What’s new?
Ability to set distinguished Prompts for SMS and Emails.
Extending the CoPilot 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.