The Assistant, powered by OpenAI, is an AI tool that uses text or voice prompts to execute searches for records, generate templates for notifications, and generate code in workflows. Powered by AI, the Assistant will help you:
➢ Generate Jinja code
Use prompts to generate Jinja code in the following workflow blocks:
- API
- Conditional Threshold
- Oomnitza
- Update
To exploit the full potential of the Assistant, you need a good understanding of Jinja. Don’t forget to take advantage of the feature-rich editor and Test run feature to review your code.
Using the Assistant to generate Jinja code
➢ Generate notification messages
Use prompts to get a head start in creating messages in the Notify block. You can, for example, generate personalized welcome messages for new employees, or for employees leaving your organization.
Using the Assistant to create notification messages
➢ Filter data in records and create searches
Use prompts to create to execute searches quickly. Just ask the Assistant, and it will generate a filter and execute the search on your behalf. Effortlessly locate records using the Assistant's intelligent filtering capabilities.
Using the Assistant to search for records
Activating the Assistant
By default, the Assistant is not enabled in your instance. To turn it on, add it as a global setting. Enter system.enable_assistant
as the key, and set the value to yes
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