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Generative Widget (AI Assistant)

The Generative widget will invoke a request to a Generative Large Language Model using the current context and the settings within the widget. It will provide the resulting information once the model returns it.

Generative Widget

AI Assistant

The Generative Widget is typically implemented in a dashboard as the AI Assistant Tab and is used when you want to ask specific questions about the articles in context.

AI Assistant

As with the AI Explainer Widget, the AI Assistant is easier to use when it is expanded to a full page view. To do this, click on the icon in the upper right corner of the section.

AI Assistant - Expand

Once you click on the icon, the section will expand to take up the full screen.

AI Assistant - Expanded

The AI Assistant is used to ask questions directly to the AI Model and receive answers. It is meant to be a conversational capability where you can ask a question, format a newsletter, pull information out of the articles, or just get a simple summary of the information. The tab consists of four main sections, the configuration section where you can configure which model to use, select articles, etc., the Suggestions Section where the model will give you suggested questions that you might want to ask, the Templates Section where you can select a curated prompt to use, and the Conversation Section where you can ask any question directly.

Configuration Section

The configuration section is used to pick a model, adjust which articles will be used for the generative summary, and to manage other aspects of the assistant.

AI Assistant - Configuration Section

The current model being used is in the upper left corner of the tab. If you would like to change it, click on the icon icon next to the name of the current model.

AI Assistant - Configuration - Model

Current models available are OpenAI GPT-4o and OpenAI GPT-4o mini. Select the model you prefer from the menu list shown.

Below the model name is the explanation for what is being submitted to the model to be summarized.

AI Assistant - Configuration - Articles

You can change the settings for the articles by clicking on the icon to the right of the explanation.

AI Assistant - Configuration - Article Menus

  • Change the number of articles used by changing the number in the Number of Articles box.
  • Change the sort order for the articles by clicking on the icon in the Sorted by box.
  • Change the Search type in the Pro Search checkbox
  • Select specific articles to be used by selecting or de-selecting the articles in the article list.

Tip

  • Unselecting the All Articles checkbox will unselect all of the individual articles as well. If you only want to work with one or two articles, unselect All Articles and select the article or articles desired.
  • Note that the suggestions are based on the full set of articles. If you unselect an article that generated the suggestions, clicking on the suggestion will give you no summary as the model will not receive the information from the article you unselected.

Suggestions Section

Whenever you change the PowerIntell.AI dashboard context, the top articles returned will be analyzed and suggested prompts will be generated based on the content of those articles.

AI Assistant - Suggestions Section

The suggestions are each a dynamically generated prompt that you can use directly. If you see a question that you want to ask, just click on it and the assistant will ask the question to get you the answer.

AI Assistant - Suggestions Navigation

You can navigate through the list of suggestions using the :material-chevron-left and icons in the lower right corner of the suggestions section.

Templates Section

The Templates Section is where you can find and use curated prompts to quickly get a formatted answer to your questions.

AI Assistant - Templates Section

These curated prompts range from simple article summaries to newsletter formats to full briefings using the articles selected. Click on the Templates tab to display the list.

AI Assistant - Templates - Navigation

Once you have the list, you can move through it using the :material-chevron-left and icons. Select the desired template to use it as a prompt.

Conversation Section

The Conversation Section is where you type in your own question.

AI Assistant - Conversation Section

You can type a simple question like "What is happening with Apple today?" or a longer request like "Write a newsletter using the articles you are given. The newsletter will be about Generative AI. Summarize the articles in two to three-paragraphs and format the names of any companies or products as bold using markdown format as follows, **Company Name**."

When you have completed your prompt, click on the icon that is on the right side of the input box to start your conversation.

AI Assistant Output

Once you click on a suggestion, a template or send your custom prompt, you will be taken to the conversation page of the tab.

AI Assistant - Conversation Output

From this page you can copy the summary by clicking on the :fluentui-ic_fluent_share-24-filled: icon underneath the summary.

AI Assistant - Conversation Navigation

Using the copy icon will retain the formatting from the summary and you can then past it into whatever other program you want to use.

In order to ask a new question, click on the NEW CONVERSATION button on the bottom of the page.

In order to return the Artificial Intelligence section to the PowerIntell.AI dashboard, click on the in the upper right corner.

AI Assistant - Collapse Window

Common Widget Navigation

Widgets are typically included as part of a dashboard. Some of the navigation elements are available or not based on the settings for the specific dashboard.

One of the optional components is the context area. Click on the link to get more information on the context area.

The widgets themselves all have explicit navigation elements in the frame.

Widget Frame - Navigation

Click on the to maximize the widget inside the dashboard page.

Widget Frame - Expanded

This will expand the widget to fit the full screen. You can click on to return the widget section back into the dashboard.

In addition, each widget may have multiple tabs which can be clicked on to switch to different widgets within the same frame.

Context Usage


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Last update: September 18, 2024
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