Copilot
You can use the Dashboard or Generative AI to get the insights into the data on a form at runtime.
On the Insights type list, select an insights type and configure it.
- None (default)
- Dashboard
- Generative AI
Dashboard
Use a dashboard to get insight into form data at runtime. Ensure that you include at least one Chart, Tile, Table, Work queue, Job list, or Workload control on the form. However, do not include the Generative AI chat control.
Configure the dashboard as follows.
| Header label | Enter a name for the dashboard to be displayed at runtime. |
| Provider | Select a Generative AI provider.
The Provider list includes the AI providers configured in . See Integrate Generative AI with TotalAgility. If a Generative AI provider is not already configured, a warning message appears. |
| Persist conversation | If selected, allows the context to persist for the duration of the conversation. (Default:
Clear)
Persisting the conversation increases the token usage that may result in exceeding the token limit. When
the prompt exceeds the token limit, the earlier conversation history is removed to manage the token limit automatically. The
existing message that exceeded the token limit and the context is also cleared.
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| Use response profile | If selected, adds a response profile that can be used at runtime because you may want your responses to take a specific word count or style. (Default: Clear) |
| Response profile |
On the Response profile list, click and provide an inline value, or select a String variable (form or global), or a form control. |
| Use seed | If selected lets you specify the seed. (Default: Clear)
Provide an inline value or select a numeric variable. (Default: 0 and Maximum: 32,767) Seed increases the likelihood of obtaining more consistent results from the AI provider across repeated requests, though not guaranteed. |
| Events | Configure the
Response Returned event that is executed when a response is returned
at runtime.
You can add actions to this event. See Configure actions for a form control event. |
At runtime, the Chat with Copilot icon appears at the bottom-right corner of the form. When you click this icon, the "Chat with Copilot" window opens.
You can increase or decrease the size of the chat window, and position it anywhere on the screen.
On the chat window, you can do the following:
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Enter a request, such as "How many activities are listed in Process_1?" in the Copilot chat box, and then click the Return icon or press Enter to get a response from Copilot.
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Request about the details of the Charts, Tiles, Tables, Work queue, Job list, and Workload controls.
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Large Language Models (LLM) have limitations in performing mathematical calculations. Therefore, when using dashboard insights, you may get inaccurate results when requesting counts, totals, and similar metrics.
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When you request the AI provider to create a chart, you should explicitly mention an HTML chart in the prompt. For example, "Create an HTML chart for the active and finished jobs created this week."
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Clear the current conversation and start a new conversation by clicking the Start over icon in the top-right corner of the Chat box.
The context of the conversation is maintained if the "Persist conversation" is selected while designing the form. However, the context of conversation is not maintained between two different forms.
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Close the chat window by clicking the Collapse icon .
Generative AI
Use Generative AI to get insights from the attached image file, text file, and plain text, as well as to handle general queries at runtime.
Configure Generative AI insight type as follows.
| Header label | Enter a name for the header to be displayed at runtime. | ||||||||
| Provider | Select a Generative AI provider.
The Provider list includes the AI providers configured in . See Integrate Generative AI with TotalAgility. If a Generative AI provider is not already configured, a warning message appears. |
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| Source | Select the source based on which the AI provider provides the response.
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| Persist conversation | If selected, allows the context to persist for the duration of the conversation. (Default:
Clear)
Persisting the conversation increases the token usage that may result in exceeding the token limit. When
the prompt exceeds the token limit, the earlier conversation history is removed to manage the token limit automatically. The
existing message that exceeded the token limit and the context is also cleared.
|
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| Use response profile | If selected, adds a response profile that can be used at runtime because you may want your responses to take a specific word count or style. (Default: Clear) | ||||||||
| Response profile |
On the Response profile list, click and provide an inline value, or select a String variable (form or global), or a form control. |
||||||||
| Use seed | If selected lets you specify the seed. (Default: Clear)
Provide an inline value or select a numeric variable. (Default: 0 and Maximum: 32, 767) Seed increases the likelihood of obtaining more consistent results from the AI provider across repeated requests, though not guaranteed. |
At runtime, you can open the chat window by clicking the Chat with Copilot icon . In the chat window, you can do the following:
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Enter image or text as input and request response from the AI provider. For example, upload an image of car registration and request the registration number.
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Clear the current conversation and start a new conversation by clicking the New chat icon in the top-right corner of the Chat box.
The context of the conversation is maintained if the "Persist conversation" is selected while designing the form. However, the context of conversation is not maintained between two different forms.
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An audit log entry is recorded.