AI-powered search is now available as a screen template!

Using two new screen templates ‘(1a) AI Seach/Chat Config’ & ‘(2a) AI Search’, you can now make your own data searchable using OpenAI.


How do I use this screen template?
You MUST first add the ‘(1a) AI Seach/Chat Config’ screen as that will help you set up your data to be searchable. This screen should be visible to admins to update in case your data changes, otherwise the search parameters may not be valid. Create a search name, type of data (currently only people/directory data or news/content data is supported), data source, and columns. Do not include any private or personal data. If you want to be able to update/manage the configuration or have multiple configurations, it is recommended you add the ‘(1b) AI Search/Chat Config List’ screen. Then you can add the ‘AI Search’ screen to your app and test that you can get relevant results from your data.

What does this screen template do?
The search screen allows your app users to perform a more advanced search using AI for data specific to your app, based on the data source and columns you’ve configured.

How do I customize this screen template?
Customizing the screen templates beyond the data changes will require editing the screen Javascript. We recommend you only potentially modify the two prompts that are sent to OpenAI and listed at the top of the code in the ‘AI Search’ screen.