F2 AI Assistant administration
In F2 there are several options for managing access to F2 AI Assistant and the prompts related to the module.
A user must have the "F2 AI Assistant user" privilege to access F2 AI Assistant. The "F2 AI Assistant admin" privilege gives you access to the "Prompt settings" window. From there it is possible to change the visibility of the prompts displayed in the "F2 AI Assistant" window. Learn more about assigning roles and privileges.
Prompt settings
Click on the F2 AI Assistant icon in the record or chat windows or in the record ribbon to open the "F2 AI Assistant" window.
Click on the gear icon in the upper right corner of the window to open the "Prompt settings."
The gear icon is only visible if you have the "F2 AI Assistant admin" privilege. |
From this window it is possible to change the visibility of the prompts displayed in F2 AI Assistant. To do this, select a prompt in the list and click on the Change visibility drop-down menu in the ribbon.
You can choose to publish the prompt, restrict visibility, or hide the prompt. If you restrict visibility, the prompt will only be visible to users with the "F2 AI Assistant admin" privilege.
Export and import prompts
You can export prompts from one F2 system and import them to another F2 system. Click on Advanced in the top right corner of the "Prompt settings" window to open a drop-down menu.
Click on Export in the drop-down menu to choose the folder where the prompts should be placed. Click on Import to open a window where you can navigate to the file you want to import.