🆕AI Actions - Trackers
Overview
The AI Actions tab for the Trackers module provides administrators the ability to enable, monitor, and customize AI capabilities within MangoApps trackers.
Table View: Usage & Logs
Admins can monitor AI feature usage and access logs to understand adoption and maintain accountability:
Ask AI on Tracker
Shows the number of times Ask AI was used in trackers
View logs under the “…” menu showing users and timestamps
Icon and label can be customized under Domain > AI Settings > Customize Module Conversation AI.
Form Auto-Fill
Displays the number of times forms were auto-filled
View logs under the “…” menu showing users and timestamps
N/A (form-level label and description for file upload field can be customized in the form designer)
Ask AI for Trackers
The Ask AI on Tracker feature allows users to interact with an AI assistant directly within the tracker viewer. Users can quickly analyze, summarize, and query tracker data without leaving the interface, enabling faster insights and decision-making.
Enabling Ask AI on Tracker
Before users can access Ask AI:
Go to Admin Portal > Modules > Trackers > AI Actions.
Locate the Ask AI action and toggle it ON (default is OFF).
Once enabled, users will see the Ask AI option in the tracker viewer.
Additional details to remember when enabling this feature include:
Provides starter prompts: Analyze for insights and Generate a chart.
Users can share or copy AI-generated answers.
Memory is retained across multiple openings of the Ask AI panel in the same tracker viewer session.
Auto-Fill Form Using AI
The Auto-Fill Form Using AI feature allows users to automatically populate tracker forms by uploading PDFs or images. MangoApps AI extracts values from the uploaded files and maps them to the corresponding form fields, reducing manual data entry and improving accuracy.
Enabling Form Auto-Fill
To enable Auto-Fill Form Using AI:
Go to Admin Portal > Modules > Trackers > AI Actions.
Locate the Form Auto-fill action and toggle it ON (default is OFF).
Once enabled, forms can allow users to upload files to auto-populate fields.
Additional details to remember when enabling this feature include:
AI may override default values if the user has not edited a field.
Fields edited by the user will not be overridden.
Field-level validation rules and rule builder conditions continue to apply.
Uploaded files are stored in the tracker and are visible to users with permission.
Supported Trackers & Forms
Ask AI on Tracker: Available on all trackers once enabled in the admin portal.
Auto-Fill Form Using AI: Available on forms where the Enable File Upload for Auto-fill option is turned on in the form designer. Supports PDFs and image files.
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