Create a text template for each table (Events, Accounts, ...) with key data per record, which is used as background information in every AI enquiry in the selected context. The data collected here is directly available to the AI. This optimises the result of the query without having to provide the data to the AI manually. When using these templates, ensure that you make extremely precise entries and use database references wherever possible. Do not use tables or formatting to explain relationships. Instead, describe the content in complete sentences. If you use lists, minimise loading times. Note that each time the AI support is called up, the background information is reloaded.
Example: Create a text template of the type "Event template" to summarise the key data of the event.
- Go to the
Templates tab in the function bar and select 
Text templates > 
New. Alternatively, copy and customise an existing template. - Enter a unique and descriptive Name for the template.
Example: Background information event - As Type, select a type that matches the desired Table , e.g. "Event template" or "Event datasheet" from the picklist.
- Specify the "AI template" group.
Important: Do NOT activate the property
AI instruction, otherwise the template will appear in the selection of pre-formulated questions for the AI. - Hide the template for users in the operational area by clicking on
Only for configuration. - Enter your text with suitable
Database references. Please note that the loading time increases with the complexity of the template, especially if it accesses different tables.
Example: This is an event on... The organiser is... The occasion is... The number of people is... The segments are always food, drinks, equipment, staff. This is an exquisite event. The decoration is optional. Flowers, candles and napkins are always included. 
Save your input.
