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+AI Insights

7 bytes added, 22 February
m
Surface +AI Insights on Portal Pages
# 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 '''Caption''' (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.
To surface the +AI Insight model as a portal shortcut instead, an option to select "+AI Insight" is available for shortcuts with the '''Action Type''' set to "URL".
[[Category: AI]]
Smartstaff
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