diff --git a/content/applications/productivity/ai.rst b/content/applications/productivity/ai.rst index 21f8a6a01ff..13230633148 100644 --- a/content/applications/productivity/ai.rst +++ b/content/applications/productivity/ai.rst @@ -87,6 +87,7 @@ Below are some common requests that the *Ask AI* agent can assist with: ai/apikeys ai/agents + ai/default_prompts ai/document_sort ai/fields ai/webpage diff --git a/content/applications/productivity/ai/agents.rst b/content/applications/productivity/ai/agents.rst index 8d77715eb96..474867db4e1 100644 --- a/content/applications/productivity/ai/agents.rst +++ b/content/applications/productivity/ai/agents.rst @@ -131,6 +131,7 @@ Sources can be in the following formats: If the :guilabel:`Restrict to Sources` option is enabled on an agent, the agent can **only** utilize information from the uploaded and active sources. +<<<<<<< 87eb9a70195ce4e896823ec9b2c62543104e2f8e Uploaded files -------------- @@ -171,6 +172,11 @@ the default prompts to use them, or enter a custom one in the message window. In this case, the agent’s responses are grounded in the file currently being previewed, in combination with any other sources assigned to the agent. +||||||| 8049862f459aea707947bbd99806f9f50a218018 +======= +.. _ai/create-agent: + +>>>>>>> b19faf2ff9cd8d6d0a5ba5a296b9a9589759462d Create a new agent ================== diff --git a/content/applications/productivity/ai/default_prompts.rst b/content/applications/productivity/ai/default_prompts.rst new file mode 100644 index 00000000000..8fcfd3f9e47 --- /dev/null +++ b/content/applications/productivity/ai/default_prompts.rst @@ -0,0 +1,88 @@ +================== +AI default prompts +================== + +.. |AI| replace:: :abbr:`AI (artificial intelligence)` + +*Default prompts* define how |AI| behaves when a user opens a conversation from a specific model in +Odoo. They allow users to: + +- Automatically call a specific |AI| agent +- Apply contextual instructions +- Display predefined action buttons +- Adapt |AI| behavior depending on the model + +Default prompts are model-specific, though they can be applied to all models. This means the |AI| +can behave differently depending on where it is launched in the system. + +When a user opens an |AI| conversation from a record, Odoo provides the full context of that record +to the |AI| agent. This includes field values and relevant metadata. + +Each conversation is context-bound. When opened from a lead, the |AI| receives information about +that Lead. When opened from an invoice, the |AI| receives accounting context. The conversation is +isolated and reset once closed. + +Configuration +============= + +Before configuring a default prompt, create or configure the |AI| :ref:`agent ` in +the **AI** application. + +.. note:: + The **AI** application comes with pre-configured agents, and default prompts. These vary based on + the other applications installed on the database. + +Navigate to :menuselection:`AI app --> Configuration --> Default Prompts` and click :guilabel:`New`. +Create a :guilabel:`Rule Name`, then select an action in the :guilabel:`When users need to` field. + +Next, select a model in the :guilabel:`On the Model` field. This controls what records this rule +applies to. For example, if the rule is specific to *Helpdesk* tickets, select *Helpdesk Tickets* +from the drop-down menu. Multiple selections can be made in this field. To allow this rule to be +used by any model, leave the field blank. + +In the :guilabel:`Call the Agent` field, select which agent this rule should apply to. Next, add the +:guilabel:`Instructions` for the rule. + +.. note:: + While the agent may already have an existing prompt that defines their behavior, the instructions + in the default prompt define the actions in the context of the current model. See + :ref:`Understanding AI prompt structure ` below for additional information. + +.. image:: default_prompts/default-prompt-rule.png + :alt: A default prompt rule record in the AI app. + +Buttons +------- + +Within each default prompt, buttons can be configured with predefined prompts. While users have the +option to write out a prompt, they can also click one of the buttons to begin the conversation. + +On the *Buttons* tab, click :guilabel:`Add a line`, then enter a prompt in the :guilabel:`AI Prompt` +field. + +These prompts are then available for a user to select in a conversation. + +.. image:: default_prompts/ai-chatter.png + :alt: AI prompts configured as buttons in a conversation with an agent. + +.. _ai/prompt-structure: + +Understanding AI prompt structure +================================= + +|AI| conversations in Odoo are structured using multiple configuration layers. + +- Each :ref:`agent ` has a prompt that defines the global identity and + behavior of an AI agent. It is configured directly on the |AI| agent record and applies wherever + the agent is used. The Agent Prompt defines who the AI is. + +- A default prompt configures how an |AI| agent behaves when launched from a specific model. Default + prompt instructions adapt the agent's behavior to the functional context of the model. The default + prompt defines how the AI should behave in this specific context. + +- Button prompts represent predefined user requests within an |AI| chat window. They appear as + clickable buttons when a conversation is opened. Button prompts do **not** redefine the agent's + identity or contextual behavior. Instead, they specify what the |AI| should do at that moment. + +.. seealso:: + :doc:`agents` diff --git a/content/applications/productivity/ai/default_prompts/ai-chatter.png b/content/applications/productivity/ai/default_prompts/ai-chatter.png new file mode 100644 index 00000000000..9cdfbdacc74 Binary files /dev/null and b/content/applications/productivity/ai/default_prompts/ai-chatter.png differ diff --git a/content/applications/productivity/ai/default_prompts/default-prompt-rule.png b/content/applications/productivity/ai/default_prompts/default-prompt-rule.png new file mode 100644 index 00000000000..25e635425df Binary files /dev/null and b/content/applications/productivity/ai/default_prompts/default-prompt-rule.png differ