Smartstaff
2,091
edits
Changes
m
→Configuration
# Navigate to '''Global Settings''' > '''AI''' tab > '''+AI Insights'''
# Click the “New +AI Analyst” Insight Model” button (plus sign)# Under the '''Analyst Type''' field, select "UTA" if you are creating a UTA model. With this configuration, the model data is based on Level 1 records of a specific status and type and will only be available to a single UTA. Alternatively, you may also select "Organization" to create an organization GPT that can later be accessed in the global header. For '''+AI Insight''' models configured for organizations, data is based on uploaded training data.# Under the '''Name''' caption, enter a descriptive name.
# The '''Prompt Suggestions''' field can be populated with sample prompts for commonly asked questions. These prompts will appear above the chat window when the user launches their '''+AI Insight''' model.
# Under '''Tracking Application''', select the desired UTA to use as a training set. In addition, you may choose to filter the kinds of records you want to include by type or status. Set role permissions if needed.
