Customers with the AI Editing Assistant feature enabled can draft agenda items or meeting minutes with the help of real-time AI writing assistance. This article will show you how to use the AI Editing Assistant to create new content or edit existing content.
Important Notes:
You must have the AI Editing Assistant enabled to use this functionality.
Each interaction with the AI Editing Assistant is limited to that specific instance of a Froala Editor; once the text is deleted, it is gone forever.
Add New Content Using the AI Editing Assistant
Sign in to your site if you have not already
Navigate to the desired Item Fields page or Minutes Summary section or item page
Click the Editor text field you wish to add content to:
Note:
The AI Editing Assistant is only available in the following editor fields:
Agenda Item Fields:
Agenda Item Name
Item Description
Other Details
Fiscal Information
Minutes Summary:
Discussion
Click AI Editing Assistant (sparkles icon):
The AI Editing Assistant interface will appear:
Use the text box to manually input your own prompt:
Notes:
The assistant works best when instructions are specific and task-focused. Try prompts like:
“Rephrase this to sound more formal”
“Correct grammar and fix punctuation”
“Summarize this section in 3 bullet points”
Prompts are limited to 1000 characters.
Click Send to send your prompt to the Assistant:
Evaluate the content generated by the Assistant:
Enter additional prompts into the text box and click Send to further refine the text generated by the Assistant using your own instructions, if desired:
If you are satisfied with the Assistant's output and wish to use it as-is, click Paste into Editor to insert it into the Editor’s text field:
Notes:
The AI-generated text will be pasted below your existing content in the Editor’s text field; your existing content will not be overwritten.
Clicking “Paste into Editor” will close the Assistant interface.
If you have completed your interaction and wish to start a new one, click Start a New Chat (trash can icon) to clear the Assistant interface and begin a new interaction:
When you are finished, click Close (X icon) to exit the Assistant interface:
Make additional changes directly in the editor or continue to use the Assistant for more help
Edit Existing Content Using the AI Editing Assistant
Sign in to your site if you have not already
Navigate to the desired Item Fields page or Minutes Summary section or item page
Type content into the desired Editor text field, if you have not already:
Note:
The AI Editing Assistant is only available in the following editor fields:
Agenda Item Fields:
Agenda Item Name
Item Description
Other Details
Fiscal Information
Minutes Summary:
Discussion
Highlight specific text within the Editor’s text field to have the Assistant interact with only a portion of your content; or, leave your content as-is to use the Assistant with all text within the Editor:
Click AI Editing Assistant (sparkles icon):
The AI Editing Assistant interface will appear:
Use the text box to manually input your own prompts, if desired:
Click Use Editor Content (clipboard and arrow icon) to have the system pull text from the Editor’s text field into the AI Editing Assistant:
Note:
This is optional; you can use hot buttons to pull content from the Editor text box without making this selection.
Enter a prompt into the text box to give the Assistant instructions:
Notes:
The assistant works best when instructions are specific and task-focused. Try prompts like:
“Rephrase this to sound more formal”
“Correct grammar and fix punctuation”
“Summarize this section in 3 bullet points”
If you did not click the “Use Editor Content” button in step 7a, the Assistant will not use text from the Editor for its response.
Prompts are limited to 1000 characters.
Click Send to send your prompt to the Assistant:
Evaluate the content generated by the Assistant:
Enter additional prompts into the text box and click Send to further refine the text generated by the Assistant using your own instructions, if desired:
If you are satisfied with the Assistant's output and wish to use it as-is, click Paste into Editor to insert it into the Editor’s text field:
Notes:
The AI-generated text will be pasted below your existing content in the Editor’s text field; your existing content will not be overwritten.
Clicking “Paste into Editor” will close the Assistant interface.
Or use the hot buttons to quickly apply predefined prompts to the content in the Editor’s text field (all text or the text you have highlighted), if desired:
Click the desired hot button:
Improve Writing (magic wand icon): Improve the grammar, clarity, and tone of your text
Simplify Text (wrench icon): Reword your text for plain language compliance
Format for Minutes (document icon): Rewrite your text into formal minutes
Note:
You do not need to cut and paste or manually enter text into the Assistant when using the hot buttons. The system automaticallys pull in text within the editor field (if specific text has not been highlighted) or the portion of content you have highlighted.
Evaluate the content generated by the Assistant:
Click additional hot buttons to further refine the generated text using the predefined prompts, if desired:
Enter additional prompts into the text box and click Send to further refine the text generated by the Assistant using your own instructions, if desired:
Note:
Prompts are limited to 1000 characters.
If you are satisfied with the AI Editing Assistant's output and wish to use it as-is, click Paste into Editor to insert it into the Editor’s text field:
Notes:
The AI-generated text will be pasted below your existing content in the Editor’s text field; your existing content will not be overwritten.
Clicking “Paste into Editor” will close the Assistant interface.
If you have completed your interaction and wish to start a new one, click Start a New Chat to clear the Assistant interface and begin a new interaction:
When you are finished, click Close (X icon) to exit the Assistant interface:
Make additional changes directly in the Editor or continue to use the Assistant for more help