SmartDoc [field] level links for AI instructions
G
Gary Ford
SmartDoc needs better connections to the record it lives in. I really needs field level links to bring in field data directly into smartdoc. Just linking to a record seems to be rather pointless unless I can get data out of the record. Also the AI interface needs some type of editor that lets me feed in instructions and field values so the AI can complete the task. Note the attached image
Jon Darbyshire
Great to hear your perspective, Gary Ford! I have a few more questions for you:
- What specific field data do you need to link directly into SmartDoc?
- Can you describe the type of editor you envision for feeding instructions and field values to the AI?
- How do you currently use the AI interface, and what improvements would make it more effective for your tasks?