Changes

The AI interactive mode is made available through the '''Work with +AI''' feature which can be enabled on nearly every record in 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. 

To As an example, we can configure the AI on a particular UTA, go to '''UTA 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 by the feature by role, record type, or record status.following steps:

Once permissions have been # 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, navigate 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.