The AI Assistant Main Panel Application must have Edit Mode enabled from the panel header
Subscription Admins and Editors can create or edit custom prompts from the Prompt Management Panel by selecting 1) Add Prompt or 2) Edit Prompt from the left menu.
The Subscription Admins/Editors may hover over a prompt in the AI Assistant Main Panel Application and click the edit prompt shortcut to edit a prompt
Overview
Adding and Editing a custom prompt are very similar processes and have a shared UI. Here is an overview of the left menu settings when managing a single prompt.
3) Core Content – Language Translation, Title, Description, Prompt text
4) Instructions – Instructions (or system prompts) instruct the AI Assistant in how to interpret and respond to user inputs and the primary. They should clearly define the AI Assistant’s role in interpreting and synthesizing information effectively.
5) Metadata – Application Scopes, Groups, Visibility and Context
6) Filters / Targets – URL, Browser, Audience, Application (depending on Application Scope) restrictions for the prompt
When adding a new prompt or editing an existing custom prompt, Subscription Admins or Editors will need to navigate through the 4 prompt settings tabs as described below:
Core Content
The Core Content tab includes the following fields:
7) Language (Required) – English is the default language and is a required translaction. You may add other translations using the Language dropdown or using one of the AI translate shortcuts on translatable fields
8) Title (Required ) – a single line of text for Admins/Editors to easily identify this prompt
9) Description (Optional ) – an optional field to provide a description of the intent of this prompt
10) Prompt (Required ) – this is actual text that will be shown to the end user in the AI Assistant Main Panel Application. The “Guide Me” button over the Prompt field launches the optional Prompt Wizard which will allow the AI Assistant to guide you through refining your prompt.
Instructions
Instructions (or system prompts) instruct the AI Assistant in how to interpret and respond to user inputs and the primary. They should clearly define the AI Assistant’s role in interpreting and synthesizing information effectively.
Instructions can be provided as a single, verbose instruction or as a series of instructions that the AI Assistant can follow. Creating each instruction as separate entries can help the AI Assistant understand the context and flow of the instructions and can help with editing and reusability of the instructions.
The “Guide Me” button over the Prompt field launches the optional Prompt Wizard which will allow the AI Assistant to guide you to rework your prompt and suggest instructions which may accepted or ignored.
Metadata
The Metadata tab includes the following fields:
11) Application Scopes – Select one or more Application Scopes to associate the prompt with. To make the prompt available everywhere select the “Everywhere” scope.
12) Groups – Select one or more Prompt Groups to associate the prompt with.
13) Is Hidden – If “Yes”, then the prompt will be hidden from the main interface and only visible when editing. This is preferred over deleting or marking prompts as draft if you think you’ll want to use it again later..
14) Spotlight – If “Yes”, then the prompt will be displayed as a spotlight prompt at the top of the main chat page. A prompt cannot be a Featured prompt and a Spotlight prompt at the same time.
15) Featured – If “Yes”, then the prompt will be prioritized so that it displays in the initial list of prompts within the group. A prompt cannot be a Featured prompt and a Spotlight prompt at the same time
16) Include Suggested Questions – If “Yes” then the user will be presented with suggested questions they can ask after the response is generated.
17) Include Related Links – If “Yes”, then the user will be presented with related links after the response is generated.
18) Context – The Context determines whether information about the page or application will be sent as part of the prompt.
19) Include HTML – If “Yes”, then the pages HTML will be sent as part of the prompt request, otherwise, only extracted text will be sent.
Filters / Targets
The Filters / Targets tab includes the following fields:
20) URL Filters
21) Browser Filters
22) Audiences
23) SharePoint Scopes (when Application Scope includes SharePoint Online)
24) SharePoint Permissions (when Application Scope includes SharePoint Online)
25) Dynamics 365 Scopes (when Application Scope includes Dynamics 365)
26) Dynamics 365 Roles (when Application Scope includes Dynamics 365)
Instructions for managing individual filters / targets can be found in related documentation for the VisualSP Help Items Main Panel Application: