This article explains how to distribute the Custom AI Assistant module and individual AI prompt templates to specific users or user groups. This allows you to create and distribute prompt templates for use-cases relevant for certain teams.
Prerequisites
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How to target distribution of the AI Assistant module
In cases where the AI assistant should only be available for certain users or groups of users, the module can be enabled for just those users.
- In the Admin center, go to the modules tab.
- Click on the Activate button on the AI Assistant module.
- In the window that pops up, click on Activate module.
- From the menu on the left of the screen, select the group or specific users, and click Add to selected.
- Once the desired groups and users are added to the selected pane on the right, click Save changes.
How to target distribution of prompt templates
For cases where you create a prompt template that is relevant for only certain users, you may distribute that prompt template to just those users.
- Go to the AI Assistant tab.
- Create the prompt template.
- Once the prompt template is created, click on that row in the Prompt templates tab.
- In the pane on the right, select Target users.
- To target prompt templates by Users and User Groups:
- Under Target by User Group and Users, click the Edit button.
- Search for and select the user group(s) and/or user(s).
- Click Add to selected to move your chosen items to the Selected section.
- Click Save.
- To target prompt templates by information in the User Profile:
- Under Target by User Profile, click the Edit button.
- Click the Add filter button.
- Select the User Profile field you'd like to filter by.
- Select the value of the field that indicates the user(s) should see the prompt template.
- If additional values in that filter are needed, click Add condition and repeat as many times as needed.
- If more filters are necessary, click on Add filter and repeat the above steps as many times as needed.
- Click Save.
- Click Publish changes to make these updates available to users.
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