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→Configuring +AI Insight for Your Instance
# 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.