IFS.ai Copilot¶
How to Enable IFS.ai Copilot¶
For the user to have access to IFS.ai Copilot, these prerequisites need to be filled:
- The component FNDGPT needs to be installed.
- The system parameter IFS.ai Copilot Chat needs to be ON (ON is the default value).
- The permission set FNDGPT_RUNTIME needs to be granted to the user.
Note : To enable a user to administer and publish prompts within the organization, the following prerequisite must be met: The permission set FNDGPT_ADMIN must be granted to the user.
Note: If a user encounters an error while using the IFS.ai Copilot, navigate to the Copilot Error Logs page for the specific user. This page provides a detailed overview of the error message received, enabling faster troubleshooting and resolution.
Settings¶
1. Restricting User Access to IFS Documentation¶
To restrict user from accessing the content inside IFS public documentation (IFS User Docs, IFS Tech Docs, IFS ALE Docs, and IFS Community) using the Copilot chat, change the system parameter IFS.ai Copilot Access to IFS Public Documentation value from ON to OFF.
2. Links¶
Links to the IFS User docs and Tech docs are redirected by use of the system parameters:
If the Base address for HTML help is set to Default, the customer’s own documentation container will be used. This is the default setting. It is recommended because it will ensure that the links to the IFS pages from the documentation works for the users.
3. Enabling IFS.ai Copilot for different Product Areas¶
To be able to access the Copilot features for different product areas, they need to be granted the following projections:
IFS.ai Copilot for Service Managers
Projection Name: ServiceManagerCopilotService
Supported pages:
Service Management -> Request Management -> Request Handling ->Requests Service Management -> Request Management -> Request Handling -> Request Details
IFS.ai Copilot for Sales Representatives
Projection Name: SalesRepCopilotService
Supported Pages:
Relationship Management -> Customer Relationship Management -> Business Opportunity -> Business Opportunity Relationship Management -> Customer Relationship Management -> Business Activity -> Business Activity
IFS.ai Copilot for Dispatchers
Projection Name: SvcschDispatcherCopilotService
Supported Pages:
Service Management -> Request Management -> Scheduling and Allocation -> Dispatch Console
IFS.ai Copilot for Time Management
Projection Name: TimeManagerCopilotService
Supported Pages:
Human Capital Management > Manager Services > Time and Attendance > Time Registration Human Capital Management > Manager Services > Time and Attendance > Time Authorization > Time Authorization Human Capital Management > Manager Services > Time and Attendance > Absence Calendar
IFS.ai Copilot for Supplier Quotation Evaluation
Projection Name: PurchCopilotService
Supported Pages:
Procurement > Quotation > Order > Order Quotation Approval Procurement > Quotation > Order > Order Quotation Approvals
IFS.ai Copilot for Supplier Performance Evaluation
Projection Name: SrmCopilotService
Supported Pages:
Relationship Management > Supplier Relationship Management > Supplier Performance Evaluation and Rating > Supplier Performance Evaluation Lines
IFS.ai Copilot for FMECA
Projection Name: FmecaCopilotService
Supported pages:
Maintenance > Failure Modes Effects and Criticality Analysis > Prepare FMECA Maintenance > Failure Modes Effects and Criticality Analysis > Perform FMECA
Prompts¶
Administrative users can view, add or manage IFS.ai Copilot prompts within IFS Cloud pages via Copilot Management > Copilot Prompts in Solution Manager
Figure : All Prompts Section in Copilot Prompts
Universal Prompts¶
Universal prompts are a type of prompt in IFS.ai Copilot that appear consistently across all pages within IFS Cloud, ensuring you have access to them no matter where you are in the system.
Use the Universal Prompts section to Add, Delete, Duplicate, or Publish universal prompts.
Page Prompts¶
Page prompts in IFS.ai Copilot are specific to the page you are currently using in IFS Cloud. They provide quick access to prompts tailored exclusively to the context of that page, ensuring relevant and focused assistance.
Use the Page Prompts section to Add, Delete, Duplicate or Publish page prompts.
Prompt Editor¶
Prompt Editor functionality allows you to add page attributes to a prompt, that will be replaced with page values when used in context.
The Prompt Editor button will become visible after creating a page prompt and selecting the prompt line. On the Prompt Editor view, you will see the prompt you have selected, along with all the attributes for the page. Attributes can be sorted and filtered to help in the selection process.
Note : When adding an attribute, first select the attribute and then you can either copy and paste it into the prompt text editor or drag and drop it directly into the desired location within the editor.
Universal Prompts Per User¶
Use Universal Prompts Per User to view and manage prompts to view and manage prompts that are available only to a specific user. These are prompts that the user has created themselves, or that are set up specifically for the user by an administrator. Use the search to select a user and then view or manage any universal prompts they have created in the system.
Page Prompts Per User¶
Use Page Prompts Per User to view and manage prompts that are available only to a specific user. These are prompts that the user has created themselves, or that are set up specifically for the user by an administrator. Use the search to select a user and then view or manage any page prompts they have created in the system.
All Prompts¶
Use All Prompts to view and manage all the prompts within your organization. This page provides an overview of all the prompts created within the system. Selecting a prompt line will provide you with a button to link back to the relevant page.
Note : Individual users can manage their prompts through My Page Prompts and My Universal Prompts, which can be found under My Administration. The Copilot panel also allows individual users to create and delete their own prompts.
System Parameters Associated with IFS.ai Copilot¶
Checkout System Parameters documentation for more information
- IFS.ai Copilot Chat
- IFS.ai Copilot access to IFS public documentation
- IFS.ai Copilot Error Log retention policy