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Building an Automation
Building an Automation

What do you see when you’re building an app? Get up to speed with the AI terminology and our UI.

Updated this week

This is a great place to start before you build your own apps. This will get you up to speed on what to expect when you build apps in your tenant.

Start by going to the Workshop. Then, "Create New"

This will launch the app builder, where you can create new automations and workflows from scratch.

Prompts

Prompts are what you type into the app to set certain parameters or to give it instructions about how to generate outputs. You’ll also use them to set Prompt Objects, which is what the end user will interact with in a published app.

After you’ve started creating a new app, add a new prompt by clicking the “Add Prompt Section.” For every additional prompt, click the “+ Add” button in the bottom right corner.

You can use Prompts to tell the AI App what its job function is, or to provide context about your company. For example, a good way to start an app is by setting the following Prompts:

  • The app’s “job title”

  • What it’s function is

  • Company name

  • Company information

You can also use the prompt templates option to easily add baseline prompts to your automation!

Try starting with these baseline prompts:

User Inputs & Prompt Objects

On the left side of the screen you’ll see “Add User Input.” These can be added into a Prompt field. User inputs are used to create the input fields you'll see when you actually open the app. They'll be used to create something like this:

To add them to your app, you'll need to click on "Create New Input"

User Inputs

There are several kinds of inputs, or Prompt Objects. They are:

  • Short Answer

    • Use this input when you need to collect short answers

  • Paragraph

    • For longer inputs, like blog posts, whole sections of websites, or long descriptions

  • Multi Select

    • You can give end users multiple options to choose from. This works well when setting a tone of voice, or selecting social media platforms.

  • Dropdown

    • A true multiple choice - users can select one of the options presented

  • File Upload

    • Allows users to upload a file for the AI to analyze

Constants

  • File

    • This is NOT a file upload; this is a file that stays "behind the scenes" for the AI to analyze.

    • A use case for this would be something like an HR document like an employee handbook, that will stay behind the scenes, so a user can querry it without needing to upload it every time they use the app

  • Constant

    • These are used if you're going to be referencing the same info over and over again, more like a shorthand.

    • A use case would be your company name, mission statement, etc.

The information you type into the Prompt Object fields will be seen by your clients.

Watch us build an app here:

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