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Created page with "=Overview= This article is about the '''+AI Assistant''' feature which allows internal users to instruct the AI to take actions on their behalf on Level 1 records. This can be..."
=Overview=
This article is about the '''+AI Assistant''' feature which allows internal users to instruct the AI to take actions on their behalf on Level 1 records. This can be helpful for a number of scenarios such as instructing '''+AI Assistant''' to update a status, update a field value, or even create new custom fields without leaving the chat window. In this article, you will learn how to configure and use '''+AI Assistant'''.
<u>'''Note:'''</u> You will need an OpenAI license as well as access to your own model to use the '''+AI Assistant''' feature on SmartSimple. You must be a '''Global Administrator''' to enable this feature. Contact your account manager or SmartSimple Support for further information on billing and implementation.
=Configuration=
To configure '''+AI Assistant,''' follow these steps:
# Go to '''UTA Configuration Settings''' > '''Level 1''' tab > '''+AI Assistant'''.
# Enter a '''Name''' and '''Description''' that outlines the purpose and objectives of the '''+AI Assistant'''.
# Under '''AI Instructions''', provide instructions to the AI to guide its behavior and responses (Example: "Assume the role of a grant application reviewer and assess the objectives, funding requirements, and potential impact of the application").
# Under '''Conversation Starters''', enter any common prompts a user may wish to click on to begin interacting with this '''+AI Assistant''' model (Example: "Approve this grant"). These conversation starters will be displayed on the chat interface for users to select.
# (Optional) Toggle on '''Require Confirmation of Actions''' if you want the AI to confirm with the user before performing the requested action.
# Under the “Role Permissions” section, select which roles should have access to the '''+AI Assistant''' feature.
# Go to the '''Actions Security''' tab and select which roles should have '''Allow''' or '''Deny''' permissions under each of the listed actions.
Once configured, '''+AI Assistant''' can be launched by going to a '''Level 1''' record > '''Tools''' > '''+AI Assistant'''.
==Examples==
Users can collaborate with '''+AI Assistant''' on a number of tasks such as:
* Updating a record status (“Approve this grant”, “Change the status to ‘Rejected’”).
* Associate a person with the record in a specific role (“Assign John Smith as a contact in the role ‘Funds Manager’”, “Make Bill Smith the owner”).
* Update a field value (“Update City to ‘New York’”, “Change the Phone Number to be ‘555-5555’”).
* Create a new Level 2 (“Create a copy of the Level 2 called “ABC” but set the Start Date to today’s date”).
* Create a new custom field (“Create a new custom field called ‘Marital Status’ with the following options: ‘Married’, ‘Single’, ‘Divorced’, or ‘Widow’”).
This article is about the '''+AI Assistant''' feature which allows internal users to instruct the AI to take actions on their behalf on Level 1 records. This can be helpful for a number of scenarios such as instructing '''+AI Assistant''' to update a status, update a field value, or even create new custom fields without leaving the chat window. In this article, you will learn how to configure and use '''+AI Assistant'''.
<u>'''Note:'''</u> You will need an OpenAI license as well as access to your own model to use the '''+AI Assistant''' feature on SmartSimple. You must be a '''Global Administrator''' to enable this feature. Contact your account manager or SmartSimple Support for further information on billing and implementation.
=Configuration=
To configure '''+AI Assistant,''' follow these steps:
# Go to '''UTA Configuration Settings''' > '''Level 1''' tab > '''+AI Assistant'''.
# Enter a '''Name''' and '''Description''' that outlines the purpose and objectives of the '''+AI Assistant'''.
# Under '''AI Instructions''', provide instructions to the AI to guide its behavior and responses (Example: "Assume the role of a grant application reviewer and assess the objectives, funding requirements, and potential impact of the application").
# Under '''Conversation Starters''', enter any common prompts a user may wish to click on to begin interacting with this '''+AI Assistant''' model (Example: "Approve this grant"). These conversation starters will be displayed on the chat interface for users to select.
# (Optional) Toggle on '''Require Confirmation of Actions''' if you want the AI to confirm with the user before performing the requested action.
# Under the “Role Permissions” section, select which roles should have access to the '''+AI Assistant''' feature.
# Go to the '''Actions Security''' tab and select which roles should have '''Allow''' or '''Deny''' permissions under each of the listed actions.
Once configured, '''+AI Assistant''' can be launched by going to a '''Level 1''' record > '''Tools''' > '''+AI Assistant'''.
==Examples==
Users can collaborate with '''+AI Assistant''' on a number of tasks such as:
* Updating a record status (“Approve this grant”, “Change the status to ‘Rejected’”).
* Associate a person with the record in a specific role (“Assign John Smith as a contact in the role ‘Funds Manager’”, “Make Bill Smith the owner”).
* Update a field value (“Update City to ‘New York’”, “Change the Phone Number to be ‘555-5555’”).
* Create a new Level 2 (“Create a copy of the Level 2 called “ABC” but set the Start Date to today’s date”).
* Create a new custom field (“Create a new custom field called ‘Marital Status’ with the following options: ‘Married’, ‘Single’, ‘Divorced’, or ‘Widow’”).