AI Assistant – WorkDo Dash SaaS Add-On Guide

Settings Configuration

• To configure the AI Assistant system, company administrators need to set up the AI Assistant Settings first. Navigate to the AI Assistant Settings section in the company settings panel.
• Click on “AI Assistant Settings” to access the configuration page. Select your preferred AI Provider from the dropdown options which include OpenAI for GPT models, Claude for Anthropic’s language models, Gemini for Google’s AI capabilities, and Anthropic for advanced content generation.
• Choose the appropriate AI Model from the dropdown which dynamically updates based on your selected provider. OpenAI offers models like GPT-4o, GPT-4-Turbo, and GPT-3.5-Turbo. Claude provides advanced language processing models. Gemini includes Google’s latest AI models for content generation.
• Enter your API Key in the secure password field with show/hide toggle functionality for enhanced security. The API key field adapts based on your selected provider to ensure proper authentication.
• Save the configuration to enable AI Assistant functionality across all users in your company who have the appropriate permissions to access AI content generation features.

AI Assistant Works

• Once the AI Assistant Settings are configured by company administrators and the AI Assistant Add-On is purchased and enabled, users can access AI content generation features directly within their existing Add-On forms across the entire platform.
• The AI Assistant appears as a “Generate With AI” button in both Create and Edit forms across all supported Add-Ons. When you click this button, a comprehensive content generation modal opens with advanced customization options for creating contextually relevant content.

Generate With AI Form

• When you click the “Generate With AI” button in any supported form, a sophisticated modal interface opens with the following options for customizing your AI-generated content with professional-grade controls.
• Select your preferred Language from the comprehensive dropdown which includes English, Arabic, Danish, Spanish, French, German, Hebrew, Italian, Japanese, Dutch, Polish, Portuguese, Russian, Turkish, and Chinese options. This determines the output language for your generated content with proper localization support.
• Choose the AI Creativity level by selecting Low for conservative content, Medium for balanced creativity, or High for maximum creative output from the radio button options. This controls how innovative and varied the generated content will be while maintaining professional quality.
• Set the Number of Results from the dropdown with options from 1 to 5. This determines how many different content variations the AI will generate for you to choose from, allowing you to select the best option for your needs.
• Adjust the Maximum Length using the slider control ranging from 50 to 500 characters to specify the character limit for the generated content output with real-time character counting.
• The modal will also include an Additional Context textarea field where you can provide specific information relevant to the content you want to generate. This helps the AI understand your requirements better and create more targeted content.
• Use the Generate Content button to create AI-powered content using your specified settings. The system will process your request and display multiple result variations based on your configuration.
• Review the generated content results displayed in clickable cards format. Each result shows the content preview with character count information. Click on any result to automatically populate the original form field with the selected content.
• The modal provides seamless integration with one-click content population, eliminating the need for manual copy-paste operations and ensuring efficient workflow integration.