Difference between revisions of "Enabling +AI Within Your System"
Mark Bridger (talk | contribs) |
Mark Bridger (talk | contribs) (→Configuration) |
||
| (21 intermediate revisions by 3 users not shown) | |||
| Line 2: | Line 2: | ||
The SmartSimple Cloud '''+AI''' integration gives you the ability to utilize large language models (LLM) from within SmartSimple Cloud’s business process automation platform. LLMs may be utilized to improve productivity, processes, and outcomes. This article will walk you through enabling '''+AI''' integration within the system and answering some frequently asked questions. | The SmartSimple Cloud '''+AI''' integration gives you the ability to utilize large language models (LLM) from within SmartSimple Cloud’s business process automation platform. LLMs may be utilized to improve productivity, processes, and outcomes. This article will walk you through enabling '''+AI''' integration within the system and answering some frequently asked questions. | ||
| − | <u>'''Note:'''</u> You will need an OpenAI license to use AI features on SmartSimple | + | <u>'''Note:'''</u> You will need an OpenAI license to use AI features on SmartSimple. Contact your account manager or [mailto:sales@smartsimple.com sales@smartsimple.com] for further information on billing and implementation. |
__TOC__ | __TOC__ | ||
| Line 12: | Line 12: | ||
<!--INTERNAL NOTE: AI features will get their own tab in February based on ticket 157703. --> | <!--INTERNAL NOTE: AI features will get their own tab in February based on ticket 157703. --> | ||
| − | You will need to purchase your own license from OpenAI. To see available pricing options, go to [https://openai.com/pricing openai.com] | + | You will need to purchase your own license from OpenAI. Alternatively, some '''+AI''' functionality is available with Microsoft's Azure OpenAI service. You are required to purchase a subscription license to use Azure AI as a service provider in your system. Trial versions of Azure subscriptions are not supported. To see available pricing options, go to [https://openai.com/pricing openai.com] or [https://azure.microsoft.com/en-ca/pricing/details/cognitive-services/openai-service/ azure.microsoft.com] |
Add your license to an integration key by going to '''Menu Icon''' > '''Global Settings''' > '''Integrations''' tab > '''Integration Key Management''' > Add an integration key with the '''Type''' set to "OpenAI". | Add your license to an integration key by going to '''Menu Icon''' > '''Global Settings''' > '''Integrations''' tab > '''Integration Key Management''' > Add an integration key with the '''Type''' set to "OpenAI". | ||
Enter the API key provided by OpenAI and click '''Save'''. <br /> [[File:2023-07-ticket-146788 – 6.png|thumb|none|800px| As part of the <strong>Integration Key</strong> configuration, you will be required to get an API key from OpenAI.]] | Enter the API key provided by OpenAI and click '''Save'''. <br /> [[File:2023-07-ticket-146788 – 6.png|thumb|none|800px| As part of the <strong>Integration Key</strong> configuration, you will be required to get an API key from OpenAI.]] | ||
| + | |||
| + | '''Note:''' Multiple Open AI Integration Keys are not supported. Only a single Open AI Integration Key is allowed at a time. Once a key has been created, you must delete the key if you wish to change providers in the future. | ||
==Frequently Asked Questions== | ==Frequently Asked Questions== | ||
===Which AI vendor does SmartSimple use?=== | ===Which AI vendor does SmartSimple use?=== | ||
| − | SmartSimple is flexible enough to integrate with different third-party AI vendors. Currently, our integration supports OpenAI's ChatGPT- | + | SmartSimple is flexible enough to integrate with different third-party AI vendors. Currently, our integration supports OpenAI's ChatGPT-4o model by default. |
| + | |||
| + | ===Can we use our own fine-tuned model or a different model with OpenAI?=== | ||
| + | Yes. You can use your preferred custom model within the AI's automation mode by modifying the opening syntax. For example, if you wanted to use use your own custom model with OpenAI, you can specify it in the syntax like so: [[File:AI-Syntax-Prompt-Example-5 New.png|none|800px]] | ||
===Can we use a different vendor other than OpenAI?=== | ===Can we use a different vendor other than OpenAI?=== | ||
If you would like to integrate with a different vendor, reach out to our Platform Solutions team or your account manager for more details. | If you would like to integrate with a different vendor, reach out to our Platform Solutions team or your account manager for more details. | ||
| − | ===Can we use | + | ===Can we use a different vendor with other SmartSimple +AI features?=== |
| − | + | Azure AI can be used with the variable processor, custom field creation, and '''[[+AI Directive]]'''. Some '''+AI''' features such as '''[[+AI Assistant]]''' and '''[[+AI Insights]]''' are not supported with Azure AI. | |
| + | |||
| + | Azure AI can be referenced in the variable processor using the syntax example below. The "deployment name" is an optional parameter. If left unspecified, the model configured within the '''Integration Key Management''' settings will be used. | ||
| + | [[File:AI-Syntax-Prompt-Example-6-New.png|none|800px]] | ||
===Who is responsible for the data that is used with the AI feature?=== | ===Who is responsible for the data that is used with the AI feature?=== | ||
Latest revision as of 13:35, 18 September 2024
Overview
The SmartSimple Cloud +AI integration gives you the ability to utilize large language models (LLM) from within SmartSimple Cloud’s business process automation platform. LLMs may be utilized to improve productivity, processes, and outcomes. This article will walk you through enabling +AI integration within the system and answering some frequently asked questions.
Note: You will need an OpenAI license to use AI features on SmartSimple. Contact your account manager or sales@smartsimple.com for further information on billing and implementation.
Contents
- 1 Overview
- 2 Configuration
- 3 Frequently Asked Questions
- 3.1 Which AI vendor does SmartSimple use?
- 3.2 Can we use our own fine-tuned model or a different model with OpenAI?
- 3.3 Can we use a different vendor other than OpenAI?
- 3.4 Can we use a different vendor with other SmartSimple +AI features?
- 3.5 Who is responsible for the data that is used with the AI feature?
Configuration
To enable +AI within your system, follow these steps:
SmartSimple will enable the +AI feature within your environment by going to Menu Icon > Global Settings > AI tab > Toggle on Enable +AI.
You will need to purchase your own license from OpenAI. Alternatively, some +AI functionality is available with Microsoft's Azure OpenAI service. You are required to purchase a subscription license to use Azure AI as a service provider in your system. Trial versions of Azure subscriptions are not supported. To see available pricing options, go to openai.com or azure.microsoft.com
Add your license to an integration key by going to Menu Icon > Global Settings > Integrations tab > Integration Key Management > Add an integration key with the Type set to "OpenAI".
Enter the API key provided by OpenAI and click Save.
Note: Multiple Open AI Integration Keys are not supported. Only a single Open AI Integration Key is allowed at a time. Once a key has been created, you must delete the key if you wish to change providers in the future.
Frequently Asked Questions
Which AI vendor does SmartSimple use?
SmartSimple is flexible enough to integrate with different third-party AI vendors. Currently, our integration supports OpenAI's ChatGPT-4o model by default.
Can we use our own fine-tuned model or a different model with OpenAI?
Yes. You can use your preferred custom model within the AI's automation mode by modifying the opening syntax. For example, if you wanted to use use your own custom model with OpenAI, you can specify it in the syntax like so:
Can we use a different vendor other than OpenAI?
If you would like to integrate with a different vendor, reach out to our Platform Solutions team or your account manager for more details.
Can we use a different vendor with other SmartSimple +AI features?
Azure AI can be used with the variable processor, custom field creation, and +AI Directive. Some +AI features such as +AI Assistant and +AI Insights are not supported with Azure AI.
Azure AI can be referenced in the variable processor using the syntax example below. The "deployment name" is an optional parameter. If left unspecified, the model configured within the Integration Key Management settings will be used.
Who is responsible for the data that is used with the AI feature?
As with any third-party service accessible through SmartSimple, it is up to the data controller (client) to understand the implications of using any data processor.
