How to Use AI Magic to Create Custom Data Models?

AI Magic is a function in the Custom Data module that allows creating or editing models using a text description in natural language. Instead of manually adding fields, you can describe the data structure, and AI will automatically create the model with needed fields.

When Needed

  • You need to quickly create a model with many fields without manually adding each field.
  • You need to change the structure of an existing model by adding new fields.
  • You need to simplify the model creation process for inexperienced users.

What's Important to Know

  • AI Magic — function that uses OpenAI to analyze text description and create models.
  • If the OpenAI token is set in the FastLine module, it will be pulled automatically.
  • Can be used for creating new models or editing existing ones.
  • AI analyzes your request and automatically creates the model with needed fields and types.

Prerequisites

  • You are logged in with administrator or integrator rights.
  • You have navigated to the Custom Data module via Apps -> Custom Data.
  • You have an OpenAI Token (if the token is set in the FastLine module, it will be pulled automatically).

Step-by-Step Instructions

Creating New Model

  1. In the Custom Data module, go to the "Create/Update" tab.
  2. Click the "Create Model" button or find the "AI Magic" option.
  3. If needed, add the OpenAI Token (if the token is set in the FastLine module, it will be pulled automatically).
  4. In the description field, enter a text description of the data structure you need to create.

Description example:

Add the ability to enter insurance contracts and counterparties. Counterparties are companies (legal entities) with all standard fields for legal entities:
- legal entity name
- responsible manager for the legal entity
- contact emails (can be many)
- EDRPOU (registration number)

Insurance contracts:
- signing date
- expiration date
- counterparty
- contract number (text)
  1. Click the button to generate the model.
  2. AI analyzes your request and automatically creates the model with needed fields.
  3. Review the created model and make corrections if needed.
  4. Save the model.

Editing Existing Model

  1. In the Custom Data module, go to the "Create/Update" tab.
  2. Select the model that needs to be edited.
  3. Activate edit mode.
  4. Find the "AI Magic" option or similar function.
  5. Describe what needs to be changed or added to the model.
  6. AI will make changes to the model structure according to your description.
  7. Review changes and save the model.

What Happens After

AI analyzes your description and automatically creates or updates the model with needed fields, data types, and settings. The model becomes available for use in Custom Data and bot scenarios.

How to Verify It Worked

  • Check that the model is created or updated with correct fields.
  • Make sure field types match your description.
  • Create a test record and check that all fields work correctly.
  • Check that AI correctly interpreted your description.