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→Added AI Features
* '''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 ''email [mailto:platformsolutions@smartsimple.com'' 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.
