The recipe uses custom connectors to perform SOQL queries and trigger other processes. This allows you to configure only the necessary services specific to the user from the list of available services, such as a particular LLM or API service, by leveraging system-level connectors.
For triggering other processes, authentication details, such as username and password are used. For enhanced security, ensure to configure all the target processes accordingly. For example, add the user to the list of allowed users or use public processes for testing purposes.
To publish and run the guide, perform the following steps:
1Open the Generic AI Agent guide.
2On the Assignments tab of the Flow Settings step, enter the LLM URL from the prompt LLM process in the LLM_URL field.
3Save and publish the guide.
4On the Actions menu, click Run. Alternatively, you can copy the execution URL from the Properties Details dialog box to run the guide.
5On the Instructions page, enter the user prompt.
6The recipe suggests the service name based on the configuration and user prompt. You can also select a different service from the list of available services.
7Click Continue.
You will receive a response from the LLM.
8To ask the next question, click Next Question.
9Enter new questions and click Continue.
You can also use the embed code to embed the guide into an HTML document of a third-party application.