Smartstaff
2,091
edits
Changes
m
no edit summary
As an example, we can configure the AI on a particular UTA by the following steps:
# Go to '''UTA '''>''' Configuration Settings''' > '''Level 1/2/3''' tab > '''AI'''. On this page, custom instructions and templates can be set up.<br /> [[File:2023-07-ticket-146788 – 7.png|thumb|none|800px| The instruction text will be displayed to users who use the '''Work with +AI''' feature on a particular record. Clicking the '''Sample Instructions''' link will auto-populate the field with default instructions.]]
# On the '''Permissions & Availability''' tab, users can set access to the feature by role, record type, or record status.
# Click''' Save'''.
# Navigate to the desired UTA record and select '''Tools''' > '''Work with +AI''' in the top action bar. This will open a modal window into which you can enter your prompts and adjust the '''Temperature''' setting. <br /> [[File:2023-07-ticket-146788-1-.png|thumb|none|800px|Users with permission may access the interactive AI mode from record pages via the <strong>Tools</strong> menu.]]# This will open a modal window into which you can enter your prompts and adjust the '''Temperature''' setting. <br /> [[File:2023-07-ticket-146788-2.png|thumb|none|800px|In the interactive mode users can enter prompts using natural language, refine the responses by asking follow-up related questions in a conversational format. Users may also select from predefined prompts.]]
===Setting up Templates===