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Smart Assist Provider

Message-Smart Assist Provider

       1. Login to your admin account

       2. Click "Message" from the left side menu

       3. Click “Smart Assist Provider” to access the Smart Assist Provider's details.


Smart Assist Provider Management

Smart Assist Provider - Listing Screen

1. Smart Assist Provider Screen Elements

ColumnDescription
NameProvider name
ModelAI model type
ProviderService provider name

2. List Features

             a. Top Bar

                         i. Search functionality

                         ii. "+Add" button for new providers

             b. Available Actions

                         i. Pencil Icon: Edit configuration

                         ii. Three Dots: View info/Delete provider

3. Navigation

             a. Adjustable rows per page

             b. Pagination controls

             c. Total records shown

Important Notes:

  • Test configurations after changes

  • Regular settings review

  • Document provider settings


Add Smart Assist Provider Guide

Overview

When clicking "+Add" on the Smart Assist Provider screen, a configuration tab menu with two tabs: Model and Functions.

1. Model Tab Configuration

Smart Assist Provider - Create Step Model Screen

a. Required Fields

FieldDescriptionRequirements
NameProvider identifierUnique name
ProviderService providerSelect from dropdown
System PromptInitial instructionsClear, specific instructions
ModelAI model typeSelect appropriate model
TemperatureResponse creativityScale 0-1, default: 0
Max TokensToken limitRange: 1-1000

b. Best Practices - Model Tab

             a. Set clear, specific system prompts

             b. Choose temperature based on need for creativity vs precision

             c. Set appropriate token limits for expected responses

             d. Test different models for optimal performance

2. Functions Tab Configuration

Smart Assist Provider - Create Step Functions Screen

a. Required Fields

FieldDescriptionRequirements
NameFunction identifierUnique name
System PromptFunction instructionsSpecific operation guidelines
Webhook URLAPI endpointValid, accessible URL

b. Properties Section

             a. Name: Parameter identifier

             b. Type: Data type specification

             c. Description: Detailed parameter explanation

c. Best Practices - Functions Tab

             a. Define clear function parameters

             b. Provide detailed property descriptions

             c. Ensure webhook URL is accessible

             d. Test function endpoints before saving

3. Configuration Steps

             a. Click "+Add" on main screen

             b. Complete Model tab fields

             c. Switch to Functions tab if needed

             d. Add necessary properties

             e. Test configuration

             f. Click ADD to save

Important Notes:

  • All fields marked with * are mandatory

  • Save configurations before testing

  • Verify all URLs and endpoints

  • Document function parameters

  • Regular testing recommended