Exposing Generic Inquiries to AI Assistant: General Information

AI Assistant can return answers as text summaries, tables, lists, charts, and pivot tables. You can jump directly to the relevant forms and records from the response.

To maximize the accuracy and relevance of the answers, you control which generic inquiries AI assistant uses and how those inquiries are described in business language that's familiar in your company.

In this topic, you will learn how to make generic inquiries available to AI Assistant and how to process them.

Attention: These capabilities are available only if the AI Assistant feature is enabled on the Enable/Disable Features (CS100000) form. Also, you need to have one of the following roles to be able to use AI Assistant:
  • AI Assistant User
  • Administrator
  • Acumatica Support

For details on how to use AI Assistant, see Working with AI Assistant: General Information.

Applicable Scenarios

You modify the AI-related settings of generic inquiries in the following cases:

  • You are rolling out AI Assistant and need to control which data it can use.
  • You need to add generic inquiries to the default set used by AI Assistant or to remove them from this set.
  • You want to refine the inquiry, field, or parameter descriptions so that users get more accurate, business-relevant answers.
  • You've updated a generic inquiry and need to refresh what AI Assistant uses.

Adding Generic Inquiries

You can make any generic inquiry available to AI Assistant by selecting the Expose to AI Assistant check box on the Interface Options tab of the Generic Inquiry (SM208000) form, as shown below.

Figure 1. The Expose to AI Assistant check box


Important: A generic inquiry must be published to the UI before it can be used by AI Assistant.

Adding Descriptions

To help AI Assistant understand users’ questions and provide better answers, you can add a description for the whole generic inquiry, as well as descriptions for any of its parameters and fields. AI Assistant will then associate those phrases with the generic inquiry, the parameter, or the field. When the phrases appear in users' questions, AI Assistant is more likely to understand what information is being sought.

You can use the rich text editor on the Description for AI tab of the Generic Inquiry (SM208000) form to enter a short explanation of what the generic inquiry is for, as shown below.

Figure 2. The Description for AI tab


Tip: If your instance has multiple active locales, you can provide localized versions of the descriptions on this tab.

In the Description for AI column on the Results Grid tab, add a short text string for each data field—that is, column on the resulting inquiry form—where an explanation may be helpful (shown below).

Also, on the Parameters tab, you can add an instruction for using each parameter. (For example, for a date, you could enter Select the date up to which open invoices are included.)

Figure 3. A field description for AI Assistant


The descriptions provide extra context that can improve answer quality, but specifying them is optional.

Processing the Descriptions

After you expose a generic inquiry to AI Assistant and add descriptions, you need to process this inquiry on the AI Assistant Data Processing (ML503010) form. You either click Process All or select the needed records and click Process (Item 1 below). After the system processes the inquiries (Item 2), their data can be used by AI Assistant.

Figure 4. The AI Assistant Data Processing form


If you modify a generic inquiry, its status on the AI Assistant Data Processing (ML503010) form changes, indicating that this inquiry should be processed again, as shown below.

Figure 5. Generic inquiries that should be processed


By default, the system uses the predefined AI Assistant GI Schema Upload schedule to process the descriptions. (This schedule runs once a week.) You can also run the process manually.