Develop Copilot intent

Level: beginner

note

Creatio Copilot is available for beta testing in Creatio version 8.1.5 Quantum to a closed test group. The general public release of the feature is planned in the near future.

In Creatio Copilot, an intent represents a comprehensive, end-to-end task that the tool can execute for a user. It serves as the blueprint for achieving a specific user goal. Intents empower users to achieve complex tasks without the need to execute each step manually. They provide a structured and efficient approach to task completion, enhancing the overall user experience.

Intents contain the following components:

1. Prompt. The prompt serves as the initial instruction for the LLM (Large Language Model), clearly defining the task the user wants to accomplish. Prompts must be concise, informative, and tailored to the specific intent.
2. Actions. These actions outline the individual steps or actions required to fulfill the intent. They provide a structured approach to achieving the user's objective.

In Creatio Copilot, actions represent the fundamental building blocks for automating tasks and executing user intents. They are the individual functions or operations that Copilot can invoke within the Creatio platform to achieve a specific goal. Configure actions without coding using the Business Process Designer. Learn more: BPM tools.

Actions are executed by Copilot following the instructions provided by the prompt and goal actions associated with an intent. Copilot utilizes its understanding of the intent context and the user objective to select the appropriate actions and sequence them correctly. For example, generate articles for a knowledge base to assist users with common queries or create catchy and contextually relevant captions for social media posts.

Important

This functionality requires “GenAIFeatures.Copilot” and “SidebarExtensions” features to be turned on. Learn more: Manage an existing additional feature.

Example

Develop an intent that writes a marketing copy up to 150 words long for the Products section. Target audience are men from 35 to 54 years old whose hobby is car collecting and who enjoy manual labor.

Fig. 1 Marketing copy

1. Click to open the System Designer.

2. Go to the System setup block → Copilot intents.

3. Click New. This opens a page.

4. Fill out the fields on the left.

   Field	Field value
   Title	Intent title. For this example, enter “Marketing copy for products.”
   Code	Code of the intent required for custom development. For this example, enter “UsrProductMarketingCopy.”
   Description	Description of the intent. Copilot uses it to determine which intent to run. For this example, enter “Write a marketing copy for a product.”
   Status	Whether the intent is active. For this example, select “Active.”

5. Enter the detailed intent prompt in the Prompt field. Learn more about creating the most efficient prompts: Intent development recommendations. For this example, enter the following:

   Your task is to help the user to generate a marketing copy of a product we are going to use on our website. To generate the copy, follow these steps:
   1.	Read the context of the current product page. Most importantly the following fields: Name, Benefits, Notes, Category.
   2.	Retrieve the least of technical product features using the [Read Product data] function.
   3.	Generate a marketing copy of a product as if you were an experienced salesperson who knows our main target audience well. The target audience is men from 35 to 54 years old whose hobby is car collecting and who enjoy manual labor. The copy must be no longer than 150 words and must elaborate why the product is interesting for the audience, what its special features are, and what its advantage over other products is.
   4.	Approve the copy with the user and make changes to it if needed.
   5.	If the user confirms this is what they need, save the copy to the product page using the [Save product copy] function.

6. Click next to the name of the Action list expanded list. This opens the Business Process Designer. Learn more about working in the Designer: BPM tools.

7. Go to the Settings tab of the process setup area and fill out the following process parameters.

   Parameter	Parameter value
   Name	Process name. For this example, enter “Read product data.”
   Code	Process code. For this example, enter “UsrReadProductData.”
   Process description	Description of the process. Copilot uses it to determine which action to run. For this example, enter “Read data of a product with which the user works.”

8. Open the Parameters tab → Add parameter → Lookup. This opens the list of parameter properties.

9. Fill out the parameter properties.

   Property	Property value
   Title	Parameter title. For this example, enter “ProductId.”
   Description	Parameter description. For this example, enter “ID of the product with which user works.”
   Code	Parameter code. For this example, enter “ProductId.”
   Lookup	Parameter lookup. For this example, select “Product.”
   Direction	Parameter direction. For this example, enter “Input.”

10. Click Save in the list of parameter properties.

11. Drag the Read data process element to the canvas between the Start and Finish process elements.

12. Fill out the element parameters.

    Parameter	Parameter value
    Name	Element name. For this example, enter “Read product data.”
    Which data read mode to use?	For this example, select “Read collection of records.”
    Which object to read data from?	For this example, select “Product feature.”
    How to filter records?	Click Add condition → Object instance → Select → <?> → Compare with parameter → “ProductId.”
    Read first records	For this example, leave the field as is.
    How to sort records?	For this example, leave the field as is.
    What record data should the process read?	Select “Read data from selected columns only” → Add column → select “Feature,” “Value,” “Value (Boolean),” “Value (decimal),” “Value (drop-down list),” “Value (integer)” → Save.

13. Go to the Parameters tab of the process setup area → Add parameter → Other → Collection of records. This opens the list of parameter properties.

14. Fill out the parameter properties.

    Property	Property value
    Title	Parameter title. For this example, enter “Features.”
    Code	Parameter code. For this example, enter “Features.”
    Direction	Parameter direction. For this example, enter “Output.”
    Value	Click the property → Process parameter → Process elements → Collection of records → Select.

15. Click Save in the list of parameter properties.

16. Save the business process.

17. Click next to the name of the Action list expanded list. This opens the Business Process Designer. Learn more about working in the Designer: BPM tools.

18. Go to the Settings tab of the process setup area and fill out the following process parameters.

Parameter	Parameter value
Name	Process name. For this example, enter “Save product copy.”
Code	Process code. For this example, enter “UsrSaveProductCopy.”
Process description	Description of the process. Copilot uses it to determine which action to run. For this example, enter “Save the product copy to a field.”

19. Open the Parameters tab → Add parameter → Text. This opens the list of parameter properties.
20. Fill out the parameter properties.

Property	Property value
Title	Parameter title. For this example, enter “Description.”
Description	Parameter description. For this example, enter “Product description.”
Code	Parameter code. For this example, enter “Description.”
Data type	Exact type of data. For this example, select “Unlimited length text.”
Direction	Parameter direction. For this example, enter “Input.”

21. Click Save in the list of parameter properties.
22. Open the Parameters tab → Add parameter → Lookup. This opens the list of parameter properties.
23. Fill out the parameter properties.

Property	Property value
Title	Parameter title. For this example, enter “ProductId.”
Description	Parameter description. For this example, enter “ID of the product with which user works.”
Code	Parameter code. For this example, enter “ProductId.”
Lookup	Parameter lookup. For this example, select “Product.”
Direction	Parameter direction. For this example, enter “Input.”

24. Click Save in the list of parameter properties.

25. Drag the Modify data process element to the canvas between the Start and Finish process elements.

26. Fill out the element parameters.

    Parameter	Parameter value
    Name	Element name. For this example, enter “Save product copy.”
    Which object to modify data of?	For this example, select “Product.”
    Which object to read data from?	For this example, select “Product feature.”
    Modify all records that match condition	Click Add condition → select Id in the Column field → Select → Compare with parameter → “ProductId.”
    Which column values to set for modified records?	Click Add field → select Note → Save → select the parameter that appears → Process parameter → Description → Select.

27. Save the business process

28. Save the intent.

As a result, users will be able to generate a marketing copy for a product if they ask Creatio Copilot to do that while on the product page. After they approve the copy, Copilot will add the description to the product and save the changes.

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See also

Creatio Copilot overview

Intent development recommendations

Data privacy in Creatio Copilot