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 New Genie 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 Settings

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

• Provider: Select the AI model provider the Genie uses to generate responses. Available providers include:

  • OpenAI

  • Google (Gemini)

  • Anthropic (Claude)

• API Key: Enter the API key required to connect to the selected provider. This field is displayed when Google (Gemini) or Anthropic (Claude) is selected as the Provider. Then, click Load to display all models.

• Model: Select the AI model the Genie uses to generate responses. The available options depend on the selected Provider. After choosing a provider, the Model dropdown displays the models supported for that provider, allowing you to select the most appropriate model for your Genie configuration.

  • OpenAI

  • Google (Gemini)

  • Anthropic (Claude)

• Model Settings: Click the icon to configure the following model 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:

    

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

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

  • 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.

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

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

    

  • Tool Choice: Select how the agent uses tools while generating responses. This setting controls whether the model can decide when to use tools, must use a tool, or cannot use tools. Select one of the following options:

    • Auto: The model decides when to use tools. This is the default option.

    • Required: The model must use at least one tool when responding.

    • None: The model cannot use tools when responding.

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.