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→Configuring +AI Insight for Your Instance
==Configuring +AI Insight for Your Instance==
To configure a '''+AI Insight''' model available to your entire instance, follow these steps:
# Navigate to '''Global Settings''' > '''+AI''' tab > '''+AI Insights'''.
# Click the “New Insight Model” button (plus sign) # Under the '''Scope''' field, select “Instance”. With this configuration, the model data is based on uploaded training data. Instance-wide +AI Insight models can be accessed through the global header by users. # Under the '''Name''' field, enter a descriptive name such as “Organizational Policies and Procedures”. # Under the '''AI Instructions''' field, tell the AI what you want it to do with the uploaded training data (Example: “"Analyze the uploaded data and provide answers to user queries."). # Under '''Conversation Starters''', enter any common prompts a user may wish to ask the +AI Insight model (Example: "Outline the process for contesting a decision"). Separate each conversation starter with a line break. These conversation starters will be displayed on the chat interface for users to select. # Set role permissions as desired. # Next, go to the “Training Files” tab and upload all the relevant documents the AI will need in order to answer in the desired manner. If uploading a PDF file, avoid using tables and make sure all the text is selectable for the best results.# Click '''Save'''.
Once the above configuration has been set up, users can access the instance-wide '''+AI Insight''' by clicking the '''+AI Insights''' button in the global header. This will launch the desired model in a new chat window.
=Use Cases=