Configuring Custom LLM Settings

In Unifize, Custom LLM Configuration allows organizations to define how AI behaves across workflows. Administrators can configure system-level prompts, control model selection, and manage AI behavior within structured checklist fields.

This guide explains how to:

• Configure the System Prompt at the organization level

• Add and manage AI Field-level prompts

• Select and manage AI models

• Understand prompt precedence and scope

Configuring the System Prompt

The System Prompt defines organization-wide AI behavior. It applies across all AI-powered fields unless further scoped.

To configure a System Prompt using the UI:

1. From the left-hand Navbar, click Profile.

2. Navigate to Org Settings → Org Details → System Prompt.

3. Enter your System Prompt.

4. You may include structured instructions, formatting rules, tone guidance, or compliance constraints.

5. Multiline text, emojis, and special characters are supported.

6. Click Save.

The System Prompt will now apply to all AI-powered fields within the organization.

Editing an Existing System Prompt

To update the System Prompt:

1. Click Profile → Org Settings → Org Details → System Prompt.

2. Modify the existing prompt text.

3. Click Save.

Changes take effect immediately and will apply to all future AI executions.

Only Admin users can modify the System Prompt.

Adding an AI Field-Level Prompt

In addition to the System Prompt, you can configure an Add Prompt at the AI Field level to further guide AI behavior for a specific workflow.

To configure an Add Prompt:

1. Navigate to Manage → Open Process Template.

2. Open the checklist field configured as an AI Field.

3. Locate the AI Configuration section.

4. Enter the Add Prompt.

5. Click Save.

This prompt will apply only to that specific AI Field.

Uploading Files to AI Field Prompts

You may attach files to provide additional AI context.

Supported formats:

• PDF

• .md

• .json

To upload a file:

1. Open the AI Field configuration panel.

2. Select Upload File.

3. Choose a supported file type.

4. Save your changes.

Unsupported file types will be blocked with a validation error.

Selecting an AI Model

Each AI Field allows selection of an approved AI model.

To select or change the AI model:

1. Open the AI Field configuration.

2. Locate the AI Model dropdown.

3. Select the desired model.

4. Click Save.

The selected model applies only to that AI Field and does not affect other fields.

Prompt Precedence

When multiple prompts are configured, they are applied in the following order:

1. System Prompt (Organization Level)

2. Add Prompt (AI Field Level)

3. User Input / Record Data

If the System Prompt is removed or left empty, AI Fields will continue to function using the remaining configuration.

Permissions & Access Control

Role	Capability
Admin	Configure System Prompt and AI Model
Org Member	Invoke AI Fields but cannot modify configuration

Non-admin users attempting to modify AI configuration will receive a permission error.

AI Behavior & Execution

• AI execution is triggered only through explicit user action.

• AI operates only on defined record data and configured prompts.

• AI outputs are assistive and must be reviewed before finalization.

• Output wording may vary across executions.

• Output behavior may differ depending on the selected AI model.