Create a Genie in the FlowGenie Studio

The FlowGenie Studio offers a robust, intuitive interface for designers to create and manage Genies efficiently. Its well-structured layout and comprehensive features allow users to train Genies to meet specific needs.

Create a New Genie

Follow these steps to create a new FlowGenie:

1. From the Designer Welcome Screen, do one of the following:

   • Hover over the FlowGenie icon , and then select the Create New FlowGenie option.

   • Hover over the FlowGenie icon , select View all Genies to view a list of Genies. Then click the +Genie button.

2. The Create Genie screen displays.

   

3. In the Name setting, enter the name of the Genie. Names must be unique in your organization and can only use apostrophe characters (') and spaces. This is a required setting.

4. In the Description setting, enter a description for the Genie.

5. From the Category drop-down menu, select one or more FlowGenie Categories to associate with this Genie. To remove a FlowGenie Category that is currently selected, click the icon for that selection or press Enter when the drop-down is visible. This is a required setting.

6. From the Project drop-down menu, optionally select the Project(s) to which this Genie will be added as an asset. Only Projects where you are a member will be displayed. To remove a selected Project, click the icon next to it or press Enter when the drop-down is visible.

7. Click Save.

8. Continue editing in the FlowGenie Studio.

The FlowGenie Studio

The FlowGenie Studio provides an interface to preview, test and adjust Genie configurations.

Genie Properties

Genie properties are displayed on the left, enabling users to configure the following settings:

• Response Format: Response format configuration options include:

  • Text (This is the default format)

  • JSON

  • Table

  For example, if JSON is selected, the Genie will return a response in the following format:

  

• Data: Enter sample data in JSON format to test Genie's response in the Studio.

Advanced Configuration

The Advanced Configurations are displayed on the left under Genie Properties, allowing users to adjust the following settings:

• Model: Displays the text generation model, GPT-4o, used for generating responses.

• Temperature: Adjust the slider to control the response style. Lower values produce more consistent responses, while higher values increase diversity and creativity.

• Max Tokens: Use the slider to set the maximum length of the response. One token represents approximately 4 characters or 0.75 words in English text.

• Stop Sequences: Enter a specific word or phrase that will stop the response when encountered.

• Top P: Adjust the slider to control token diversity, affecting the variety of word choices.

• Frequency Penalty: Modify the slider to reduce the likelihood of repeating frequent tokens, minimizing redundancy.

• Presence Penalty: Adjust the slider to decrease the chance of reusing already generated tokens, encouraging new content.

Genie Training

The center of the FlowGenie Studio provides an interface where Genies can be trained to perform specific tasks.

Follow these steps to train a Genie:

1. Enter a prompt for the Genie in the Enter a user message box.

2. Click Add to add the message to the chat box.

3. Click Run to get a response from the Genie. You can also add several messages and then run them all at once to get a response.

4. Use the attach file icon to include a file for the Genie to analyze.

   Supported File Types

   • Images: Must be 2MB or less.

   • PDFs: Must be 2MB or less and contain 3 pages or fewer.

   • CSV: Must be 0.2MB or less.

   • URL links: Should be publicly accessible and contain no copyrighted content.

5. To delete a file, click the X icon.

6. After uploading and adding a file, select Use Process Variable to replace the file dynamically with the variable value during a Request of the process.

   

7. To delete a message from the chat, click the icon next to it.

8. Click Save Genie to save all configurations.

User vs. Assistant

Use the User/Assistant button to switch between editing the chat as a user or the assistant. The assistant in this context is the Genie itself, and this feature allows you to modify the Genie's response as needed. Follow these steps to switch between user and assistant modes:

1. While editing a Genie, click the User button .

2. The User button will change to Assistant , and any message typed will now be added on behalf of the Genie.

3. Click the User/Assistant button next to a previously added message to switch the sender for that message.