Customizing Settings

Customize these settings to shape the results you receive from Actions.

  1. Click the app selector and select Actions. The Actions page appears.

  2. Click Settings.

  3. Update the settings for your environment. The settings are organized as follows:

    • Response Data Settings: Set default values for the data returned to you.

      Field Details
      Default Period in Days Sets the standard duration (in days) for the response data collection when no specific time frame is mentioned in your prompt.

      Default Number of Records

      Specifies the number of records the response should display if you don't specify the number of records in your prompt.
      Length of Insight Controls the detail level of your insights. You can choose between Short (up to 30 words), Medium (up to 60 words), and Long (up to 100 words).

    • Prompt Settings: Set preferences for saved prompts.

      Field Details
      Short Name Length With this setting you can select the length of the short name of your prompt under Saved Prompts. You can choose between Short (up to 4 words), Medium (up to 8 words), and Long (up to 12 words).

    • Knowledge Generation: Configure and enable the knowledge integration feature. These settings are available only if you have IA Basic license and the browser language is set to English.

      Field Details
      Company Name Enter the name of your company in this field.
      Industry Name Specify the name of the industry in this field which will help in contextualizing the knowledge articles.
      Article Length Select the preferred length of the knowledge articles. Options are Less than 100 words, Less than 300 words, and Less then 700 words. This setting can help filter and display articles based on their word count or length.
      Company Description Provide a brief description of your company in this field. This description can provide additional context for the knowledge articles.
      Create article from publicly available information Select this checkbox to enable the creation of knowledge articles from publicly available information sources.
      Publish to CXone Expert

      Select this checkbox to enable the publishing of AI generated knowledge articles to CXone MpowerExpert. Once enabled, the following fields are activated: Client Key, Client Secret, Site URL, Category Name, and Guide Name.

      To use this feature you must have an active Expert license.

      Client Key Enter the Client Key provided by the CXone Mpower Expert platform. The Client Key is a unique identifier that authenticates your application with the CXone Expert service.
      Client Secret Enter the Client Secret associated with your CXone Mpower Expert account. The Client Secret is a confidential string that, along with the Client Key, authenticates your application with the CXone Mpower Expert service.
      Site URL

      This field displays the Site URL of the CXone Mpower Expert platform you are integrating with.
      Category Name Select the appropriate Category Name for your knowledge articles from the drop-down. This is where you want the generated knowledge articles to be published in Expert.
      Guide Name Select the relevant Guide Name from the drop-down.
      Can Publish as Live Clicking on this checkbox allows you to publish knowledge articles as live articles.

    • AI Disclosure: Enable and customize a disclosure message regarding the output being generated by AI.

      Field Details
      Enable AI Disclosure When enabled, the disclosure message appears in the conversational panel to all users at the start of the day. You choose to show the default disclosure message or write a custom message.

  4. Click Save.