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Generate a business rule using Generative AI

Use the Generative AI functionality to pass a request to the AI Provider to generate a business rule for flow rule, decision tree, and decision table.

See Tips for using Copilot.

  1. Navigate to Workflow > Business rules.
    The Business rules page appears.
  2. Do the following to create the business rule type:

    • Click New > Flow rule.

      The Business rule - New business rule Design view opens in a new browser tab.

    • Click New > Decision tree.

      The Decision tree - New business rule Design view opens in a new browser tab.

    • Click New > Decision table.

      A new decision table opens in a new browser tab.

  3. Click the Chat with Copilot icon in the bottom right corner.

    To chat with Copilot, you must have already configured the AI provider' otherwise, you are prompted to configure the provider.

    The floating Chat with Copilot window appears with the following message: "Welcome <username>, what type of business rule would you like to create? An example might be "Validate claim."
  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 request the AI provider to create a business rule 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 business rule 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 business rule type (read-only) with a business rule type name. You can save and release the rule.

    • The read-only Properties panel.

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

    • The options to generate the business rule or start over creating the business rule.

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

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

      The AI provider recreates the business rule.

    • Click Generate in the Chat with Copilot window.

      • The process is regenerated and the following message appears in the chat window: "Congratulations! Your business rule is now available. You will be redirected to the business rule 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 business rule but not saved or released it, you can still use Generative AI but the business rule will be replaced. Once you save or business rule a process, the Chat with Copilot icon disappears.

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