI===
The syntax used for prompts in web page views and workflows is:
[[File:AI_Syntax_FormatAI-Syntax-Format-New.png|none|800px]]
These parameters are explained as follows:
|-
||Ask AI to write an email for a specific user
||[[File:AI-Syntax-Prompt-Example-1-New.png|none|800px]]
|-
||Ask AI to write an email for a specific user using model gpt-4-0163
||[[File:AI-Syntax-Prompt-Example-New.png|none|800px]]
|-
||Ask AI to fix the spelling of a message
||[[File:AI-Syntax-Prompt-Example-2-New.png|none|800px]]
|-
||Ask the AI to write a grant application summary
||[[File:AI-Syntax-Prompt-Example-3-New.png|none|800px]]
|}
===Azure AI===
Azure AI can be used with the variable processor, custom field creation, and '''+AI Directive'''. Some '''+AI''' features such as '''+AI Assistant''' and '''+AI Insight''' are not supported with Azure AI.
====Syntax====
When using Azure AI, the syntax used within the variable processor is:
[[File:AI-Syntax-Prompt-Example-6-New.png|none|800px]]
These parameters are explained as follows:
