AI agent/AI template settings screen

overview

This section explains the settings screens for the AI agent and AI template.

As with the list screen, there are common items between AI agents and AI templates in the settings screen. In addition to these common items, we will also explain the unique items that each has.

Common items

Common 1) Title, description, and icon image

The settings you make here will be displayed on the list screen.

title

The name of the agent. It does not affect the AI generation results.

Description

This is a description of the agent. It does not affect the AI generation.

Icon Image

You can attach an image to your AI agent.
Please upload a square image.
The default is no image.

Common 2. File upload

We will answer based on the file information uploaded here.
You can attach PDF, CSV, Word, and text files.
The character limit varies depending on the GPT model you use.
Accuracy will improve if you write "Please answer according to the attached file" in the agent settings.

Common 3) Scope of disclosure

team

Publish the AI agent to members of your workspace.
Chats created in a team will have their history visible to the team.

Private

Your AI agent will not be visible to other members of the workspace.
Any chats created privately will have their history visible only privately.

⚠️Note : Users with admin/owner privileges can view all AI agents and history. Therefore, please do not enter any credit card information.

You can also change the visibility of your chat history after the chat.

Common ④Create Button

Create an agent with the configured settings.
The user or administrator who created it can edit the contents later.

AI Agent Settings

What kind of AI agent is it?

Set the behavior of the AI agent. For example, there are the following items.

Areas of expertise and prior knowledge:

Set specific areas of expertise and prerequisite knowledge that the AI agent should have, such as "marketing expert," "technical support specialist," "knowledge of SEO," and "customer support process."

Personality and tone:
- Customize the personality and tone of your AI agent. For example, you can set it to be "friendly" or "formal."
Output format settings:
- Set the format and style of the text generated by the agent, for example "bullet points" or "detailed description".

First message

Enter a message to start the chat, giving clear instructions to users on how to start the chat and what the AI agent can answer.

Example of message to set:

"In this chat you can ask questions about product information."
"This AI agent will provide advice on marketing strategies."

These messages provide users with a quick guide to get the information they need.

AI template settings

Templates

With AI templates, users can always get answers with a consistent level of accuracy by rewriting or filling in parts of pre-set template sentences.

When creating a template, it is a good idea to consider the following:

① Output instructions to AI:

Clearly define the output you want from the AI. For example, enter specific requests such as the following:

For example: Please briefly explain the features of your product.
Example: Please respond appropriately to the inquiry.

② Input field for users:

To use AI templates effectively, it’s a good idea to provide clear input fields for users so they know what to fill in. We recommend including specific instructions in your template, such as:

Example: "Enter product name here: _____"
Example: "Please enter your inquiry: _____"