AI Builder User Guide

Introduction

The AI Builder is a powerful tool that allows you to create sophisticated AI-driven instructions and workflows. Whether you're building AI Agents, Blueprints, or AI Sessions, the AI Builder provides a guided process to help you create effective instructions using predefined templates or your own custom content and files.

The AI Builder transforms your high-level vision into precise AI instructions through an intuitive, step-by-step process that requires no technical expertise.

Accessing AI Builder

AI Builder can be accessed through:

• The main navigation menu under "AI Management" • The "+ Add" button when creating new AI instructions • Through the "Create AI Builder" option in various AI configuration sections • From existing Blueprint settings when you want to modify AI instructions

Note: Some features may be restricted based on your user permissions or organization settings.

AI Builder Interface Overview

The AI Builder consists of several key components:

1. Welcome Screen: Introduces the AI Builder with feature overview and mode selection
2. Step Navigation: Left sidebar showing your progress through the builder process
3. Main Content Area: Where you configure each step of your AI instructions
4. Progress Indicators: Visual feedback showing completed and remaining steps
5. Action Buttons: Save, Next, Previous, and other workflow controls
6. AI Assistant: Built-in chat helper for guidance and suggestions

AI Builder Modes

The AI Builder offers two distinct modes to match your experience level and requirements:

Simple Mode (3 Steps)

Perfect for users who want to create AI instructions quickly without complex configurations:

Step Flow: Settings → AI Instructions → Output

• Builder Settings: Configure basic AI Builder properties and associate with Blueprints
• AI Instructions: Single guided interview process to create comprehensive instructions
• Output: Review and publish your AI instructions to a Blueprint

Best For:

• Quick AI instruction creation
• First-time users
• Simple use cases with standard requirements

Advanced Mode (6 Steps)

Provides complete control and customization for sophisticated AI applications:

Step Flow: Settings → Role → Tone & Style → My Instructions → Output Format → AI Instructions

• Builder Settings: Configure AI Builder properties and Blueprint associations
• AI Role: Define what role the AI should adopt with customizable personas
• Tone & Style: Set communication style with ready-to-use presets and style guides
• My Instructions: Create detailed processing instructions using advanced workflows
• Output Format: Define how the AI presents results (reports, charts, summaries, custom formats)
• AI Instructions: Review and refine the complete instruction set

Best For:

• Complex AI applications
• Advanced users who need fine-grained control
• Multi-step workflows with specific requirements
• Professional or enterprise use cases

Getting Started Options

When you first open the AI Builder, you'll choose how to begin:

Option 1: New AI Instructions

Create a completely new set of AI instructions from scratch:

1. Click "New AI Instructions"
2. Choose your preferred mode (Simple or Advanced)
3. Follow the guided steps to build your instructions

Option 2: Open/Copy AI Builder

Work with an existing AI Builder:

1. Click "Open/Copy AI Builder"
2. Choose "Open" to edit an existing AI Builder or "Copy" to create a new one based on existing instructions
3. Select the AI Builder from the dropdown list
4. Continue with your selected mode

Option 3: Open/Copy Blueprint

Start from an existing Blueprint:

1. Click "Open/Copy Blueprint"
2. Choose "Open" to edit the AI Builder associated with a Blueprint or "Copy" to create a new AI Builder based on the Blueprint
3. Select the Blueprint from the dropdown list
4. The system will load the associated AI Builder for editing

Builder Settings Configuration

The first step in both modes involves configuring your AI Builder settings:

Required Settings

AI Builder Name:

• Enter a descriptive name for your AI Builder
• This name will be used for identification and organization
• Choose something meaningful that describes the AI's purpose

Description:

• Provide a detailed explanation of what this AI Builder does
• Include the intended use case and expected outcomes
• This helps other users understand the AI's capabilities

Optional Settings

Associated Blueprint:

• Link your AI Builder to an existing Blueprint for deployment
• Click "Change" to browse available Blueprints
• You can associate with a Blueprint later if preferred

Mode Selection:

• Choose between Simple Mode (3 steps) or Advanced Mode (6 steps)
• This determines the complexity of the configuration process
• You can see detailed descriptions by clicking "Show Details"

Advanced Mode Steps

Step 1: AI Role Definition

Define what role your AI should adopt and how it should behave:

Role Categories:

• Analyst: Data analysis and research-focused roles
• Creative: Writing, design, and creative content roles
• Technical: Programming, engineering, and technical roles
• Business: Management, strategy, and business-focused roles
• Support: Customer service and help desk roles
• Custom: Create your own unique role definition

Role Configuration Options:

1. Use Predefined Role Templates:

   • Browse curated role templates organized by category
   • Each template includes pre-written role descriptions and behavioral guidelines
   • Simply select and customize as needed

2. Create Custom Role:

   • Write your own role definition from scratch
   • Define the AI's expertise, personality, and approach
   • Include specific behavioral guidelines and restrictions

Best Practices for AI Roles:

• Be specific about the AI's expertise and limitations
• Define the target audience the AI should address
• Include examples of ideal interactions when possible
• Specify any industry-specific knowledge requirements

Step 2: Tone & Style Configuration

Control how your AI communicates and presents information:

Communication Styles:

• Professional: Formal, business-appropriate language
• Conversational: Friendly, approachable tone
• Academic: Scholarly, research-oriented communication
• Technical: Precise, specification-focused language
• Creative: Engaging, imaginative expression
• Custom: Define your own unique style

Style Configuration Options:

1. Predefined Style Templates:

   • Ready-to-use tone presets for common scenarios
   • Each template includes writing guidelines and examples
   • Organized by industry and use case

2. Upload Style Examples:

   • Upload documents that demonstrate your desired communication style
   • The AI will analyze and learn from your examples
   • Supports multiple file formats (PDF, DOC, TXT)

3. Custom Style Definition:

   • Write detailed style guidelines
   • Include specific vocabulary preferences
   • Define formatting and structure requirements

Step 3: My Instructions (Workflow Definition)

Create detailed instructions for how your AI should process information:

Instruction Types:

• Analysis Instructions: How to analyze data and information
• Processing Steps: Sequential steps for handling requests
• Decision Trees: Conditional logic for different scenarios
• Quality Checks: Validation and verification procedures
• Output Guidelines: How to format and present results

Workflow Components:

1. Predefined Workflows:

   • Common processing patterns for typical use cases
   • Tested and optimized instruction sets
   • Easy to customize and extend

2. Custom Instructions:

   • Write your own processing instructions
   • Define step-by-step procedures
   • Include conditional logic and decision points

3. File-Based Instructions:

   • Upload documents containing detailed procedures
   • Reference external documentation and standards
   • Maintain consistency with existing processes

Step 4: Output Format Configuration

Define how your AI presents results and information:

Output Types:

• Reports: Structured documents with sections and summaries
• Charts & Visualizations: Data represented graphically
• Summaries: Concise overviews of key information
• Lists: Organized bullet points and numbered items
• Tables: Structured data presentation
• Custom Formats: Your own unique output specifications

Format Options:

1. Predefined Format Templates:

   • Professional report formats
   • Standard business document structures
   • Industry-specific output patterns

2. Upload Format Examples:

   • Provide examples of desired output formats
   • The AI will learn your preferred structure and style
   • Supports various document types

3. Custom Format Definition:

   • Specify exact formatting requirements
   • Define sections, headers, and structure
   • Include styling and presentation guidelines

Advanced Output Features:

• Interactive Elements: Collapsible sections, expandable details
• Media Integration: Images, videos, and embedded content
• Next Steps: Actionable recommendations and follow-up items
• Data Visualization: Charts, graphs, and infographics

Step 5: AI Instructions Review

Review and finalize your complete AI instruction set:

This final step combines all your previous configurations into a comprehensive instruction set that includes:

• Combined Instructions: All steps merged into coherent AI instructions
• Optimization Options: AI-powered suggestions to improve instructions
• Testing Interface: Built-in chat to test your AI instructions
• Export Options: Save instructions for use in Blueprints or other applications

Simple Mode Workflow

Simple Mode streamlines the process into three essential steps:

Step 1: Builder Settings

Same as Advanced Mode - configure name, description, and Blueprint association.

Step 2: AI Instructions

Single comprehensive interview process that combines:

• Role definition through guided questions
• Style preferences via interactive selection
• Processing instructions through conversation
• Output format through examples and preferences

Step 3: Output Review

Review, test, and publish your AI instructions.

Working with Features

Both modes allow you to enable advanced AI capabilities:

Available Features:

• Charts and Diagrams: Enable data visualization capabilities
• Image Generation: Allow AI to create and include images
• Video Embedding: Integrate video content in responses
• Next Steps: Provide actionable recommendations
• Collapsible Details: Create expandable content sections

Stylized Output Components:

• Statistics: Highlighted key metrics and numbers
• Timelines: Chronological information presentation
• Tables: Structured data displays
• Charts: Various chart types for data visualization
• Key Findings: Emphasized important discoveries

Blueprint Integration

Creating New Blueprints

From your AI Builder, you can create new Blueprints:

1. Complete your AI instruction configuration
2. Click "Create Blueprint" in the final step
3. Provide Blueprint name and description
4. Configure Blueprint-specific settings (AI model, content sources, etc.)
5. Save and deploy your Blueprint

Updating Existing Blueprints

Link your AI Builder to existing Blueprints:

1. In Builder Settings, click "Change" next to Associated Blueprint
2. Select from available Blueprints
3. Your AI instructions will be applied to the selected Blueprint
4. Save changes to update the Blueprint

Blueprint Settings Integration

When associated with a Blueprint, your AI Builder can access:

• Knowledge Base content
• Web search capabilities
• Live news integration
• Specific web pages
• Content filtering and scoring

Testing Your AI Instructions

Use the built-in testing interface to validate your AI instructions:

Testing Features:

• Interactive Chat: Converse with your AI to test responses
• Sample Scenarios: Pre-built test cases for common situations
• Performance Metrics: Response time and quality indicators
• Refinement Suggestions: AI-powered recommendations for improvements

Testing Best Practices:

• Test with realistic user queries and scenarios
• Verify that tone and style match your requirements
• Check output format consistency across different inputs
• Validate that role-specific expertise is demonstrated
• Test edge cases and unusual requests

Saving and Managing AI Builders

Auto-Save Features

• Changes are automatically tracked
• Unsaved changes warning after 2 minutes of modifications
• Session recovery in case of unexpected closures

Manual Save Options

• Save: Preserve current progress without publishing
• Save and Close: Save changes and return to main interface
• Save and Test: Save and open testing interface immediately

Version Management

• AI Builders maintain revision history
• Previous versions can be restored if needed
• Change tracking shows what was modified and when

Collaboration and Sharing

Sharing AI Builders

• Share AI Builders with team members
• Set permission levels (view, edit, admin)
• Collaborate on instruction development

Organization Templates

• Save successful AI Builders as organizational templates
• Share best practices across teams
• Maintain consistency in AI instruction quality

Troubleshooting

Common Issues and Solutions

Issue: Cannot save AI Builder

• Verify you have edit permissions
• Ensure all required fields are completed
• Check for validation errors in the interface
• Try refreshing and re-entering changes

Issue: AI instructions not working as expected

• Review role definition for clarity and specificity
• Check tone and style settings match desired output
• Verify processing instructions are complete and logical
• Test with simpler queries first, then increase complexity

Issue: Output format not matching expectations

• Review format examples and templates used
• Check if advanced features are properly enabled
• Verify output configuration matches intended structure
• Test with various input types to ensure consistency

Issue: Unable to associate with Blueprint

• Confirm you have access to the target Blueprint
• Check if Blueprint is locked or has restricted access
• Verify Blueprint and AI Builder are compatible
• Contact administrator if permissions seem incorrect

Issue: Performance problems during testing

• Complex instructions may require more processing time
• Simplify instructions if responses are too slow
• Check if external content sources are causing delays
• Consider breaking complex workflows into smaller steps

Getting Additional Help

For additional assistance with AI Builder:

• Consult your system administrator for permissions issues
• Contact technical support for technical problems
• Reference the built-in help system for specific features
• Join user community forums for best practices and tips

Best Practices

Instruction Writing

• Be Specific: Vague instructions lead to inconsistent results
• Use Examples: Provide concrete examples of desired behavior
• Test Iteratively: Build and test incrementally rather than all at once
• Consider Edge Cases: Plan for unusual or unexpected inputs

Role Definition

• Define Expertise Boundaries: Clearly state what the AI should and shouldn't know
• Specify Audience: Tailor the role to your target users
• Include Personality: Give the AI character that matches your brand
• Set Limitations: Be explicit about what the AI cannot or should not do

Output Formatting

• Consistency: Ensure outputs follow the same structure across different inputs
• Readability: Design outputs that are easy to scan and understand
• Actionability: Include next steps and actionable recommendations
• Accessibility: Consider users with different needs and abilities

Testing and Validation

• Comprehensive Testing: Test various scenarios and input types
• User Acceptance: Have target users test and provide feedback
• Performance Monitoring: Track response times and user satisfaction
• Continuous Improvement: Regularly update based on usage patterns

Collaboration

• Documentation: Maintain clear documentation of AI Builder purposes and changes
• Version Control: Keep track of significant changes and improvements
• Knowledge Sharing: Share successful patterns and techniques with team members
• Feedback Integration: Incorporate user feedback into instruction improvements

Additional Resources

Related Documentation

• Blueprint Manager Guide
• Blueprint Settings
• Blueprint AI Settings
• Content Management

Video Tutorials

• AI Builder Overview
• Advanced Mode Walkthrough
• Simple Mode Quick Start
• Blueprint Integration

Support Links

• End Users Guide
• Administration Guide
• Learning Resources
• Technical Reference

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