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+AI Insights

959 bytes added, 22 February
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Configuration
# Click '''Save'''.
===Use Case: Reporting 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''':
<u>'''Note:'''</u> 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 chat with the AI. To set this up, follow these steps:
 
# Go to '''Main Menu''' > '''Users''' tab > '''Portals''' > Edit the desired portal > Create or edit a portal section
# Under the '''Buttons''' field, add a new button and give the button a descriptive name (Example: "Chat with +AI Insight")
# Click the '''URL Lookup''' button (binoculars icon)
# 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.
# 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 window dedicated to the selected +AI Insight model, enabling the user to enter prompts. This feature can also be surfaced as a shortcut.
[[Category: AI]]
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