Smartstaff, administrator
3,321
edits
Changes
→Surface +AI Insights on Portal Pages
===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 , shortcut, or by with a direct link within the portal interface. To configure this featureas a button, follow these steps:
# Go to '''Main Menu''' > '''Users''' tab > '''Portals''' > Edit the desired portal > Create or edit a portal section with buttonssuch as a banner type section.
# 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 URL Lookup window, select "+AI Insights" as the object type. Select the desired scope (UTA / Instance / Global) # If you picked UTA select the desire 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''' or direct link similarly as described above.
[[Category: AI]]