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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.
==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: “").
# 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=
===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''':