Use Generative AI Controller with Virtual Agent Designer

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read

    • Use Generative AI Controller capabilities inside Virtual Agent topics to draft knowledge articles.

    Before you begin

    You must enable the capabilities for Virtual Agent Designer first. For more information, see Enable a generative AI capability in Virtual Agent Designer.

    Role required: admin

    About this task

    This example uses the Generate Content capability of the Generative AI Controller to draft knowledge article content from a Virtual Agent conversation.

    For more information on tracking Generative AI Controller usage, see Monitoring Now Assist usage.

    Procedure

    1. Navigate to All > Conversational Interfaces > Virtual Agent > Designer.
    2. Create a topic by selecting the Create card.
    3. Enter a unique name for the topic.

      More topic options can be configured, such as Natural Language Understanding (NLU) model or access restrictions.

      This example uses KB Article Generation as the topic name.

    4. Select Create.
    5. Create a user input node between Start and End by dragging the User Input > Text component from the Components panel.
    6. Enter a node name on the info panel on the canvas.

      In this example, the node name is KB Article Content Request.

      Topic flow with the KB Article Content Request.
    7. In the prompt field, enter a message to display to the user.

      Because the user supplies the topic for the knowledge base (KB) article content, the prompt in this example is What topic would you like to see a Knowledge Base article about?.

    8. Add User Input nodes to fill in all required fields.
      Note:
      To create a record successfully, all required fields must have a value. The next steps describe how to fill in the required fields for a KB article. If your form has no required fields, you don't need to add any User Input nodes.
      1. Add another User Input > Text node and name it Article Title Request.
      2. Add a prompt for the required Article title field such as What should the title of the Knowledge Article be?.
        Topic flow with two nodes, KB Article Content Request and Article Title Request.
    9. On the Components panel, scroll down until you see the Capabilities section and drag the Generate Content action next in the Topic flow.
    10. In the Info panel, name the node.

      The node name that is used in the example is AI KB Generator.

      Flow with Generate Content node.
    11. Open up the data pill selector by selecting the data pill icon (Data pill icon.) next to the topic field.
      Topic flow with datapill menu open for Topic.
    12. Use the text that was created in the interaction by selecting the Input Variables > Response variable.
      Completed node with the prompt value filled in
    13. Drag the Utilities > Record Action component from the Components panel after the Generate Content node.
      Flow with Update Record subflow added.
    14. Enter a name for the node.

      For this example, the node name is Create KB Article.

    15. Fill in the other required fields.
      1. For the Action type, select whether you want to create a record or update an existing one.

        In this example, the Action type is Create a record.

      2. Select the table for the new or updated record.

        This example uses the Knowledge (kb_knowledge) table.

    16. Under Field, select the Add Field button to open the Field Values window.
    17. Set a field value by selecting Add Field Value.
      Add field value modal with Add Field Value highlighted.
    18. Select the field that you would like to update from the list.

      You can add as many fields as you like. In this example, the fields are Article body, Knowledge base, and Short description.

    19. Select the data pill icon to open the data pill selection menu.
      Datapill picker open in the Add Fields modal.
    20. For the Article body field, select Input Variables< Response to use the response that is generated by the Generate Content node.
    21. For the Knowledge base field, select Knowledge or your preferred category.
    22. For the Short description field, select the data pill icon and add Input Variables > Article Title Request, or the name of the user input node that is prompting for a title.
      All field values completed.
    23. Save your field selections and close the Field Values window by selecting Save.
    24. Save the topic by selecting Save.

    What to do next

    This example topic creates simple knowledge articles. Use additional user input, such as context and background information, for more complex articles.

    Note:
    Review any generated content before you publish. See AI Limitations for more details.