OpenAI Module

Overview

The OpenAI module allows using OpenAI's Chat Generative Pre-Trained Transformer (ChatGPT) within the Decisions workflow. With the ability to Fine-Tune language models, users can create, edit, and moderate data to enhance the application's efficiency, accuracy, and productivity.

This document covers the following topics:

• How does OpenAI Module operate?
• Possible Use Case of OpenAI Module  
• Generate OpenAI API Keys
• Installing the OpenAI Module 
• Setting Up OpenAI Integration
• OpenAI Steps

How does OpenAI Module operate?

To access the features of OpenAI, admin users must first install the OpenAI module. The installation process serves two essential purposes:

• Exposes OpenAI Settings: This allows the Admin users to enter the OpenAI API Key, ensuring seamless integration with the OpenAI platform.
• Exposes OpenAI Flow steps: The OpenAI module provides pre-built Flow Steps that can be used within the workflow to use OpenAI's models.

The OpenAI Module facilitates communication with OpenAI's API. It acts as a bridge between the platform and OpenAI's language models. When users interact with the OpenAI steps within the Flows, it sends requests to the OpenAI API, providing text-based input or prompts for processing.

The OpenAI API then processes these requests using language models, such as GPT-3.5, GPT-4, etc., generating text-based responses based on the input. These responses are then retrieved and made available to users within the Decisions platform.

Use Case

Document Extraction with ChatGPT:

When suppliers send their invoices in an Accounts Payable Process, users manually enter the invoice details into the accounting system. This consumes time and can lead to human errors. With the help of Decisions workflow and OpenAI Module, users can automatically extract important information from the invoices accurately and feed it into the accounting system. This helps save time and reduces errors, making it easier to manage invoices efficiently.

Watch the following YouTube video explaining the above use case in detail:

Generate OpenAI API Keys

Navigate to the OpenAI platform to generate API Keys. Once you have generated the API Key, store it securely for future usage.

Note: Do not use the trial version of OpenAI API on the Production Servers.

Installing the OpenAI Module

Note: OpenAI module is available only for v8.10 and higher versions.

The OpenAI module is available to install under the My Apps folder. For more information on installing a module, refer to Installing Modules.

Setting Up OpenAI Integration

After installing the module, as mentioned earlier, OpenAI settings will be exposed within the platform.

1. Navigate to the Decisions Studio > System > Settings > OpenAI Settings.
2. Right-click on the settings > Edit Settings.
3. Under the API Key field, paste the already generated key from the OpenAI platform.

OpenAI Steps

The OpenAI module provides pre-built Flow steps allowing users to accomplish various AI-driven tasks in the Flow Designer via Toolbox > Integration > OpenAI. Currently, there are 17 OpenAI steps.

Note: Users can override the API key directly at the Step level.