Working with Configurations

Introduction

Configurations are the heart of customizing your Spinf AI Assistant experience. They allow you to tailor the AI's behavior, responses, and functionalities to suit your specific business needs. This guide will walk you through the process of managing configurations, from creating new ones to editing existing setups.

Accessing the Configurations Page

To begin working with configurations:

1. Log in to your Spinf account

2. Navigate to the webapp to the Configurations page: https://app.spinf.com/dashboard/user/configurations

This page serves as your central hub for managing all aspects of your AI assistant's configurations.

Creating a New Configuration

To create a new configuration from scratch:

1. Locate the "New Configuration" button in the main page header

2. Click the button to open the creation pop-up

3. Enter a Name for your configuration (e.g., "Sales Support Config")

4. Provide a Description to help you remember the configuration's purpose

5. Click "Create" to generate the new configuration, or "Cancel" to abort

Pro Tip: Choose clear, descriptive names for your configurations to easily identify them later.

Viewing Existing Configurations

The Configurations page displays a list of all your existing configurations, including:

• Personal configurations you've created

• Public configurations provided by Spinf (if available)

• Enterprise-wide configurations (for Enterprise accounts)

To view details of a specific configuration:

1. Click on the desired configuration in the list (1, picture below)

2. The Configuration Details pane will appear on the right side of the screen

Understanding the Configuration Details Pane

The Configuration Details pane (2, picture below) provides a comprehensive overview of your selected configuration:

• Name of the Configuration (3, picture below)

• Description (4)

• Actions menu (three vertical dots) (5)

• List of associated Prompts and Widgets (6)

Editing Configuration Details

To edit the Name or Description:

1. Click the pen icon next to the field you wish to edit

2. An input box will appear, allowing you to make changes

3. Press Enter to save your changes automatically

Working with Prompts

Prompts are a crucial part of your configuration, determining how the AI assistant interacts in various scenarios.

Adding a New Prompt

To add a new prompt to your configuration:

1. Click the three-dot menu in the Configuration Details pane

2. Select "Add Prompt"

3. A pop-up will appear, allowing you to configure all aspects of the new prompt

Managing Existing Prompts

For each prompt in the list, you can:

• Edit: Modify the prompt's parameters

• Clone: Create a duplicate of the prompt for further customization

• Delete: Remove the prompt from the configuration

Access these options through the three-dot menu next to each prompt in the list.

Note: The order of prompts in the list is currently not customizable, but this feature is planned for a future update.

Public Configurations

Public configurations, provided by Spinf or your company (for Enterprise accounts), offer pre-set configurations for common use cases. These are read-only and can be used as starting points for your own configurations.

To use a public configuration:

1. Clone the configuration to create an editable copy

2. Use the configuration as-is by associating it directly with a space

Pro Tip: Cloning a public configuration allows you to customize it while maintaining the original as a reference.

Best Practices for Configuration Management

1. Start with existing configurations: Clone a default or public configuration that closely matches your needs as a starting point.

2. Test before implementing: Always test your configurations in a controlled environment before deploying them widely.

3. Regular reviews: Periodically review and update your configurations to ensure they still meet your evolving needs.

4. Document changes: Keep notes on why certain customizations were made to aid in future adjustments and team knowledge sharing.

Conclusion

Effective configuration management is key to maximizing the benefits of your Spinf AI Assistant. By customizing configurations to your specific use cases, you can ensure that the AI provides relevant, accurate, and helpful assistance across all your spaces.

Remember, changes to configurations or prompts take effect immediately, allowing for real-time adjustments and improvements to your AI assistant's performance.

For more detailed information on writing and editing prompts, please refer to our dedicated "Creating and Writing Prompts" documentation section.