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]]* [[+AI Insights]]* [[+AI Transcription]]* [[+AI Vision]]There are two modes of operation when using SmartSimple Cloud '''* [[ Work with +AI''':]]
* '''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 using a call-and-response 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.* '''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 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]].
=Configuration - Essentials=
==Setting up +AI Integration==
To get started setting up +AI integration, be sure to [[Enabling +AI Within Your System|read our page on enabling +AI within the system]].
==Interactive Mode==
The AI interactive mode (also known as Work with +AI) can be enabled on organization profiles, user profiles, and UTA records. To learn more about this feature, read our page on [[Work with +AI]]. To learn about a similar feature for internal users, read our page on our [[+AI Insights]] feature.
==Using +AI with the Variable Processor==
===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 third-party AI vendor. 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'''.