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* '''Automation Mode:''' This mode of operation can occur in various areas of the platform, such as web page views or workflows. In this scenario, the system is configured to automatically interact with your chosen 3rd party LLM vendor to do something with or 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. In this mode, prompts may be pre-configured and responses may be stored inside your system.
Using the +AI integration requires your own license and an associated fee. Reach out to your account manager or email platformsolutions@smartsimple.com for more information. Once +AI is enabled, you will need to enter the third-party AI service license (such as ChatGPT) at '''Global Settings ''' > '''Integrations ''' tab > ''' Integration Key Management'''.
To set up interactive mode, go to the desired '''UTA ''' > '''Configuration Settings ''' > ''' Level 1''', '''2''', or '''3 ''' tab > '''AI'''. You can create AI templates and set appropriate permissions. Once set up, open a record such as a Level 1 grant application and go to '''Tools ''' > '''Work with +AI'''. This will launch a modal window where you can select pre-configured prompts (templates) or enter improvised prompts for the AI.
For automation mode, the syntax used for prompts in web page views and workflows is:
These parameters are explained as follows:
* '''AI service: ''' The AI service being used. If left empty, OpenAI will be used as default.* '''AI function: ''' Set the intended use of the input text. If the text is meant to be static, set the value to "text". If the text is meant to be edited by the AI, set the value to "edit".* '''temperature: ''' Set 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 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 grammar", "make this in the style of a poem", or "translate this into Japanese". For additional help with testing syntax, open a record in '''Configuration Mode ''' and select the '''Variable Syntax Helper'''.
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