AI Prompt

The AI prompt feature helps you create your own AI prompts.

Caution

This feature is available starting from version 8.1.16.

This feature remains hidden unless an AI model has been activated beforehand. Read about it at AI configuration parameters.

The functionality must be enabled in the user’s Profiles for it to be available.

Tip

You can set two types of AI prompts:

• Based on text.
• Based on plugins.

Standard AI prompts can be executed on any document, as long as the content of the document’s body is available.

In the case of AI prompts based on plugins, it is possible to set whether they apply to nodes or specific text. For nodes, it is possible to restrict the MIME types on which execution is allowed.

AI prompts are shown in a table structure.

ID Name Description Plugin MIME types Areas Actions Text Node Active

Create AI prompt

Field descriptions:

Field	Description
Name	AI prompt name.
Description	AI prompt description.
Prompt	The AI prompt to be executed on documents or text. This field will only be displayed as long as no plugin is selected; otherwise, it will remain hidden.
Plugin	This list will display the AI prompt plugins that are installed in the application.
Areas	Indicate in which section of the user interface the AI prompt will be displayed. Areas available: - Anywhere - Email composition
Actions	Actions are additional operations that can be performed with the result of executing an AI prompt. Actions available: - Add a note. - Set a description. Actions will only be available if the AI prompt has been executed on a node.

• Click on Create new AI prompt icon.
• Fill in the form.
• Click the Create button.

Edit AI prompt

• Click on Edit icon.
• Modify the form.
• Click the Edit button.

Delete AI prompt

• Click on Delete icon.
• Click the Delete button.