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Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
When an automation runs that includes an AI Prompt or AI Tasks step, FYI creates an AI conversation that can be used to review what was sent to AI and what was returned.
The AI conversation is useful when testing or troubleshooting an automation. For example, if a merge field was not generated or a later step did not contain the expected value, review the conversation to confirm whether AI received the correct document and returned the expected Output Merge Fields.
This feature is currently in beta. Learn more about beta registrations.
Reviewing AI conversations
To review an AI conversation:
- Open the individual process and click the History tab.
- Click the process in the list to open the Process Activity drawer.
- Click the Conversation link to view the AI Prompt or AI tasks conversation.
- The Conversation drawer will display. From the drawer, review and confirm that the prompt included the correct instructions and context, and returned the expected Response and Output Merge Fields.
Conversation drawer details
| Conversation Drawer Field | Details |
| Conversation |
The original prompt and context, displayed at the top of the Conversation drawer. This includes a link to the document included for context, where applicable. Review the prompt and document to confirm the instruction was clear and included the required information. Tip: Click the arrow to expand or collapse the conversation. |
| Creating Merge Fields |
The output merge fields created by the AI Prompt step, including the Response field, are displayed in a list below the AI conversation. Check the merge fields created by the AI Prompt step, including the default Response field. Tip: Click the arrow to expand or collapse the Response. |
| AI Tasks Created |
When an automation with an AI Tasks step runs, the conversation will display:
|