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→Configuration
==Configuration==
===Configuring +AI Insight for UTAs===To configure your own a '''+AI Insight''' modelfor a specific UTA, follow these steps:
# Navigate to '''Global Settings''' > '''+AI''' tab > '''+AI Insights'''.# Click the “New Insight Model” button (plus sign).# Under the '''TypeScope''' field, select "UTA" if you are creating a UTA model“UTA”. With this configuration, the model data is based on Level 1 records of a specific status and type and will only be available to a single UTA. Alternatively, you may also select "Organization" to create an organization GPT that can later be accessed in # Under the global header. For '''+AI InsightName''' models configured for organizationsfield, data is based on uploaded training dataenter a descriptive name.# Under the '''NameAI Instructions''' captionfield, enter a descriptive nametell the AI what you want it to do with the UTA data (Example: "Analyze grant applications and provide aggregation data").# The Under '''Prompt SuggestionsConversation Starters''' field can be populated with sample , enter any common prompts a user may wish to ask the +AI Insight model (Example: "What is the total of requested funds for commonly asked questionsapplications currently in the approved status?"). Separate each conversation starter with a line break. These prompts conversation starters will appear above be displayed on the chat window when the user launches their '''+AI Insight''' modelinterface for users to select.# Under '''Tracking Application''', select the desired UTA to use as a training set. In addition, If you may choose wish to filter the kinds of records that will be used by the AI as training data, you want to include can do so by type or statususing the Type and Status fields. # Set role permissions if neededas desired. .# Click '''Upload Training Data''' to update the AI’s model with the desired Level 1 records.
# Click '''Save'''.
'''Note:''' To ensure the AI is using the most recent dataset, be sure to periodically press the Upload Training Data button to update the AI with the latest information from the selected Tracking Application.
Once the above configuration has been set up, users can access '''+AI Insight''' by navigating to the appropriate UTA and clicking the '''+AI Insights''' button in the action bar. If multiple '''+AI Insights''' have been configured for the UTA, the user can select the desired model from the dropdown to launch the chat window.
===Use Case: Report with +AI Insights===