TotalAgility Quick AI Agent Quick Start Guide

• Step-by-Step Guidance: Learn how to log in, create, and configure your AI Agent with a user-friendly workflow design experience.
• Generative AI-Powered Workflows: Integrate AI capabilities using the Tungsten Generative AI provider to process documents, analyze data, and interact with natural language queries.
• Markdown Support for Advanced Queries: Add complex instructions using Markdown to enhance the accuracy and functionality of your workflows.
• Testing Made Easy: Quickly test your AI Agent by importing files and asking natural language questions through an intuitive chat interface.
• Broad Accessibility: Supported across all TotalAgility license tiers (Standard, Advanced, and Enterprise).

What's Inside the Guide?

1. Log into Quick AI Agent from Quick Apps:
   Learn how to access the Quick AI Agent feature and begin creating workflows in just a few clicks.

2. Creating an AI Agent:
   Step-by-step instructions for configuring AI Agents, including setting up variables, adding nodes, and incorporating Generative AI activities.

3. Testing the AI Agent:
   Discover how to test your workflows by importing documents and using natural language queries to derive insights.

4. Advanced AI Queries Using Markdown:
   Instructions for incorporating Markdown into your prompts for more complex and customized AI interactions.

5. FAQs:
   • Permissions required to use the Quick AI Agent feature.
   • Licensing details for different TotalAgility tiers.

This pocket guide is perfect for citizen developers and business users who want to leverage the power of AI within TotalAgility Apps. Whether you're automating workflows or analyzing documents, this guide ensures a smooth and efficient setup process, even with little to no prior training.