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How to use the AI Assistant

This article will explain how to leverage AI via the AI assistant in the Library pane in order to rework existing pieces of text and boost efficiency when working in Word, PowerPoint, or Outlook.

  Prerequisites

  • Library and Universal AI Assistant or Custom AI Assistant modules enabled.

Using the AI Assistant in Word, PowerPoint, or Outlook 

  1. Open Templafy Library in Word, PowerPoint, or Outlook.
  2. At the top left corner of the Library pane, click on AI Assistant.
  3. Select the text or the shape that should be reworked using AI.
  4. In the AI assistant, select the desired option you would like to execute.
  5. A suggestion will be displayed in the AI assistant.
    • If the current suggestion does not meet expectations, click on New suggestion to generate another suggestion.
      The arrows can be used to toggle between the generate suggestions.
    • If the current suggestion meets expectations, click on Use text to replace the the original text with the suggestion.

AIAssistant_Example.gif

 

Suggesting a New Prompt Template

If you have an idea for another prompt template that would help you work more efficiently, you can submit that idea to your admins directly in the AI Assistant section.

  1. In the Templafy Library, click on AI Assistant.
  2. Scroll to the bottom of the list of available prompt templates, and click on Propose new prompt template.
  3. Enter your idea in the window that pops up, and click Submit idea.

 

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