Setting Preferences

After working within the application for some time, you will likely have developed a preference for a specific AI provider. You can set this provider as the default in your preferences. The environment determines which current language and image models belong to that provider.

Where to Find

You can find the preferences at the top right of the application, in the profile menu, under Preferences.

The Preferences Page

Below is a screenshot of the Preferences page.

On this page, you can configure various default settings:

• Default AI Provider: Choose the provider used by default for new chats and image generation.
• Model Information: View which current language and image models are available for each provider.
• Other settings related to chat and tool operation.

Drive connections

Under Drive connections, you can connect cloud storage to AI-Corporate. You can then upload files from File management or from a document preview directly to a selected cloud folder.

You can configure these connection types:

• Google Drive: choose a folder from your own Google Drive.
• Shared Drive: choose a folder from a shared Google Drive.
• OneDrive: choose a folder from your own OneDrive.
• SharePoint: search for a SharePoint site, choose a document library, and then choose the folder you want.

To add a connection:

1. Open Preferences.
2. Go to Drive connections.
3. Click Add connection.
4. Choose the cloud storage type.
5. Click the folder button to choose a target folder.
6. Save the connection.

For Google Drive and Shared Drive, you must be signed in with a Google account or grant permission again. For OneDrive and SharePoint, you must be signed in with a Microsoft account or grant permission again. For SharePoint, you do not have to enter site, library, or folder IDs manually; you choose everything with the folder picker.

You can create multiple connections. When uploading, choose which connected folder should receive the file. Set a connection to inactive if you do not want to use it temporarily.

Migrating Data

If the administrator has enabled migration for your environment, you will see the Migration tab in your account. This lets you transfer data from the configured source environment, such as Demo or Plein.

First click Check available sources. AI-Corporate then checks whether an account exists for you in the source environment. If data is found, you can use Start migration to choose what you want to transfer.

You can choose from items such as:

• profile data;
• chats and chat messages;
• files.

Staff data and user roles from the source environment are not migrated. The migration runs in the background. You can continue using the application while the migration is being processed.

After a migration has been completed, you cannot start the same migration again. This prevents the same data from being transferred twice.

Roles and Links

AI-Corporate offers the ability to set roles. A role can be, for example: 'Marketing Content Creator', 'Legal Assistant for Contract Analysis', or 'HR Support for Policy Questions'.

You can also add custom links to your dashboard for quick access to frequently used internal or external resources. Give the link a name and enter the URL.

These roles and links will appear on your dashboard for easy access.

You can read more about roles in the related article.

Voice Support

If you need voice support, you can set this option to "Yes". An additional button will then appear next to the answer. You can use this to have the text read aloud.

For custom voice assistants, you can also choose the voice model in Personal Assistants: OpenAI Realtime 1.5 or Google Gemini Live.

Tool settings

The environment determines which tools and connectors are available while chatting. If an administrator sets a tool to Hidden, it disappears completely from the chat window and from your preferences.

In Tool settings, you can only set personal exceptions for tools that are visible in your environment. This lets you set a visible tool differently for yourself than the environment setting, for example:

• Automatic: the AI decides when to use the tool.
• On: the tool is always directly available in the chat.
• Off: the tool is not available to you.

These personal exceptions do not change the environment settings. They also cannot make hidden tools visible.

With Restore defaults, you remove your personal tool exceptions. You then fully use the environment's default settings.

General Instructions and Information

In this section, you can set the so-called "system prompt".

With a system prompt, you can give instructions to the AI model. It is an instruction that you can provide to the model to specifically shape the task or behavior of the model. You can specify what type of output you expect from the AI model. It is a way to guide the model and prevent it from giving irrelevant or undesired answers.

Some Examples of System Prompts

"I want you to be a professional and efficient assistant for business communication."

"Always remain formal and respectful in your language, focused on a business audience."

"Focus on providing concrete, data-driven answers without unnecessary details."

The system prompt sets the tone and expectations for the specific conversation or task you want to perform with the AI model.

You can also devise more advanced system prompts for specific tasks, such as summarizing a text: "Carefully analyze the given text and provide a concise but informative summary of the key points. Identify the core message and important details."

System Prompt and Various AI Models

System prompts do not have the same influence on the outcome for every AI model. Larger models usually follow instructions more carefully than fast or cost-effective models. It is worth experimenting to see which provider and model work best for your input.

More Information

In the input field, you'll find much more explanation about system prompts. Click on the "information" button for this. See below a screenshot of the information window.