Smartstaff, administrator
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→Configuring +AI Insight for Your Instance
# 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'''.
Note: In regards to uploading training files, if uploading a PDF file, avoid using tables and make sure all the text is selectable for the best results.
Convert .doc files to .docx before uploading.
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.