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Template:AI

64 bytes removed, 18:19, 11 July 2023
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# Next, you will need to purchase your own license from your desired third-party LLM vendor. For example, if you wanted to use OpenAI for the currently supported chat feature, you can go to [https://openai.com/pricing openai.com] to see the available pricing options.
# 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.]]
==Interactive Mode==
The AI interactive mode is made available through the '''Work with +AI''' feature which can be enabled on organization profiles, user profiles, and UTA records. In this example, we can configure interactive mode on a UTA to streamline the application process. 
===Configuring Interactive Mode===
As an example, we can will configure the AI on a particular UTA by the following steps:
# Go to '''UTA '''>''' Configuration Settings''' > '''Level 1/2/3''' tab > '''AI'''. On this page, custom instructions and templates can be set up. <br /> [[File:2023-07-ticket-146788 – 7.png|thumb|none|800px| The instruction text will be displayed to users who use the <strong>Work with +AI</strong> feature on a particular record. Clicking the <strong>Sample Instructions</strong> link will auto-populate the field with default instructions.]]
# On the '''Permissions & Availability''' tab, users can set access to the feature by role, record type, or record status.
# Click''' Save'''.
When deciding which prompts to use in a template, it can be helpful to test the variables by going to any UTA record and clicking '''Tools''' > '''Configuration Mode''' > '''Variable Syntax Helper'''. Here, you can test your expressions and see if your variables resolve correctly.
Some best practices for [https://help.openai.com/en/articles/6654000-best-practices-for-prompt-engineering-with-openai-api prompt engineering] have been listed by  according to OpenAIare:
* Put the instructions at the start of the prompt and use double quotation marks ( " " ) to separate the instructions from the context
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