Check out how to use unique AI personas for each segment and map them to different user roles in the ERP system for a truly tailored onboarding experience. Furthermore, learn how to add any type of video, webpage, pdf, “excel sheet”, and stream videos to the dynamic assets for the chats to source.

00:21 Scope of today

00:58 What are AI chat personas?

01:40 Which licenses carry AI capabilities?

02:18 How to configure the AI personas

03:15 Configuring the AI Assistant for a specific segment and system role

04:20 Selecting the Persona for the Custom AI Assistant

04:53 Adding predefined questions for the Assistant

05:10 History and response length

05:33 Adding Source content

06:00 Adding a Disclaimer for the AI Assistant

06:46 Adding a new custom AI Assistant

07:09 Creating a new segment

07:45 Adding new Dynamic Assets

08:28 Mapping Dynamic Assets as Additional AI Sources

09:00 Create new system role and map to segment

09:50 Configuring the new Custom AI assistant

10:15 Configuring the prompt for the AI assistant (the persona)

11:20 Adding an Introduction to the custom AI Assistant

11:33 Creating pre-composed questions for the AI Assistant

11:51 Configuring AI conversation and response settings

13:10 Publishing the Content

13:28 The new Custom AI Chat from the End User perspective

13:43 Choosing which AI persona to chat with

14:20 Using the pre-defied queries

15:04 Asking the same question to different personas

17:10 Differentiating assistants through colors

17:15 Engaging the new custom AI and using excel sheets as source

19:15 Engaging the custom AI with very long PDF files

19:52 Engaging the AI assistant with YouTube and webpage results from a JSON Endpoint script

22:20 Creating the JSON Endpoint script in Excel and Studio

22:05 Engaging the AI assistant with YouTube video results from a JSON Endpoint script

26:43 Getting the YouTube embed code for the JSON

27:20 Engaging the AI assistant with MS Stream video results from a JSON Endpoint script

28:31 Getting the MS Stream embed code for the JSON

29:23 Sharing the MS Stream content

29:44 AI Assistant videos on the portal (optional)

30:04 Creating the JSON Endpoint scripts for MS Stream

30:36 Adding the JSON Endpoint script as a source for an AI Assistant

31:40 UXP segment mapping reminder

32:08 Concept of use for MS Stream as internal meeting summarizer

33:35 Engaging AI Assist with questions in different segments

34:32 Best Practices

36:35 Thank you for watching