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This article is about creating your own custom AI model for data analysis and reporting across multiple records within a UTA. This will give you the ability to quickly query your dataset using natural language instead of building a list view filter or report. For example, you could ask '''+AI Insight''' a question like “Please list all the applications that are still in the ‘Draft’ status” or “What are the award funding amounts for 2020, 2021, and 2023 respectively?”. Using the answers provided by '''+AI Insights''' can help you in several areas, such as aggregation, summarization, and prediction. It also provides the added benefit of using your own custom training set so the AI model can learn and incorporate knowledge specific to your system. This article also outlines how to set up and use your custom model.
<u>'''Note:'''</u> You will need an OpenAI license to use AI features on SmartSimple. You must be a '''Global Administrator''' to enable this feature. Contact your account manager or SmartSimple Support [mailto:sales@smartsimple.com sales@smartsimple.com] for further information on billing and implementation.
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