Generate Formula With AI

Overview

This document explains how to use the Generate Formula with AI functionality inside the platform. This feature allows users to generate a Formula with an AI Assisted Chat Experience.

Disclaimer: AI Features Can Make Mistakes

When generating a designer item, please be aware that LLMs/AI make mistakes and can experience issues. Users should understand that all items generated need to be reviewed and tested before being used in production.

Can/Cannot

Each of the AI features have capabilities that they can do and capabilities that they cannot do. As these features continue to improve the list below will change. As of v9.16 this is what the feature can and cannot do:

Can

Use all functions available inside the Formula Designer
Add Inputs
Use If Statements

Cannot

Enable Formula as an integration
Iterate on existing Formulas

Generate From AI

To use this feature, initiate the creation of a Rule. After selecting Formula users see a button called "Create With AI". Once clicked a chat window will appear where users can request a Formula be created.

Once the Formula has been defined and all of the AI assistant's questions have been answered, click the "Generate" button to generate the Formula.

The Formula that is generated will look like the following: