3. Configure parameters and prompts

Now that we have created the new project, it's time to prepare it for the analysis phase by defining parameters and prompts for the data files analysis.

Defining parameters

Parameters are responsible for analyzing data using AI.

1. Open the Parameters module

2. Create or import Parameters

   1. Creating new parameters

      1. Choose type Custom

      2. Name the parameter

      3. Select the language in which the definition will be written

      4. Write a definition that will be used for the analysis

      5. Select the expected output type of the analysis

      6. Write a list of values that should be used as an output. Each of them needs to be confirmed using the "Enter" keyboard key.

      7. Write a fallback value for cases where the analysis will fail and will not produce the desired output, using the list of values

   2. Importing parameters

      1. Use the import button

      2. Select the parameters file you want to import

Defining the flow connector parameter

This parameter passes values from the Insight project to the flow.

1. Open the Parameters module

2. Create a new parameter

3. Choose type Flow parameter

4. Select a project to connect (it is highly recommended to select a proxy flow project) to which you would like to pass data

5. Select trained version that is to be used for the analysis (usually, the latest is enough)

6. Name the flow connector parameter to be referred to from the selected flow project

7. (Optional): Specify output variables if you need the passed data processed by the flow and then used back in the Insights part (visualisation, etc.)

8. (Optional): Enable send from previous prompts to the flow if you want to publish previous prompts and their values to the flow, but not transcription or the mail text

9. (Optional): Enable should process email attachments to let the flow inspect and use email attachments

Defining Prompts

Prompts combine parameters into logical groups.

1. Open the Prompts module

2. Create or import Prompts

   1. Creating new Prompts

      1. Name the parameter

      2. Select the language in which the prompt should be processed

      3. Select parameters individually (user-created, imported, or predefined/hardcoded ones), or optionally use any of the predefined parameter groups

      4. (Optional): Select the previous parameter if you wish to pass a value of the selected parameter (for example, a summary of the transcription or a text) as input for this prompt

      5. (Optional): Change instructions if you need to change output specifics

      6. (Optional:) Add any condition to run the prompt based on the selected parameters and values

      7. (Optional:) Change a temperature value if you want the output to be stricter or more creative

      8. (Optional:) Change the model provider if you need to use a different one

   2. Importing prompts

      1. Use the import button

      2. Select the prompts file you want to import