Custom LLM Configuration

Platform ID: FU-10146 Document Version: 1.0 Date: 13-02-2026

1. Introduction

Custom LLM Configuration enables organizations to configure how artificial intelligence operates within structured workflows inside Unifize.

This feature allows administrators to define organization-wide AI behavior, configure workflow-level instructions, and select AI models for controlled AI-assisted output generation.

AI operates only within defined workflows and only when explicitly triggered by a user.

Custom LLM Configuration allows organizations to:

• Define an organization-level System Prompt

• Configure workflow-level Add Prompts

• Select approved AI models

• Control how AI suggestions are generated

• Maintain structured and governed AI output

This ensures AI-generated summaries, analyses, and suggestions are:

• Consistent with organizational expectations

• Scoped to workflow data

• Controlled through explicit configuration

With Custom LLM Configuration, users can:

• Configure an organization-wide System Prompt

• Add contextual prompts within specific workflow fields

• Select from approved AI models

• Upload supported files as AI context (PDF, .md, .json)

Administrators manage configuration. Organization members use AI within permitted workflows.

Admin logs into Unifize.

Navigate to:

Profile → Org Settings → Org Details → System Prompt

Only Admin users can edit this configuration.

If a non-admin attempts to modify the System Prompt, the action is restricted.

The Admin can:

• Enter organization-level instructions for AI behavior

• Use structured formatting or multilingual content

• Save the System Prompt

Once saved:

• A confirmation message appears

• Configuration persists across sessions

• All admins see the updated prompt

The System Prompt applies across the organization and governs AI behavior globally.

Within a workflow that contains an AI-enabled field:

1. Navigate to the field settings

2. Add an Add Prompt

3. Select an AI Model

4. Save configuration

The Add Prompt:

• Provides field-specific instructions

• Works in combination with the System Prompt

Model selection:

• Applies only to the selected field

• Does not affect other fields

Within field configuration, users may upload:

• PDF

• .md

• .json

Supported files are included in AI execution context.

Unsupported formats are rejected with a validation error.

Within a record containing an AI-enabled field:

1. User enters relevant input

2. Clicks the AI action button

3. AI generates structured output

AI execution uses:

• Record data

• System Prompt (if configured)

• Add Prompt (if configured)

• Selected AI model

AI runs only when explicitly triggered by the user.

Generated output:

• Appears within the workflow field

• Follows structured system format

• Reflects configured prompts

• May vary slightly in wording between executions

If the System Prompt is updated, future executions reflect the updated instructions.

If no System Prompt exists, AI continues to function using field-level configuration.

1. AI behavior follows a defined hierarchy:

2. System Prompt (Organization Level)

3. Add Prompt (Workflow Level)

4. Record Data / User Input