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Generate a process using Generative AI

Use the Generative AI functionality to pass a request to the AI Provider to generate a process (case definition, case fragment, and custom service).

See Tips for using Copilot.

  1. Navigate to Workflow > Business processes.

    The Business processes page appears.

  2. Click New.
    The Design view of the process opens in a new browser tab.
  3. Click the Chat with Copilot icon in the bottom right corner.
    The floating Chat with Copilot window appears with the following message: "Welcome <username>, what type of process would you like to create? An example request might be "Onboard a new employee."
  4. In the Chat box, enter your request:
    1. Do one of the following:

      • Use plain text such as "Approve expense claim".

      • Use the attachment icon to upload images and files and then enter your request such as "Create a process using the image".

        • When you upload an image, a thumbnail is displayed, and the image content is passed as input to the provider. The image types of JPEG, PNG, JPG, GIF, and WebP are supported. If an unsupported type is used, an error appears.

        • When you upload a file, the text from the file is passed as input to the AI provider. The file types of .xml, .csv, .txt are supported.

        • When you request the AI provider to create a process based on the image, not all models support the use of images. Currently, the supported model is "gpt-4-vision-preview."

        • When you request the AI provider to create a process based on the uploaded file, the vision model is not supported.

    2. Click the Return icon or press Enter.

    The Copilot returns the following response:

    • A process (read-only) with a process name. You can save and release the process.

    • The read-only Properties panel.

    • A message in the Chat window: "A process <name> has been generated. Would you like to make any changes or are you ready to generate the process?"

    • The options to generate the process or start over creating the process.

  5. Once a process is created by Copilot, you can do the following:

    • Submit another request in the Chat box for a change in the existing process. For example, submit the following request for a change in the existing process: "Upload supporting documents after Check claim amount" or select another image and request to recreate the existing process using the image and press Enter.

      The AI provider recreates the process.

    • Click Generate process in the Chat with Copilot window.

      • The process is regenerated and the following message appears in the chat window: "Congratulations! Your process is now available. You will be redirected to the process automatically in 5 seconds."

      • The newly generated process opens in the TotalAgility Process designer and is locked. The process properties are enabled. You can use this process like any other process .

      • An audit log entry is recorded that the process is generated using generative AI.

    • Click Start over in the message.

      • The request is cleared.

      • You can enter a new request.

      If you have started to create a process but not saved or released it, you can still use Generative AI but the process will be replaced. Once you save or release a process, the Chat with Copilot icon disappears.

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