How to set up AI services in Q-assign

Introduction

Note: This feature is available in Q-assign version 4.824 and onwards.

 

In order to use Ortoo AI Services, install/upgrade the Q-assign package with version 4.824 or higher and raise a request with our support team to enable the AI services feature through feature management. If the 'AI Services' are not activated you will only be able to see the following:

Permission Set Groups 

Assign the 'Q-assign API Provider' and 'Q-assign AI Prompt' permission set groups to the required users who wish to access the AI services.
 

  1. Q-assign API Provider permission set group gives access to the QA AI Services tab and API provider tab and object. It provides access to manage the configuration of API Providers.
  2. Q-assign AI Prompt permission set group gives access to the QA AI Services tab and AI prompt related tabs and objects, i-e AI prompts and AI Prompt Predefined sets. It provides access to manage the configuration of AI Prompts.

How to create AI Provider Configuration

  1. Go to the QA AI services Tab and click on 'All' for AI Provider Configuration, as shown below:

  2. We will be directed to API Provider Configuration tab, click 'New' to set up the configuration for the AI provider.

  3. Add the values in the respective fields to set up the provider:
    1. API Provider Configuration Name: Any name of Choice
    2. API Provider Type: Open API Chat Completion or Open AI Assistant
      Please refer to OpenAI documentation to create and set up an assistant: https://platform.openai.com/docs/assistants/overview
    3. API end point: Your API Endpoint URL (e.g. https://api.openai.com)
    4. Org id: Your org id (e.g. org-ABCDEFGHIJKLMNOPQRST)
    5. API key: Your own personal API Key
    6. Click Save

How to share AI Provider Configuration

Once we have created and saved the AI Provider configuration, we need to open the newly saved AI Provider configuration record and share it with relevant users that wish to use this setting. The sharing option is available in the drop-down as shown below:


There are two levels of access: 'Read Only' and 'Read/Write'. We can add our user and select the level of access we want to give them and then click Save.

  1. Read Only: As the name suggests, with this level of access, users can only view the AI provider setting.
  2. Read/Write: With this level of access, users can view and edit the AI provider setting.

 

In order to use the Ortoo AI services, the users need at least read only level access of the AI Provider configuration setting.

 

Please contact us at support@ortooapps.com for any questions.