Configurable AI Checklist Prompts
Introduction
Configurable AI Checklist Prompts enable Admins to customize how AI interacts with checklists in Unifize. This feature allows organizations to define AI behavior for specific checklist items and ensure that AI-generated outputs align precisely with process requirements, language standards, and compliance expectations.
By configuring AI prompts, admins can automate how checklist data is extracted, generated, and structured from contextual information like descriptions, conversations, and uploaded documents within a record.
How it works
Admins can create AI-powered checklist fields by defining:
The input data the AI will read from (e.g., descriptions, reports, conversations).
The output fields the AI will populate (e.g., product details, root cause, corrective actions).
The prompt or instruction that guides the AI on how to process the input and generate the output.
This configuration is applied at the checklist level within a process and is fully customizable per use case
Setting up configurable AI Checklist prompts
Step 1: Add an AI field to the Checklist
Go to Manage View for the process where you want to add AI functionality.
Click “Add Fields”.
Select “AI” as the field type.
Name the AI button (e.g., "Generate AI Suggestions") - this label appears to end users.
Step 2: Configure AI field settings
In the AI field settings tab:
Button Label: Name the action button the user will click (e.g., “Generate AI suggestions”).
Add Prompt: Write the instruction for the AI. This tells the AI what to do with the input. Example: “Take the input from the input fields and generate relevant outputs for the output fields. Give the product name, the quantity of the product in numbers, select the reason from the picklist, give the product number in the Product Number field, and write the corrective actions in bold.”
Select Input Fields: Choose fields the AI will reference for context.
Select Output Fields: Choose checklist fields the AI will populate
Step 3: Save the AI Field
Click “Update Field Settings” to save the AI configuration into the checklist.
How end users experience it
In any record, users see a button labeled (e.g., “Generate AI Suggestions”) on the checklist.
When clicked, the AI reads the content from the selected input fields (such as “What happened?” or other descriptions).
The AI processes this input based on the prompt configured by the admin.
AI-generated suggestions appear in the designated output fields, filling details like Product Name, Quantity, Reason, Corrective Actions, and Root Cause.
Users can review, edit, accept, or modify these AI-suggested outputs before saving the record.
Best Practices
Write clear, specific prompts that match the intent of the checklist output.
Choose input fields that contain comprehensive context (e.g., problem descriptions, incident summaries).
Use output fields that benefit from structured data like picklists, dates, quantities, or narrative text like root cause analysis.
Always encourage users to review AI-generated content for accuracy before saving.
Apply AI prompts to reduce repetitive data entry for processes like complaints, CAPAs, supplier audits, or investigations.
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