This article explains the usage of the AI Assistant by walking through the user experience for an example assist action.
Overview
Typically, an AI Assistant button is configured to help generate content, using the following steps:
- Prepare an AI prompt with data already entered in the application
- Allow the user to modify the AI prompt (e.g. apply constraints in terms of word count or text format)
- Run the AI Prompt to generate the content
- Allow the user to apply instructions for refinement and re-run
- Allow the user to edit the content (removing/changing/adding by typing into it)
- Finally save the content back to the underlying application, to a nominated field or record set.
This is illustrated below using the example action Mitigation Plan (a button available in Power Framework RISK). The purpose of this assist action is to help generate a narrative for the field Mitigation Plan, which is shown in the risk detail screen to provide high level guidance for the mitigation of the risk..
Invoking the AI Assistant
Mitigation Plan is a button shown by the AI Assistant when called from the display of an enterprise risk (see this article on how to invoke the AI Assistant).
Click the Mitigation Plan button to invoke this assist action.
Preparing the AI Prompt
The AI Assistant will show the details of the AI Prompt it will generate (using the parameters configured for the Mitigation Plan button by the system administrator):
In this example the AI Prompt details have been created using data entered previously for the Enterprise Risk record that is being worked on, namely Risk Title, Risk Summary and Detailed Description.
Re-display other buttons
Note that all assist buttons are now hidden - you can reveal them by clicking on the header.
In the above example click on
The header will expand to show all available buttons again, for you to choose a different assist action if needed.
Warning Message
The button may have been configured to carry out checks, such as ensuring that the target field for the content being generated doesn't have content already. In our example, you will see the following warning message at the top:
Click on the warning icon to de-activate this warning and carry on regardless (resulting in the current content being overwritten if you end up asking the AI Assistant to save newly generated content).
Edit AI Prompt
Before progressing, you are free to type into the AI Prompt details to modify them as you wish. Note that you can use the Insert button which will open up a field picker to insert data entered in the application into the AI Prompt.
Apply constraints
Optionally you can add instructions to apply constraints such as "No more than 100 words".
Note that 'mandatory' constraints may exist, meaning that these have been configured for the button and will always be applied. In this case the message "Mandatory constraints are applied (click here to show)" will be shown at the bottom of the constraints box. Click on this message to see what these constraints are.
Run the AI Prompt
Click the Arrow button to run the AI Prompt.
View Result and Refine
In this step you will see the content that has been created. You will have the option to refine or modify it before saving it back to the application.
Apply refinements
If you are not happy with the content, use the Ask for refinements box to type additional instructions. In our example, you may not like the fact that the content is structured as numbered items. Enter a refinement instruction such as "Please regenerate as a single narrative without numbering" and click the Arrow button to rerun the AI Prompt. The content will be duly recreated as per your instruction.
Manual edit
Rather than regenerating the entire content, you may choose to manually edit it yourself. Simply type in the content box to overwrite, remove or add words as you see fit.
If you wish to keep just a subset of the content, you may find the Crop to selection button useful, shown above the content. Simply select the text you wish to keep and click this button - all unselected text will be removed.
Use the Undo changes button to restore the original content.
Note also the Copy button, which copies the entire content to the clipboard (e.g. for re-use in a Word document).
Save Content
Once you are happy with the content, click the Save button. The AI Assistant will close and the screen will position to the application field that has received the content. In our example, you will see the Mitigation Plan field within the Enterprise Risk form now showing the generated narrative.