Using AI in record creation
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Prerequisites
- SoftExpert Copilot as part of the solutions acquired by the organization.
- Cloud-hosted SoftExpert Suite environment.
- Pre-configured generative AI and NLP API.
- Access to the SoftExpert menus that offer the "Ask AI" feature.
Presentation
Copilot, SoftExpert's Artificial Intelligence (AI), offers the "Ask AI" feature, which assists in creating records, such as generating records for a risk library.
This article will demonstrate an example of how to use this feature in SoftExpert Risk.
Ask the AI
As an example, the Risk screen (RI455) will be used , but the procedure is the same for all other screens in the SoftExpert Suite components that offer this feature.
Access the "Screens that offer this feature" topic to view the available screens.
1. To generate records using AI, go to the Library > Risk (RI455) menu.
2. Click on 
and then on Ask AI.
3. Select the type of risk for which records should be created and enter the desired instructions, such as: "Create a list of risks based on ISO 27000". If you would like suggestions, click on " Click here for more suggestions" to see examples of what you can ask the AI.
4. Click on Generate records.
5. The risks will be generated and displayed, showing the name, type, and description of each risk.
6. If you wish, you can: generate more records, change the AI generation parameters, export the records to a spreadsheet, or remove specific records.
7. Click Save records to process the data.
8. Click on Record Details to verify that the creation was successful. If any errors occur, you will be able to export the records with errors and make the necessary adjustments.
9. Click the Close button.
10. The generated records will be displayed in the listing.
Screens that offer the feature
The following are the screens that feature the "Ask AI" function:
| SoftExpert Administration |
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| SoftExpert Warehouse |
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| SoftExpert APQP/PPAP |
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| SoftExpert Physical Archive |
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| Active SoftExpert |
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| SoftExpert Audit |
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| SoftExpert Knowledge Base |
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| SoftExpert Competency |
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| SoftExpert Performance |
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| SoftExpert Document |
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| SoftExpert FMEA |
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| SoftExpert Form |
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| SoftExpert Input |
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| SoftExpert PDM |
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| SoftExpert Process |
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| SoftExpert Project |
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| SoftExpert Questionnaire |
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| SoftExpert Requirement |
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| SoftExpert Risk |
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| SoftExpert Training |
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Conclusion
The Ask AI feature in SoftExpert Suite offers an efficient way to automate record creation across various components. The integration of generative AI allows records to be automatically generated based on specific instructions and needs, improving workflow and increasing productivity in several areas of the organization.