+AI Insights

Overview

This article is about creating your own custom AI model using training data to best meet your needs. The purpose of a +AI Insight model can depend on the scope. A model within the scope of a UTA will appear in the specific UTA it was created for.

A UTA level model can perform data analysis and reporting across multiple records within a single 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 “Can you 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 to incorporate knowledge specific to your process within the system.

A model with the scope of an entire instance will appear within your system header. Instance level +AI Insight models contain uploaded training data. Instance level +AI Insight models are ideal for uploading operational policies and procedures, governance policies and protocols, system usage guidelines and program specific guidelines.

In this article, you will learn how to set up both types of custom AI models.

Note: 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 sales@smartsimple.com for further information on billing and implementation. If you have an AI implementation with Microsoft Azure, be aware that some SmartSimple +AI features will not be available to you, such as +AI Insights.

Configuration

Configuring +AI Insight for UTAs

To configure a +AI Insight model for a specific UTA, follow these steps:

1. Navigate to Global Settings > +AI tab > +AI Insights.
2. Click the “New Insight Model” button (plus sign).
3. Under the Scope field, select “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.
4. Under the Name field, enter a descriptive name.
5. Under the AI Instructions field, tell the AI what you want it to do with the UTA data (Example: "Analyze grant applications and provide aggregation data").
6. Under Conversation Starters, enter any common prompts a user may wish to ask the +AI Insight model (Example: "What is the total of requested funds for applications currently in the approved status?"). Separate each conversation starter with a line break. These conversation starters will be displayed on the chat interface for users to select.
7. Under Tracking Application, select the desired UTA. If you wish to filter the kinds of records that will be used by the AI as training data, you can do so by using the Type and Status fields.
8. Set role permissions as desired. .
9. Click Upload Training Data to update the AI’s model with the desired Level 1 records.
10. 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

You can easily use +AI Insights instead of having to set up a separate Report. For example, below are a list of questions you could ask AI Insight:

• Make a list of the top ten funding recipients
• Which applications with a status of “Review” have been submitted within the last 30 days?
• How many applications had their status set to “Declined” this month? Make a 200 word summary of why they were declined.
• Using all the applications that have their status set to “Approved” this month, write a summary of why they were approved.

Use Case: Compare/Contrast Application Submissions

As an example, let’s use the +AI Insights to help reviewers compare and contrast application summaries on a grants manager (or similar tracking application). Unlike the Work with +AI feature (ideally suited for external users) that can help you on the individual record page, +AI Insights can aggregate, summarize, and review data across multiple records.

If we have multiple records in our grants manager with each record containing a text summary of their video applications, we can ask +AI Insights to compare and contrast these application summaries to help us in our decision-making process.

1. Go to the UTA list view.
2. Select the +AI Insights button in the top action bar to select and launch your desired +AI Insight model.
3. In the chat window, ask +AI Insight to analyze the records in bulk. For example, you could ask the AI to compare/contrast the text transcripts of two video applications and make a recommendation based on how well the text transcript meets program objectives.

Note: If your submission process includes media files, you can use other AI features to automatically generate summaries of the media contents as soon as they are uploaded. To find out more, read about using +AI Vision and +AI Transcription.

Surface +AI Insights on Portal Pages

+AI Insight models can also be surfaced in portal sections to allow users to interact with a specific +AI Insight model by presenting a button within the portal interface. To configure this feature, follow these steps:

1. Go to Main Menu > Users tab > Portals > Edit the desired portal > Create or edit a portal section with buttons
2. Under the Buttons field, add a new button and give the button a descriptive Caption (Example: "Chat with +AI Insight")
3. Click the URL Lookup button (binoculars icon)
4. In the selection window, select "+AI Insights" as the object type. Select the desired tracking application and specific +AI Insight model you want to surface.
5. Click Apply to save the selection

If the user possesses the necessary permissions to access the +AI Insight model, clicking the configured button in their portal will open a new or current window dedicated to the selected +AI Insight model, enabling the user to enter prompts, receive aggregation, and generate summaries or prediction information.

Alternatively, you may surface the +AI Insight model as a portal shortcut, by selecting “URL” for the Action Type and using the URL Lookup as described above.