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==Overview==This article is about creating your own custom AI model using training data to best meet your needs. The purpose of a '''+AI Insight''' model can depend on the scope.A model within the scope of a UTA will appear in the specific UTA it was created for . A UTA level model can perform data analysis and reporting across multiple records within a single 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 “Can you list all the applications that are still in the ‘Draft’ status” 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 to incorporate knowledge specific to your process within the system. Custom models can also be created at A model with the organization level and scope of an entire instance will appear within your system header. Organizational Instance level '''+AI Insight''' models contain uploaded training data. Instance level '''+AI Insight''' models are ideal for uploading operational policies and procedures, governance policies and protocols, system usage guidelines and program specific guidelines. In this article, you will learn how to set up and both types of custom AI models. <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 custom modelaccount manager or [mailto:sales@smartsimple.com sales@smartsimple.com] for further information on billing and implementation. If you have an AI implementation with Microsoft Azure, be aware that some SmartSimple +AI features will not be available to you, such as '''+AI Insights'''.
<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 [mailto:sales@smartsimple.com sales@smartsimple.com] for further information on billing and implementation.
===Use Case: Report with +AI Insights===You Once the above configuration has been set up, users can easily useaccess the instance-wide ''' +AI InsightsInsight''' instead of having to set up a separate by clicking the '''Report+AI Insights'''button in the global header. For exampleThis will launch the desired model in a new chat window. =Use Cases====Reporting with +AI Insights===Instead of setting up a report, below here are a list some examples 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]]'''.
→Configuring +AI Insight for Your Instance
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=Configuration===Configuring +AI Insight for UTAs==ConfigurationTo configure a '''+AI Insight''' model for a specific UTA, follow these steps: # Navigate to '''Global Settings''' > '''+AI''' tab > '''+AI Insights'''.# Click the “New Insight Model” button (plus sign).# Under the '''Scope''' field, select “UTA”. With this configuration, the model data is based on Level 1 records of a specific status and type and will only be available to a single UTA.# Under the '''Name''' field, enter a descriptive name.# Under the '''AI Instructions''' field, tell the AI what you want it to do with the UTA data (Example: "Analyze grant applications and provide aggregation data").# Under '''Conversation Starters''', enter any common prompts a user may wish to ask the +AI Insight model (Example: "What is the total of requested funds for applications currently in the approved status?"). Separate each conversation starter with a line break. These conversation starters will be displayed on the chat interface for users to select.# Under '''Tracking Application''', select the desired UTA. If you wish to filter the kinds of records that will be used by the AI as training data, you can do so by using the Type and Status fields.# Set role permissions as desired. .# Click '''Upload Training Data''' to update the AI’s model with the desired Level 1 records.# Click '''Save'''. '''Note:''' To ensure the AI is using the most recent dataset, be sure to periodically press the Upload Training Data button to update the AI with the latest information from the selected Tracking Application. Once the above configuration has been set up, users can access '''+AI Insight''' by navigating to the appropriate UTA and clicking the '''+AI Insights''' button in the action bar. If multiple '''+AI Insights''' have been configured for the UTA, the user can select the desired model from the dropdown to launch the chat window. ==Configuring +AI Insight for Your Instance==To configure a '''+AI Insight''' model available to your own modelentire instance, follow these steps:
# Navigate to '''Global Settings''' > '''+AI''' tab > '''+AI Insights'''.
# Click the “New Insight Model” button (plus sign)
# Under the '''TypeScope''' field, select "UTA" if you are creating a UTA model“Instance”. With this configuration, the model data is based on Level 1 records of a specific status and type and will only be available to a single UTAuploaded training data. Alternatively, you may also select "Organization" to create an organization GPT that Instance-wide +AI Insight models can later be accessed in through the global header. For '''+AI Insight''' models configured for organizations, data is based on uploaded training databy users.# Under the '''Name''' captionfield, enter a descriptive namesuch as “Organizational Policies and Procedures”.# The Under the '''Prompt SuggestionsAI Instructions''' field can be populated , tell the AI what you want it to do with sample prompts for commonly asked questions. These prompts will appear above the chat window when uploaded training data (Example: "Analyze the uploaded data and provide answers to user launches their queries").# Under '''+AI InsightConversation Starters''' model.# Under , enter any common prompts a user may wish to ask the '''Tracking Application+AI Insight''', select model (Example: "Outline the process for contesting a decision"). Separate each conversation starter with a line break. These conversation starters will be displayed on the desired UTA chat interface for users to use select.# Set role permissions as a training setdesired. In addition# Next, you may choose go to filter the kinds of records you want “Training Files” tab and upload all the relevant documents the AI will need in order to include by type or statusanswer in the desired manner. Set role permissions if neededIf uploading a PDF file, avoid using tables and make sure all the text is selectable for the best results.
# Click '''Save'''.
* Make a list of the top ten funding recipientsby amount
* Which applications with a status of “Review” have been submitted within the last 30 days?
* How many applications had their status set to “Declined” this month? Make a 200 word summary of why they were declined.
* Using all the applications that have their status set to “Approved” this month, write a summary of why they were approved.
===Use Case: Compare/Contrast Application Submissions===As an example, let’s use the '''+AI Insights''' to help reviewers compare and contrast application summaries on a grants manager (or similar submission tracking application). Unlike the '''[[Work with +AI]]''' feature (ideally suited for external users) that can help you on the individual record page, '''+AI Insights''' can aggregate, summarize, and review data across multiple records.
If we have multiple records in our grants manager with each record containing a text summary of their video applications, we can ask '''+AI Insights''' to compare and contrast these application summaries to help us in our decision-making process.
# Go to the UTA list view.
# Select the '''+AI Insights''' button in the top action bar to select and launch your desired '''+AI Insight''' model.
# In the chat window, ask '''+AI Insight''' to analyze the records in bulk. For example, you could ask the AI to compare/and contrast the text transcripts of two video applications and make a recommendation based on how well the text transcript meets program objectives. <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, see '''[[+AI Vision]]''' and '''[[+AI Transcription]]'''.
===Surface +AI Insights on Portal Pages===