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 using a call-and-response 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.
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 with or 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

Before you can start using +AI functionality within your SmartSimple Cloud environment, you must reach out to your account manager as there may be an additional fee. To set up the +AI integration, follow these steps:

SmartSimple will enable the +AI feature within your environment by going to Menu Icon > Global Settings > Integrations tab > Toggle on Enable AI.

A SmartSimple representative will enable the +AI feature using the above toggle.
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 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.

As part of the Integration Key configuration, you will be required to get an API key from OpenAI.

Interactive Mode

The AI interactive mode 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 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.

The instruction text will be displayed to users who use the Work with +AI feature on a particular record. Clicking the Sample Instructions link will auto-populate the field with default instructions.
On the Permissions & Availability tab, set access to the feature by role, record type, or record status.
Click Save.

Using Interactive Mode

Navigate to the desired UTA record and select Tools > Work with +AI in the top action bar.

Users with permission may access the interactive AI mode from record pages via the Tools menu.
This will open a modal window into which you can enter your prompts and adjust the Temperature setting.

In the interactive mode users can enter prompts using natural language, refine the responses by asking follow-up related questions in a conversational format. Users may also select from predefined prompts.

Setting up Templates

Templates can be created to streamline common processes and essentially function as a prompt library. As an example, let's set up a template that will automatically translate the objectives of a record into another language. We will use a variable to achieve this goal.

Creating a Template

Go to UTA > Configuration Settings > Level 1/2/3 tab > AI > Click the New Template button.
Under the General tab, give the template a Name and a Caption. The Caption is what will be surfaced to users during template selection.
Enter the template contents in the Template field. When referencing specific record fields, be sure to use the Field Name rather than the Caption. In our example, we can ask the AI to translate the content of a specific field into French by referencing the field name in quotations.

Templates allow you to reference field names.
Set who has access to use this template under the Permissions & Availability tab.
Click Save.

Selecting a Template

Go to the desired UTA record > Tools > Work with +AI.
Select the preferred template from the dropdown.

When selecting a template, any variables used will automatically resolve in the prompt window.
Set the desired Temperature. This setting controls the level of randomness desired from the AI's response. A lower number correlates to a more consistent and repeatable response.
Click the Send button. After a moment, the AI will respond to the request.

Once the AI returns with a response, you can give it further prompts or select another template.

Best Practices for Template Prompts

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 prompt engineering according to OpenAI are:

Put the instructions at the start of the prompt and use double quotation marks ( " " ) to separate the instructions from the context
Be specific and descriptive about the desired outcome, including details about context, length, format, style, etc
Provide an example or desired format in the prompt if necessary

Automation Mode

Configuring Automation Mode

Once +AI integration has been set up, the automation mode can be used in various areas of the system. The existing SmartSimple variable processor has been modified in order to allow you to interface with the third-party AI vendor. To familiarize yourself with the syntax and possible statements, you can test the syntax using the Variable Syntax Helper by opening a object record and going to Tools > Configuration Mode > Variable Syntax Helper.

Syntax

The syntax used for prompts in web page views and workflows is:

These parameters are explained as follows:

AI model: (Optional) The name of the AI model being used by the service. If the service is OpenAI and the model is left unspecified, ChatGPT-3.5 will be used by default.
temperature: Sets the desired level of randomness of the generated text, where a value of "0" is the most conservative while a value of "9" is the most random.
instruction: The natural language prompt for the AI. For example, "fix the spelling: how are yu tday?" or "Translate the following into Japanese: hello, world!".

Example Scenario	Syntax
Ask AI to write an email for a specific user
Ask AI to write an email for a specific user using model gpt-3.5-turbo-instruct
Ask AI to fix the spelling of a message
Ask the AI to write a grant application summary

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 text-davinci-003 model by default.

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 our own finetuned 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:

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.

Settings Explained

These settings are found within the interactive mode of +AI.

General Tab

The following settings are available on the General tab:

Setting	Description
Instruction Caption	The title given to the instruction box that appears above the AI chat window.
Instruction Content	Any instructions to be displayed. Clicking the "Sample Instructions" link will populate this field with default instruction text.

Template Settings

This following settings are available when creating a template:

Setting	Description
Display Order	The order in which the template appears in the Template dropdown with smaller numbers corresponding to being listed closer to the top.
Name	The name of the template. It is not displayed to the end user.
Caption	The name of the template as it appears in the Template dropdown.
Template	The content of the template or what you want to ask the AI to do. For example, "Summarize the project goals in 50 words or less".

Template:AI

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