Options
Last updated
Last updated
Select the stage by clicking on the radio button next to it.
Click OK to confirm your selection.
After selecting the AI Options stage, you will see the AI Option Template setup.
Enter your prompt in the AI option template text box and click on Use Prompt.
In the prompt creation screen, you will need to define the AI prompt and expected answers.
Write your prompt in the Create a prompt text box.
Click on the + Option to add multiple options for the AI decision. Each option will correspond to a potential response or action.
Add the possible options for the AI decision. For each option, fill in the corresponding fields:
Option-1: Description of the first option.
Option-2: Description of the second option.
Option-3: Description of the third option.
You can add more options by clicking on the + Option button.
Once you have defined the prompt and expected answers, click Save.
You will see branches for each option you have defined.
Click on + Stage under each branch to add subsequent stages based on the AI decision.
AI match the option with prompt and new records are added based on different conditions or templates.