Infinity AI Agents Documentation

Install solution

Get access to the latest version.

The solution will be emailed through to you.

Install the solution, using AI Key = "TRIAL" and API Version = "1".

Create an AI Agent

Open the AI Agents app, and create a new AI Agent.

Select the table to run on, and enter a basic prompt, e.g. “Summarize the account”.

Select the Schema Builder command to create a basic query, e.g. select fields from the account.

Select the Preview command to test the AI Agent by selecting a record to test on.

Run the AI Agent

Ensure the Display Area and Output types are set appropriately. E.g. display on the update form, and output to Dialog.

Open another app to test the agent, e.g. Sales Hub.

Open the record type configured in the AI Agent, e.g. account.

The AI Agents menu will appear if any AI Agents are published and configured to display on the record form.

Select your AI Agent from the menu.

A global notification will indicate the agent is processing.

Once a response is received, it will be displayed based on the output type, e.g. Dialog.

Using Parameters

Add parameters into the prompt to allow users to provide additional context to the AI Agent.

Select the Add Parameter button when editing the prompt, or simply type a parameter into the prompt using double curly brackets, e.g. {{Year}}.

Double clicking a parameter, or selecting inside a parameter then selecting the Add Parameter button will edit the selected parameter.

When running or previewing the AI Agent, a prompt will be displayed asking the user for input for any configured parameters. User responses to the parameters will be inserted directly into the prompt at the position of the placeholder.