To use the AI Prompt Configuration Builder you must have the AI Core package installed in your org. Installations are carried out by the Certinia Onboarding team. To install the AI Core package, contact your Customer Support representative.
You must also assign the Certinia AI Prompt Configuration Builder permission set to all users that you want to use the AI Prompt Configuration Builder.
Concepts
AI Prompt Configuration Builder Overview
Tasks
Creating AI Prompt Configurations
Cloning AI Prompt Configurations
Customizing Object Fields in the AI Prompt Configuration Builder
Customizing Related List Fields in the AI Prompt Configuration Builder
Adding Filters to Related List Fields in the AI Prompt Configuration Builder
Editing Filters to Related List Fields in the AI Prompt Configuration Builder
Limiting and Ordering Records Displayed in AI Summaries
Editing Record Limits and Ordering in AI Summaries
Renaming AI Prompt Configurations
Deleting AI Prompt Configurations
Reference
SECTIONS