Stages Documentation

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711:generative_ai [2024/02/01 22:40] – [How you can use AI] emr711:generative_ai [2024/09/05 20:03] (current) – Meier, Erich
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-====== Create process content with AI ======+====== Create process content using AI ======
  
-The new Stages AI features have been introduced to a group of selected beta testers. +Using Generative AI, Stages can help to draft activity, role, and work product descriptions or create a first set of activities for a workflow. As a modeler, you can pick a template for the description and select the best matching option that the AI is creating for you.
- +
-If you are one of those beta testers, please frequently visit this page for any updates.+
  
 ===== How you can use AI ===== ===== How you can use AI =====
  
-Using the new AI features is quite easy: simply edit a process element description and click on the XXX icon.+Using the new AI features is quite easy: simply edit a process element description and click on the respective icon.
  
-TODO: screenshot of "Generate Text"+{{ :711:ai-generate-description-1.png?600&direct }}
  
-You can choose from a set of pre-defined templates, which type of content should be generated. For example, you can generate a short description for an activity or let the AI generate a purpose statement and short description for a workflow. For roles, you could generate a list of required skills, experience, and knowledge of standards. Simply pick the template that best describes what you need.+You can choose from a set of pre-defined templates, which type of content should be generated.
  
-If the generated output fits your needs, click on ''Use'' to insert it into the description. Feel free to manually optimize it further.+{{ :711:ai-generate-description-2.png?600&direct }}
  
 +For example, you can generate a short description for an activity or let the AI generate a purpose statement and short description for a workflow. For roles, you could generate a list of required skills, experience, and knowledge of standards. Simply pick the template that best describes what you need and hit ''Generate''.
  
-===== How the AI output can be adjusted =====+If you are not yet happy with the results, click on ''Generate'' again to generate an alternative. If you would like to start from scratch, use ''Clean History''.
  
-The AI output is mainly influenced by the AI template you select when generating the content, also know as the "AI prompt".+{{ :711:ai-generate-description-3.png?600&direct }}
  
-Based on advice we received from our legal experts, adjusting the AI prompts can only be performed by UL Solutions experts.+If the generated output fits your needs, click on ''Use'' to insert it into the description and manually optimize it further if required.
  
-Please contact us if you would like to have a personal session with our experts to adjust your AI templates, gather experience with different types of prompts, and optimize the prompts for your organization or use cases.+===== A few tips we learned so far =====
  
-===== Being a beta tester =====+  * The AI generation works best for well-known element names, e.g. "Project Management", "Estimate resources", or "Project Manager" 
 +  * Try to avoid internal abbreviations or organizational-specific terms.
  
-As a beta tester, you have access to the dedicated beta test system [[https://ai.stages.digital|https://ai.stages.digital]]. Once you are approved for the beta test, the customer care team will send you the credentials for this system.+===== How the AI output can be adjusted =====
  
-Due to legal restrictions, only participants from organizations with existing Stages license or subscription contracts can be admitted to the beta test.+The AI output is mainly influenced by the AI template you select when generating the content, also know as the "AI prompt".
  
-You have your dedicated workspace with modelling permissions and can check out the new AI-powered content creation features.+Based on advice we received from our legal experts, adjusting the AI prompts can currently only be performed by UL Solutions experts.
  
-If you need the ability to create additional workspaces or import specific content, please let the customer care team know. When exporting content from other Stages systems, please always adhere to your organization's data protection policies.+Please contact us if you would like to have a personal session with our experts to adjust your AI templates, gather experience with different types of prompts, and optimize the prompts for your organization or use cases.
  
-As a beta tester, you will be invited to a weekly Teams call. In this call you can talk to Stages product managers and developers, e.g. to+===== Under the hood =====
  
-  * Provide feedback about the existing features, e.g. the quality of the generated content and its applicability +To generate the process content, Stages is connecting to a dedicated Microsoft Cognitive AI service instance, which is currently based on ''GPT-4.0''. Microsoft assures that the AI service does not store transmitted data and does not add it to its knowledge base, so it will not be shared with other users of the service.
-  * Discuss ideas how AI could be used in other parts of Stages +
-  * Learn from other beta testers and share your experience +
- +
-Please be advised that your name will be exposed to the other beta testers, so anonymous participation is not possible. +
- +
-===== Under the hood =====+
  
-To generate the process content, Stages is connecting to a dedicated Microsoft Cognitive AI service instance, which is currently based on GPT-3.5 Turbo.+To assure safety and security of the automated content generation via AI, the UL Solutions AI lab is monitoring the requests and responses exchanged between Stages and the AI service to detect anomalies and making sure that the AI service works as expected. The AI lab adheres to all relevant privacy and data security regulations and does not store or use the data beyond the purpose of monitoring AI safety.
  
 When you are generating content via AI within a certain process element, the data being sent to the AI service is: When you are generating content via AI within a certain process element, the data being sent to the AI service is:
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 What is __never__  sent to the AI service: What is __never__  sent to the AI service:
  
-  * Your user id or name+  * Your user id, name, or any other personal identifier
   * Your email address   * Your email address
-  * Your password or any of your credentials +  * Your password or any other credentials 
-  * Your organization's name+  * Your organization's name or any other identifier for your organization
   * The IP address you are connecting from   * The IP address you are connecting from
  
-Let us know if you have any questions or concerns about your data and how it is being used.+Let us know if you have any questions or concerns about your data and how it is being used. Your safety, security, and privacy is our top priority.