What’s new?
Ability to set distinguished Prompts for SMS and Emails
Extending the Co-Pilot text Optimiser to Emails windows and Wizards
Consistent naming across Access Recruitment CRM
Renaming existing options
Renaming the Permission
The existing Permission in Access Recruitment CRM is renamed from Permission to use SMS Optimiser to Permission to use Copilot OptimAIser
Renaming the System settings area for adding Prompts
Under Options ; System Settings, the existing AI Text Optimiser Prompts is renamed to Copilot OptimAIser Prompts
Renaming the SMS Optimiser button
If the Copilot OptimAIser feature toggle is enabled and the user has the 'Permission to use the Copilot OptimAIser', they will notice that on the SMS window/ wizard / Mailshot (SMS option), the 'SMS Optimiser' button is renamed to 'Copilot OptimAIser'
Copilot OptimAIser added to Email windows/ Wizards
If the feature toggle Copilot OptimAIser is enabled and the user has the Permission to use Copilot OptimAIser applied on their role, when they open the single Send Email window / Batch Email / Mailshot wizard (Email/ SMS):
A new button called Copilot OptimAIser is now available
On clicking that a Copilot OptimAIser window appears with the following fields:
Options
Displays a Prompt dropdown
Displays a Custom option in the list (appears last on the list) AND
Displays prompts from Options ; System Settings ; AI Text Optimiser Prompts (if any prompts are added)
If the Custom option is selected:
A Enter your Prompt textbox area appears
User can type in a prompt
If the user selects other prompt from the Prompt dropdown, the Enter your Prompt textbox area is no longer visible
Generate button
is enabled if a prompt is selected OR if Custom option is selected and a custom Prompt text is entered
On clicking the button, it generates the optimised text in the Output text area
If there are any merge fields within '<>' they are preserved and displayed in the generated text
Content
It has a read only textbox that is prepopulated if the user has entered some text in the Email window / Batch Emails / Mailshot wizard
Output
Displays a read only text box that allows the user to view generated text when the Generate button is clicked
Users can edit this text
Swap button
On click, it replaces the Content text with Output text
Cancel button
On click, closes the Text Optimizer window
Save button
On click, closes the Text Optimizer window and copies the Generates Output text to Email window / Batch Email/ Mailshot wizard text area
Add Email or SMS specific Prompts in System Settings
If the Copilot OptimAIser Feature toggle is enabled and the user has the Permission to use Copilot OptimAIser, when the user navigates to Options ; System Settings ; Copilot OptimAIser Prompts:
The following options appear on form (below Instruction):
Email
SMS
Both the options have tick boxes to select them and are unticked by default
If Email is selected:
Any Prompt that has Email selected will appear in the dropdown in the Copilot OptimAIser window when accessed from Email windows / wizards
If SMS is selected:
Any Prompt that has SMS selected will appear in the dropdown in the Copilot OptimAIser window when accessed from SMS windows / wizards