In this article:
About
Creating a new Employee Record
Creating an internal note
The AI Content Generation tool allows you to use AI to help create or edit Company Documents and Employee Records.
You can use the tool to refine or rewrite documents that you've already created, or create them from scratch using prompts.
By default, the AI Document Generation is disabled. To turn it on, go to Profile > Admin & Config > AI Content Generation.
Creating a new Employee Record
Go to Profile > select the Category you want to upload the record into > click Create New Record > Generate with AI.
Work through the wizard to create your Employee Record. First, set what type of document you would like to create and then select an option to further specify the document, and finally add any information you would like to include in the document.
The record will then be created in sections. You can edit each section manually, or use AI prompts to change or improve the information.
Editing Sections
The page is split into two columns - the left column contains your sections and prompts, while the right column shows you what the finished record could look like.
Using the left column, you can edit your record:
- You can use the drag and drop icon on the left side of each section to reorder the sections.
- You can delete entire sections using the delete icon
- You can edit the content of each section by clicking the edit icon
When editing a section, you can add further context to the AI prompt for it to generate further content.
Once you've updated the content prompts, you will need to click Regenerate Document.
This will update the document content. Once you are happy with all your sections, you can either Save as Draft so that you can return to the document at a later date, or continue with the process.
In the Review & Revise tab, the entire document becomes editable so you can tweak the specific wording as you need.
You can also use the AI Tools at the bottom of the document to further adjust it.
Once you're happy with the document, you can click Finalize which will take you through the process of creating the document as a Company Document.
Fill in the details and click Create.
Creating internal notes
The AI tools are also available within the Internal Notes document type. This will help you rewrite or improve your internal notes.
To create an internal note using AI, go to Profile > select the Category you want to upload the record into > Create New Record > Internal Note.
You can either add your own text to the box and click on the options to Rewrite, Expand, Shorten or Change Tone.
Or you can use the tool to create a document from scratch, using the Inspire me button.
When you click Inspire Me, a further dialog will appear where you can add your AI Prompt.
The note will then be generated below.
When you are happy with the content, click Insert.
Continue the steps to create the Internal Note.