Revision as of 11:47, 9 May 2024

Overview

This article is about the +AI Assistant feature which allows internal users to instruct the AI to take actions on their behalf on Level 1 records. This can be helpful for a number of scenarios such as instructing +AI Assistant to update a status, update a field value, or even create new custom fields without leaving the chat window. In this article, you will learn how to configure and use +AI Assistant. 

Note: You will need an OpenAI license as well as access to your own model to use the +AI Assistant feature on SmartSimple. You must be a Global Administrator to enable this feature. Contact your account manager or SmartSimple Support for further information on billing and implementation. 

Configuration

To configure +AI Assistant, follow these steps: 

1. Go to UTA Configuration Settings > Level 1 tab > +AI Assistant.
2. Enter a Name and Description that outlines the purpose and objectives of the +AI Assistant. 
3. Under AI Instructions, provide instructions to the AI to guide its behavior and responses (Example: "Assume the role of a grant application reviewer and assess the objectives, funding requirements, and potential impact of the application"). 
4. Under Conversation Starters, enter any common prompts a user may wish to click on to begin interacting with this +AI Assistant model (Example: "Approve this grant"). These conversation starters will be displayed on the chat interface for users to select.
5. (Optional) Toggle on Require Confirmation of Actions if you want the AI to confirm with the user before performing the requested action. 
6. Under the “Role Permissions” section, select which roles should have access to the +AI Assistant feature.
7. Go to the Actions Security tab and select which roles should have Allow or Deny permissions under each of the listed actions.

Once configured, +AI Assistant can be launched by going to a Level 1 record > Tools > +AI Assistant. 

Examples

Users can collaborate with +AI Assistant on a number of tasks such as: 

• Updating a record status (“Approve this grant”, “Change the status to ‘Rejected’”).
• Associate a person with the record in a specific role (“Assign John Smith as a contact in the role ‘Funds Manager’”, “Make Bill Smith the owner”).
• Update a field value (“Update City to ‘New York’”, “Change the Phone Number to be ‘555-5555’”).
• Create a new Level 2 (“Create a copy of the Level 2 called “ABC” but set the Start Date to today’s date”).
• Create a new custom field (“Create a new custom field called ‘Marital Status’ with the following options: ‘Married’, ‘Single’, ‘Divorced’, or ‘Widow’”).