This article explains how to configure AI enabled fields.
Note
Only Plan-level Text, Multi-Line Text, Choice, and Date fields can be AI enabled.
The September 2024 release introduced AI enabled fields, which gives users the ability to have AI populate fields in the Plan Details form given a prompt.
Configuring fields to be AI enabled is simple. For applicable fields (Text, Multi-Line Text, Choice, or Date), there is a check box in the field configuration called AI Enabled. Checking this check box will enable AI for that field.
On the front-end, these fields will display a Sofia icon that users can click to utilize AI for the field.
As you begin to enable AI for fields in your OnePlan environment, keep in mind that the OnePlan AI (as with all AI's) have processing limits. OnePlan recommends that you only enable AI on fields that you think you will get the greatest benefit.
There are no strict limits on the number of fields where you can enable AI, but keep in mind how much data the AI will need to process given the field type. For example, multi-line text fields will require a lot more data to be processed than a choice field.
As you and your team begin utilixing AI enabled fields, make note of any processing limits you hit or performance issues that may occur and adjust your AI fields accordingly.