Difference between revisions of "Template:AI"
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===Setting up Templates=== | ===Setting up Templates=== | ||
| + | To create a template, go to '''UTA Settings''' > '''Level 1/2/3''' tab > '''AI''' > Click the '''New Template''' button. Under the''' General''' tab, the template can be given a '''Name''', '''Caption''', and template content. Access permissions can be set for each template under the '''Permissions & Availability''' tab. When making templates that reference specific record fields, be sure to use the '''Field Name''' rather than the '''Caption'''. For example, to ask the AI to translate the content of a specific field into French, enter: | ||
| + | |||
| + | <code>Translate this text into French: “@FieldName@”</code> | ||
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| + | When deciding which prompts to use in a template, it can be helpful to test the prompts 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. | ||
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===Best Practices for Prompts=== | ===Best Practices for Prompts=== | ||
Revision as of 11:48, 19 June 2023
The SmartSimple Cloud +AI integration gives you the ability to utilize large language models (LLM) from within our business process automation platform. LLMs may be utilized to improve productivity, processes, and outcomes. This article will walk-through how-to setup the integration, outline the two modes (automation and interactive), and delineate some sample scenarios.
Overview
There are two modes of operation when using SmartSimple Cloud +AI:
- Interactive Mode: This mode of operation occurs on a single object such as a grant application or review. In this scenario, the user can interact with the AI in a call-and-response kind of model. The user might ask the AI to help them rewrite content, translate content into another language, or make content more concise. The user can ask questions (prompts) and follow up with more related questions. The user can also be presented with optional predefined templates to streamline common tasks or actions.
- Automation Mode: This mode of operation can occur in various areas of the platform. In this scenario, the system is configured to automatically interact with your chosen 3rd party LLM vendor to do something without manual intervention. For example, the system can be configured to automatically generate an executive summary of an application or a summary of the reviewers’ comments. Applications could be prescreened and recommended or the AI could suggest reviewers with subject matter expertise related to the application.
Configuration - Essentials
Setting up +AI Integration
If you are interested in adding +AI functionality to your SmartSimple Cloud instance, reach out to your account manager or contact our Platform Solutions team. They can set up an integration key so that your SmartSimple instance is able to communicate with a third-party LLM vendor, such as OpenAI’s ChatGPT. They will be able to enable +AI by going to Global Settings > Integrations tab > Toggle on Enable AI.
Interactive Mode
The AI interactive mode is made available through the Work with +AI feature which can be enabled on nearly every record in the system, including organization profiles, user profiles, and UTA records.
Configuring Interactive Mode
To configure the AI on a particular UTA, go to UTA Settings > Level 1/2/3 tab > AI. On this page, custom instructions and templates can be set up. On the Permissions & Availability tab, users can set access to the feature by role, record type, or record status.
Once permissions have been set up, navigate to the desired UTA record and select Tools > Work with +AI in the top action bar. This will open a modal window into which you can enter your prompts and adjust the Temperature setting.
Setting up Templates
To create a template, go to UTA Settings > Level 1/2/3 tab > AI > Click the New Template button. Under the General tab, the template can be given a Name, Caption, and template content. Access permissions can be set for each template under the Permissions & Availability tab. When making templates that reference specific record fields, be sure to use the Field Name rather than the Caption. For example, to ask the AI to translate the content of a specific field into French, enter:
Translate this text into French: “@FieldName@”
When deciding which prompts to use in a template, it can be helpful to test the prompts 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.
Best Practices for Prompts
Automation Mode
Configuring Automation Mode
Syntax
Configuration - Advanced
SubSection
SubSection
Settings Explained
General Tab
The following settings are available on the General tab:
| Setting | Description |
|---|---|
| Language | Each login page must have a single language which you can select from the dropdown. |
| Is Default Login Page | By default, when a user goes to your system's URL without the Language ID, they will be directed to the English US language login page. If you want users to go to a different language login page by default, toggle this setting on for the login page with your desired language. Note: only one login page can be set as the default. |
| Page Layout | Leave this setting on Default unless you specifically need to customize the HTML to your login page as it will ensure you will always have the latest and greatest looking login page. If you choose Custom you will get a Template tab where you can modify the underlying HTML of the login page. Note if you opt to go custom, you may need to manually update your login pages to take advantage of improvements or changes in functionality. |
| Page Title | This is the title your browser displays on it’s title bar or page tab. This text is used to populate the title tag in the HTML of the login page. Typically your organization's name is entered into this field. |
| Login Title | Text entered here appears above the area where you authenticate. Typically the word "Login" is entered into this field. |
| Content Title | Text entered here appears above the custom message on the right area of the screen. Typically this is replaced with something like "Welcome to XYZ". |
| Content Text | Text entered here appears below the content title. Typically this area is used to describe who you are, what you do and what the system is used for. Example: "XYZ group provides grants to non-profits in the USA. Register to gain access to the system and apply for funding." |
| Logout Redirect URL | This is the page the user gets redirected to once they logout. Enter a URL such as https://www.smartsimple.com/ or leave it blank to have the user redirected back to your system’s login page by default. |
Template Settings
This following settings are available when creating a template:
| Section | Choose to show or hide the Privacy Policies for your system on the login page only. |
| Section Title | This input only appears if you are using the Default page layout with privacy policies on. Typically people enter "Learn more about our". |
| Button Label | This input only appears if you are using the Default page layout with Privacy Policies on. Enter the name you want to give the button that will open your systems policies that you define. Typically people enter "Privacy and Security Policies" for the button text. |
