F2 AI Assistant administration

The content of this website is last updated to F2 version 11. cBrain are working hard on supplying you with the newest documentation of F2.

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 ai logo in the record or chat windows or in the record ribbon to open the "F2 AI Assistant" window.

Click on the gear icon settings 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.
ai admin settings
Figure 1. Click on the icon in the upper right corner of the window

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.

admin settings visibility
Figure 2. The "Prompt settings" window

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.

change visibility
Figure 3. Change visibility for the prompt

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.

import export
Figure 4. Export or import prompts