You have the ability to integrate AI within your RevCent account through the use of a RevCent AI Assistant. Add an OpenAI account to RevCent, create a RevCent AI Assistant and take advantage of AI via web chat.
A web app assistant is used for live communication directly with OpenAI via the use of threads. Each chat is a thread in OpenAI.
There are important concepts to understand when using a RevCent AI Assistant, especially as it related to performance and costs within your OpenAI account. Read more
Below are the general settings that apply to a web app assistant.
Select the third party integration you already created in RevCent for your OpenAI account. This should have been done as part of the Getting Started guide.
Important: You must provide the clear instructions for the AI. The AI needs to know what its purpose is, so it will read the initial instructions you set and act accordingly.
Example for a Web App Assistant:
You are a chat assistant, used internally within an ecommerce company called Acme Inc. You are meant to help customer service representatives find relevant information and take potential action.
Important: Limit the amount of tokens consumed by the AI Assistant to minimize OpenAI costs. It is highly recommended that you set at least one of these limits.
You are able to limit the use of the web assistant to specific users and specific system actions.
For the Web App assistant type only. Select the user types that are allowed to use the AI Assistant chat box when logged into RevCent. If selecting Supervisor or Employee user types, you can limit the chat to only specific organizations. We recommend only selecting owner and administrator user types when first creating an AI assistant, allowing you to test the AI and see costs before providing the tool to additional users.
Organizations: For the Web App assistant type only. If you selected the supervisor and/or employee user type you can limit the chat box to only those that are within the organization(s) you select. Useful for separating business concerns with multiple AI Assistants.
System actions are built into the AI assistant and allow it to perform many different types of RevCent API calls on your behalf. Many of the methods listed on the API V2 Docs are also System Actions within an AI Assistant. System actions are performed by the AI Assistant automatically, without any coding necessary. The AI is intelligent enough to know what endpoint to call, fields that are required, etc.
System actions are opt-in only, meaning they must be explicitly made available to the AI. You make system actions available in a Web assistants' web settings. When a system action is made available, RevCent provides the AI with the system action description and schema so the AI is aware of its availability and settings. The AI will read each system actions' description and schema, then make the API call on your behalf when you tell it to.
If you were to enable every system action, you would consume an enormous amount of tokens each time the AI Assistant interacts with OpenAI. The AI analyzes all available actions when processing requests, thus it will consume tokens as it reads the description and schema of each system action. By design, an AI Assistant must have systems actions enabled/made available in order to limit the amount of tokens you will consume. It is highly recommended to only make available the system actions an AI Assistant may/will need at the Web Settings.
With the web assistant, you can simply ask the AI to “Find the customer with the name George Washington”. The AI will review system actions you made available, find the Customers > Search system action, and perform the correct API call to find the customer. The details of the customer which matched the name George Washington will be provided when the search completes. All you did was ask it to find something and it took care of the rest. In this example, the following system actions should have been made available within the Web Settings tab of the AI Assistant: Customers: Search and Customers: Get A Customer.