Stages Documentation

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711:generative_ai [2024/02/19 19:41] – emr711:generative_ai [2024/10/10 08:33] (current) – [Translate process elements] Lindner, Patrick
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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 from a predefined set of templates and select the best matching option for the content Stages AI should generate for you.
  
-If you are one of those beta testers, please frequently visit this page for any updates. +===== Generate element descriptions =====
- +
-===== How you can use AI =====+
  
 Using the new AI features is quite easy: simply edit a process element description and click on the respective icon. Using the new AI features is quite easy: simply edit a process element description and click on the respective icon.
  
-{{ :711:ai-generate-description-1.png?600&direct }}+{{ :711:ai-1-generatebutton.png?direct }}
  
-You can choose from a set of pre-defined templates, which type of content should be generated.+You can choose from a set of pre-defined templates, which type of content should be generated
  
-{{ :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.
  
-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''.+{{ :711:ai-2-selecttemplate.png?direct }}
  
-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 system automatically generates content as described in the template.
  
-{{ :711:ai-generate-description-3.png?600&direct }}+{{ :711:ai-3-generatedcontent.png?direct }}
  
-If the generated output fits your needs, click on ''Use'' to insert it into the description and manually optimize it further if required.+===== Rewrite descriptions =====
  
-===== A few tips we learned so far =====+Stages AI can also be used to rewrite existing descriptions.
  
-  * The AI generation works best for well-known element names, e.g. "Project Management", "Estimate resources", or "Project Manager" +Simply mark the description section to be rewritten and select the appropriate template.
-  * Try to avoid internal abbreviations or organizational-specific terms.+
  
-===== How the AI output can be adjusted =====+{{ :711:ai-7-revisedescriptions.png?direct }}
  
-The AI output is mainly influenced by the AI template you select when generating the content, also know as the "AI prompt".+As described above, the templates can be enhanced and adjusted to your needs. Just contact our consulting team to set up a session.
  
-Based on advice we received from our legal experts, adjusting the AI prompts can currently only be performed by UL Solutions experts.+===== Generate activities for workflows =====
  
-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.+Stages AI can even be used to generate whole sets of activities for workflows.
  
-===== Being a beta tester =====+Just use the Generate Activities selection when creating new activities:
  
-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.+{{ :711:ai-4-generateactivities.png?direct }}
  
-Due to legal restrictions, only participants from organizations with existing Stages license or subscription contracts can be admitted to the beta test.+(1) Stages AI proposes a list of possible activities. You can edit, reorder, and delete activities that do not fit.
  
-You have your dedicated workspace with modelling permissions and can check out the new AI-powered content creation features.+(2) One more activitiy can be generated by using the button below the activities.
  
-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.+(3) Whole sets of activities can be generated by using the template selection and button above the activities.
  
-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+{{ :711:ai-5-generatedactivities.png?direct }}
  
-  * Provide feedback about the existing features, e.g. the quality of the generated content and its applicability +When you are happy with the results, simply use ''Save'' to generate the activities.
-  * 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.+{{ :711:ai-6-generatedflow.png?direct }} 
 + 
 +===== Translate process elements ===== 
 + 
 +Click "Translate" on a process element to open the Translation dialog. Use the "Translate To..." button on the right to add a translation. The Name, Description, and Custom Attributes on the left will be translated into the selected language on the right tabs. 
 + 
 +{{:711:stages_ai_translate.png?direct|}} 
 +===== Human in the loop ===== 
 + 
 +Stages AI follows the principle of always having a human in the loop, so that AI-generated content cannot be automatically make it to end users without prior review or approval by a human user, either by using a process release automation or by manually creating a process version and marking it as valid. 
 + 
 +To support this principle, we advise all content authors, reviewers and approvers to always really review AI-generated content, in case the AI system produces non-sensical results. 
 + 
 +===== A few tips to generate good results ===== 
 + 
 +  * The AI generation works best for well-known element names, e.g. "Project Management", "Estimate resources", or "Project Manager" where the AI system has a lot of data about 
 +  * Try to avoid internal abbreviations or organizational-specific terms. 
 + 
 +===== How the AI output can be adjusted ===== 
 + 
 +The AI output is mainly influenced by the AI template you select when generating the content, also know as the "AI prompt". 
 + 
 +To minimize the risk of malfunction or misuse, adjusting the AI prompts can currently only be performed by UL Solutions experts. 
 + 
 +The AI output can be further optimized by providing additional documents. The AI system will then consult those documents and create responses in accordance with their content. Documents that work well are process-oriented standards like Automotive SPICE or ISO 15288 (Systems Engineering). Documents that do not mention specific processes like more abstract standards (e.g. ISO 9001) will less likely lead to an improved output. 
 + 
 +[[stages-support@ul.com|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, upload additional documents, and generally optimize Stages AI for your organization or use cases.
  
 ===== Under the hood ===== ===== 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''. 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.+To generate the process content, Stages is connecting to dedicated Microsoft Cognitive AI service instances, which are currently based on ''GPT-4o'' and the Azure AI Translator. Microsoft assures that the AI services do not store transmitted data and do not add it to its knowledge base, so it will not be shared with other users of the service.
  
-To assure safety and security of the automated content generation via AI, the UL Solutions AI lab will monitor the requests and responses exchanged between Stages and the AI service to detect anomalies and making sure that the AI service works as expected.+ 
 +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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   * 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. Your safety, security, and privacy is our top priority.+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.