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  • 2023.5
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      • Set Confidence Thresholds for your Integrations
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  • 2023.4
    • 2023.4 Changes Overview
      • New Feature: Approval Flows
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        • Document Extraction from AzureAI
      • New Integration: Document Data Extraction from Infrrd
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        • New Feature: User Roles
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        • Move to Multi-Page Application
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        • Conditionality Based on an Action's Checklist
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        • Plus Addressing Improvement
        • Release Notes
      • 2022.6 Changes Overview
        • Improvements to Working Between Teams
        • New 'View All' Section on Email Inbox
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          • Unprocessed Emails Further Specifics
        • Merging Ticket Improvements
        • Custom Card Improvements
        • Email Processing Logic Changes
          • Plus Addressing
        • Email Routes Page Adjustments
        • RPA & OCR Integrations Moved to Marketplace
        • Release Notes
      • 2022.5 Changes Overview
        • Converting a Ticket into a Case Improvements
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        • Improved Linked Work Item Options
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        • Other Builder Changes
        • Application Credentials
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        • Release Notes
      • 2022.4 Changes Overview
        • New Email Views
        • Ability to write draft emails
        • Other Email Improvements
        • CHANGE IN BEHAVIOUR - automated Ticket acknowledgement
        • Send Automated Emails for Cases
        • Ability to Link Existing Work Items
        • Improvements to Linking Work Items
        • Contact Tag Enhancements
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        • Daylight Saving for Triggers
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        • Release Notes
      • 2022.3 Changes Overview
        • Notifications Improvements
        • Files Tab in Tickets, Actions & Cases
        • Time Tracker Card Improvements
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        • Auto-creating External Contacts
        • Other Work Manager Changes
        • Improvements to Contact Tags
        • Release Notes
      • 2022.2 Changes Overview
        • Work Manager Changes
          • Searching for Files in Quickfind
          • Deleting an Email Attachment
          • Updates to Ticket
          • New Homepage Grid Columns
          • Further Work Manager Changes
        • Builder Changes
          • 'Global' Agent option
          • Localisation Configuration Improvements
          • Graph API Mailbox Improvements
          • Option to exclude local checklist when cloning a Case
          • Further Builder Changes
          • Dashboarding Improvements
          • 'Per Connector' Email Deduplication Option
        • Release Notes
      • 2022.1 Changes Overview
        • Release Notes
      • 2021.2 Changes Overview
        • Working with Linked Work Items
        • Sharing Emails between Linked Work Items
        • Release Notes
      • 2021.1 Changes Overview
        • Work Manager
          • New Page - Contact Management
          • Scheduling Emails and Using the Outbox Page
          • Streamlining of States
            • Case State Specifics
            • Action State Specifics
            • Ticket State Specifics
          • Home Page Grid Improvements
          • Improvements to Views
          • Enhancements to the Start Case Feature
          • Peer Review Action Enhancements
          • 'Trigger External API' Action Improvements
          • 'Wait for Sub-Cases to Complete' Action Improvements
          • Improvements to 'ABBYY FlexiCapture' Actions
          • 'Send Email' and 'Send Email and Wait' Action Improvements
          • Converting a Ticket into a Case Improvements
          • Timeline Improvements
          • Further Work Manager Changes
        • Builder
          • Service Matrix Changes
          • New Case Configuration Features
          • New Ticket Configuration Features
          • New Screen - Service Line Information
            • Creating New Ticket Types in a Service Line
            • Creating New Case Types in a Service Line
            • Creating New Action Types in a Service Line
          • Using multiple Case process for a Single Trigger
          • User Groups & Permissions
            • Setting Permissions
            • Migration of Existing Permissions
          • Improvements to Editing Steps for a Case Type
          • Showing Deleted Items
          • Viewing Activity History
          • Viewing Cases Linked to a Schedule
          • Cloning Objects
          • Easier Adding of Ticket Categories
          • Easier Copying of Data
          • Adding New Contact Tags
          • Grouping Companies under a Parent Company
          • External Contact Scoping
          • Easier Viewing of Cases Linked to a Schedule
          • Further Builder Changes
        • Overview of Enate Online Help
        • Release Notes
      • 2020.1 Changes Overview
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  1. Latest Updates
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EnateAI AI Analyst - Iterate Prompt with AI

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Last updated 2 months ago

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In order to enhance your experience when creating an AI Policy in EnateAI's AI Analyst, we have made some changes to how you can test and improve your policies / prompts before you set them live. When you now go to test an AI Policy, you can use power of AI to improve and iterate your original prompt over the course of multiple test attempts. As part of this change, there have been some changes to what you see then testing an AI Policy, so you can look at each set of results as you iterate your prompt.

Changes to Policy Testing screen

The screen for testing your AI policy is now split into three sections, allowing you to review your initial set of results and then iterate a further two times if you wish.

Once you have uploaded the files you are going to use in your test and selected to test the policy, the Test AI policy screen will appear. The first test will instantly appear on the left hand side of the screen displaying the prompt that is being tested. Once the test finishes and you can view the test results, if you're happy with the output of the test you can go ahead and click to 'Save & Set This Policy Live', or just 'Save this Policy' if you don't yet wish to set live.

Iterate the prompt with AI

If you're not happy with the results you can select the 'Use AI to Iterate Prompt' button in the second section. The AI will then iterate the prompt used in the first test to improve it, and will then immediately rerun the test. You will be able to see the adjusted prompt text while you wait for the second test to complete running.

Once the second test has been completed, you'll have exactly the same options available to you for the Policy for a final time: Save it; Save it & Set Live; or choose to iterate with AI and run the test one last time.

At any point you can choose which iteration of the prompt you wish to save or save and set live. Please note that once all three versions of the prompt have been tested, if you're still not happy with the results you will need to start the process again in order to generate any further sets of test results.