Changes

Template:AI

5,318 bytes removed, 25 April

→‎Using +AI with the Variable Processor

{{Banner-UnderConstruction}}  The SmartSimple Cloud '''+AI''' integration gives you the ability to utilize large language models (LLM) from within our business process automation platform. LLMs may be utilized to improve productivity, processes, and outcomes. This article will walk-through how-to setup currently available AI features and the configuration essentials of interfacing with the integration, outline AI through the two modes (automation and interactive), and delineate some sample scenariosVariable Processor. 

=Overview=

There are a number of AI features that can be implemented within SmartSimple including:

=Overview=* '''[[+AI Directive]]:''' A multi-faceted feature that be used in conjunction with natural language, scripts and the variable processor to perform many time saving tasks such as analyzing text and automatically populating custom fields, summarizing and translating text, populating custom fields with internet-extracted data, converting text into other formats, comparing application requests with program objectives and providing a score, and much more.* '''[[+AI Insights]]:''' Create your own custom AI model for data analysis and reporting across multiple records within a UTA. Trained insight models can quickly provide answers that involve aggregation, summarization, and prediction without the need to spend time constructing list view filters and reports.There are two modes * '''+AI Assistant:''' Execute actions at the record level such as updating statuses, modifying field values, or creating new fields, activities, and associations. Instead of operation when using SmartSimple Cloud finding a field and changing a value, use the hands-free voice interface to update the desired field.* '''+AI Workflow''': Streamline your workflow process by creating workflow tasks from natural language instructions with AI assistance, eliminating the need for manual task creation and connection.* '''[[+AI Vision]]:''' Upload an image and have the AI answer specific questions regarding the image contents without having to open and examine the image yourself.* '''[[Work with +AI]]:''' Interact with the AI at the record level in a conversational manner. Users have the option to use pre-made templates and prompt libraries to expedite common processes.* '''[[+AI Transcription]]:''' Generate text transcriptions of audio and visual media.

* '''Interactive Mode:''' This mode of operation occurs To learn more, read our article on a single object such as a grant application or review. In this scenario, the user can interact with the [[Enabling +AI in a call-and-response kind of model. The user might ask the Within Your System|enabling +AI to help them rewrite content, translate content into another language, or make content more concise. The user can ask questions (prompts) and follow up with more related questions. The user can also be presented with optional predefined templates to streamline common tasks or actions.* '''Automation Mode:''' This mode of operation can occur in various areas of the platform. In this scenario, the system is configured to automatically interact with within your chosen 3rd party LLM vendor to do something without manual intervention. For example, the system can be configured to automatically generate an executive summary of an application or a summary of the reviewers’ comments. Applications could be prescreened and recommended or the AI could suggest reviewers with subject matter expertise related to the application]].

=Configuration - Essentials=

==Setting up +AI Integration==

Before you can start using '''To get started setting up +AI''' functionality within your SmartSimple Cloud environmentintegration, you must reach out be sure to your account manager as the fee is 20% of your total SaaS subscription. SmartSimple will then enable the [[Enabling +AI feature set within your environment by going to '''Menu Icon''' > '''Global Settings''' > '''Integrations''' tab > Toggle Within Your System|read our page on '''Enable AI'''. [[File:2023-07-ticket-146788-1.png|thumb|none|800px]] Next, you will need to purchase your own license from your desired third-party LLM vendor. For example, if you wanted to use OpenAI for the currently supported chat feature, you can go to [https://openai.com/pricing their website] to see the available pricing options. Once you have a license, you will need to add your license to an integration key. Go to '''Menu Icon''' > '''Global Settings''' > '''Integrations''' tab > '''Integration Key Management''' > Add an integration key of the type "OpenAI. Enter the API key provided by OpenAI and click '''Save'''.   ==Interactive Mode==The AI interactive mode is made available through the '''Work with enabling +AI''' feature which can be enabled on nearly every record in within the system, including organization profiles, user profiles, and UTA records. In this example, we can configure interactive mode on a UTA to streamline a hypothetical application process]]. 

===Configuring Interactive Mode=Using +AI with the Variable Processor==As an exampleOnce '''+AI''' integration has been set up, we the automation mode can configure be used in various areas of the system. The existing SmartSimple variable processor has been modified in order to allow you to interface with the third-party AI on vendor. To familiarize yourself with the syntax and possible statements, you can test the syntax using the '''Variable Syntax Helper''' by opening a particular UTA by the following steps:object record and going to '''Tools''' > '''Configuration Mode''' > '''Variable Syntax Helper'''.

# Go to '''UTA '''>''' Configuration Settings''' > '''Level 1/2/3''' tab > '''AI'''. On this page, custom instructions and templates can be set up.

# 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.

'''Note''': In the @ai() there must be no spaces between parameters and commas.

[[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.]][[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===Templates can be created to streamline common processes. As an example, let's set up a template that will automatically translate the objectives of a record into another language. Instead of asking the AI to translate the contents this field each time, we can save our query by referencing the field as a variable. ====Creating a Template====# Go to '''UTA''' > ''' Configuration Settings''' > '''Level 1/2/3''' tab > '''AI''' > Click the '''New Template''' button.# Under the''' General''' tab, give the template a '''Name''' and a '''Caption'''. The '''Caption''' is what will be surfaced to users during template selection.# Enter the template contents in the '''Template''' field. When referencing specific record fields, be sure to use the '''Field Name''' rather than the '''Caption'''. In our example, we can ask the AI to translate the content of a specific field into French by referencing the field name in quotations. <br /> [[File:2023-07-ticket-146788 – 3.png|thumb|none|800px|Templates allow you to reference field names.]]# Set who has access to use this template under the '''Permissions & Availability''' tab.# Click '''Save'''.   ====Selecting a Template====# Go to the desired UTA record > '''Tools''' > '''Work with +AI'''.# Select the preferred template from the dropdown. <br /> [[File:2023-07-ticket-146788 – 4.png|thumb|none|800px|When selecting a template, any variables used will automatically resolve in the prompt window.]]# Set the desired '''Temperature'''. This setting controls the level of randomness desired from the AI's response. A lower number correlates to a more consistent and repeatable response.# Click the '''Send''' button. After a moment, the AI will respond to the request. <br /> [[File:2023-07-ticket-146788 – 5.png|thumb|none|800px|Once the AI returns with a response, you can give it further prompts or select another template.]] ====Best Practices for Template Prompts====When deciding which prompts to use in a template, it can be helpful to test the prompts by going to any UTA record and clicking '''Tools''' > '''Configuration Mode''' > '''Variable Syntax Helper'''. Here, you can test your expressions and see if your variables resolve correctly. Some best practices for [https://help.openai.com/en/articles/6654000-best-practices-for-prompt-engineering-with-openai-api prompt engineering] have been listed by OpenAI: * Put the instructions at the start of the prompt and use double quotation marks ( " " ) to separate the instructions from the context* Be specific and descriptive about the desired outcome, including details about context, length, format, style, etc* Provide an example or desired format in the prompt if necessary ==Automation Mode=====Configuring Automation Mode===Once '''+AI''' integration has been set up, the automation mode can be used in various areas of the system. The existing SmartSimple variable processor has been modified in order to allow you to interface with the AI server. To familiarize yourself with the syntax and possible statements, you can test the syntax using the '''Variable Syntax Helper''' by opening a object record and going to '''Tools''' > '''Configuration Mode''' > '''Variable Syntax Helper'''. 

====Syntax====

The syntax used for prompts in web page views and workflows is:

[[File:AI -Syntax -Format-New.png|none|800px]]

These parameters are explained as follows:

* '''AI service:model''' : (Optional) The name of the AI service model being used. If left empty, OpenAI will be used as default.* '''AI function:''' Set by the intended use of the input textservice. If the text service is meant to be static, set the value to "text". If OpenAI and the text model is meant to left unspecified, ChatGPT-4 will be edited used by the AI, set the value to "edit"default.* '''temperature:''' Set : Sets the desired level of randomness of the generated text, where a value of "0" is the most conservative while a value of "9" is the most random.* '''instruction:''' Optional parameter when using the edit AI function. <u>'''Note:'''</u> If The natural language prompt for the AI function parameter has been set to "edit", you must pass instructions to the '''instruction''' parameter on how the text should be edited in natural language. For example, "fix the grammarspelling: how are yu tday?", or "make this in Translate the style of a poem", or "translate this following into Japanese: hello, world!".

{| class="wikitable"

|-

||Ask AI to write an email for a specific user

||[[File:AI-Syntax-Prompt-Example-1-New.png|none|800px]]|-||Ask AI to write an email for a specific user using model gpt-4-0163||[[File:AI-Syntax-Prompt-Example-New.png|none|800px]]

|-

||Ask AI to fix the spelling of a message

||[[File:AI-Syntax-Prompt-Example-2-New.png|none|800px]]

|-

||Ask the AI to write a grant application summary

||[[File:AI-Syntax-Prompt-Example-3-New.png|none|800px]]

|}

===Azure AI===

Azure AI can be used with the variable processor, custom field creation, and '''+AI Directive'''. Some '''+AI''' features such as '''+AI Assistant''' and '''+AI Insight''' are not supported with Azure AI.

=Frequently Asked Questions=======Which AI vendor does SmartSimple use?==Syntax====SmartSimple is flexible enough to integrate with different third-party When using Azure AI vendors. Currently, our integration supports OpenAI's text-davinci-003 model by default.the syntax used within the variable processor is:

======Can we use a different vendor other than OpenAI?======If you would like to integrate with a different vendor, reach out to our Platform Solutions team or your account manager for more details[[File:AI-Syntax-Prompt-Example-6-New.png|none|800px]]

======Can we use our own finetuned model or a different model with OpenAI?======Yes. You can use your preferred custom model within the AI's automation mode by modifying the opening syntax. For example, if you wanted to use ChatGPT, you could specify it in the syntax like so: [[File:AI-Syntax-Prompt-Example-4.png|none|800px]] If you wanted to use your own custom model, you can specify the name with the following syntax:[[File:AI-Syntax-Prompt-Example-5.png|none|800px]]   =Settings Explained=These settings parameters are found within the interactive mode of '''+AI'''. ==General Tab==The following settings are available on the '''General''' tab: {| class="wikitable"|-!|Setting!|Description|-||'''Instruction Caption'''||The title given to the instruction box that appears above the AI chat window.|-||'''Instruction Content'''||Any instructions to be displayed. Clicking the "Sample Instructions" link will populate this field with default instruction text.|} ==Template Settings==This following settings are available when creating a templateexplained as follows: {| class="wikitable"|-!|Setting!|Description|-||'''Display Order'''||The order in which the template appears in the '''Template''' dropdown.|-||'''Name'''||The name of the template|-||'''Caption'''||The name of the template as it appears in the '''Template''' dropdown|-||'''Template'''||The content of the template or what you want to ask the AI to do. For example, "Summarize the project goals in 50 words or less".|}

[[Category* '''Deployment ID''':Interface]](Optional) The deployment ID of the Azure model being used. If the deployment ID is left unspecified, the model configured within the '''Integration Key Management''' settings will be used by default.* '''temperature''': Sets the desired level of randomness of the generated text, where a value of "0" is the most conservative while a value of "9" is the most random.* '''instruction''': The natural language prompt for the AI. For example, "fix the spelling: how are yu tday?" or "Translate the following into Japanese: hello, world!".

• ← Older edit
• Newer edit →

Chris Kulczyk

Smartstaff

173

edits