Templafy's Universal AI Assistant brings the power of secure GenAI directly into your Microsoft Office workflows. It allows your organization to keep your company data protected and provides ready-made prompts to your users.
Prerequisites
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What does the Universal AI Assistant do?
The Universal AI Assistant allows you to define prompt templates, your desired tone of voice, and make that available to users directly in your Microsoft office apps. This allows Templafy admins to provide fully tested and robust prompts for users, making the power of GenAI even more efficient for your organization.
With Templafy's Universal AI assistant, admins can:
- Manage available prompt templates
- Adjust the tone of voice
- Test new prompt templates before publishing to users
- View feedback or new prompt ideas from your users
With Templafy's Universal AI assistant, end users can:
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Select text and utilize published prompts
- Submit feedback and suggest other helpful prompt ideas
How does the Universal AI Assistant work?
Complete prompts are made by (optionally) incorporating the user-selected text, the prompt instructions, and tone of voice. These prompts are sent to the connected GPT model, and users can either use the generated text or ask for a new suggestion.
Prompt Templates
By default, the AI Assistant comes with 10 ready-to-use prompt templates. These are prompt templates that are maintained by Templafy and include most common use-cases.
Admins have the ability to add additional prompt templates, either based on provided "starter templates" or starting from scratch.
AI Model Connection
The Universal AI Assistant uses a standard GPT model hosted in Templafy's Azure OpenAI Service setup. Currently, this is OpenAI GPT-4o mini model in most geographies.
For more information about data processing and security, please refer to our Security and Privacy FAQ.
Note
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