AI Assistant¶

For more details please have a look at the AI integration documentation.

Overview¶

Please have a look at the AI Assistant documentation for more details.

NOTE: For easier management of AI access we need to create a Usergroup and add the eligible members to it.

Step	Details	Additional Information
	Click on User Management in the 3 Dots menue in the sidebar
	Click on the Groups tab in the User Management View
	Click on Create Group Button to create a new Group
	Enter a meaningful name for new Group
	Click on the Add User section
	Select the users by clicking on the symbol
	Click the Add Button to add selected Users to Group
	All Groupmemebers are now listed in Group

Next configure the AI Integration

Step	Details	Additional Information
	Click on Integrations in the Configuration menue in the sidebar
	The empty integrations view is shown
	Click on New Integration Button
	Enter a meaningful name and select your AI Provider and API Key
	Press Next Button to enter more Details
	Next dialog page opens
	Enter API Endpoint if missing	https://api.openai.com/v1/chat/completions
	Select your prefered model
	Set your prefered LLM settings for temperature and more
	Click on Save
	The new AI integration is created but no Groups are associated
	Press the Add Groups Button under Actions Column
	Select the new Group you created from above and additional ones you need
	Click on ADD Button to save selection
	Updated View

Last step is for every enabled user (from selected groups) is to activate the access

Step	Details	Additional Information
	Click on your Profile Icon in the Sidebar and select Member Access
	A list of integrations available for Member access is shown and their status
	Click on the Integrationname to activate access

Step	Details	Additional Information
1	Select the AI Assistant Icon from the Sidebar
2	Accept the terms of service !
3	The AI Assistant Chat Dialog opens
4	Enter Now a prompt, you can use the example prompts, or enter your prompt
5	Click on the Next Button

Step	Details	Additional Information
1	Now select the type of Output:
2	We will select Generate Action Items from the Applying Prompts page
3	This will generate a set of responses
4	Click the Select Button and select Break Down into Titles
5	This will convert the list of responses to a list with checkboxes:
6	Select a few you like from the list

Step	Details	Additional Information
	Click the Select Record Type Button
	to select Workitem from the list
	In the next Dialog select the right Project and Workitem Type
	for example Project: Echologic and Type: Epic
	Press the Create Records Button to get the Epics created
	A few seconds later all newly created records are now created
	Press Done to finish using the AI Assistant