AI Connect

Introduction

Joblogic AI Connect is your go-to tool for AI-powered summarisation, helping you generate clear, concise summary content with ease. By integrating ChatGPT, this module streamlines workflows, reduces manual effort, and enhances operational efficiency—all while ensuring accuracy and clarity in your documentation.

This guide will walk you through configuring settings and using AI-powered summarisation tools to optimise your processes. Whether you're looking to save time or improve the quality of your summaries, Joblogic AI Connect has you covered. Read on below to find out more.

How to access the AI Connect module

Click the Marketplace option on the main menu and then click AI Connect.

Set up

Click Add AI Connection to get started.

Next, enter a Key Value. If you need help finding your key, click How to get your key on the main screen or within the Connection window for full instructions. Keeping reading for step-by-step guidance!

Click the OpenAI link to go to the main page and log in to your ChatGPT account.

Once logged in, navigate to API Keys from the menu and click Create new secret key.

Enter a name for your key, then click Create secret key.

Copy the key and return to the AI Connect app.

Paste your key into the Key Value box and click Save.

Your connection is now successfully set up!

To edit or delete the connection, click the three dots on the right.

Using the Summarise tool

The summarise tool can be used on the following detail pages:

• Customer
• Site
• Asset
• Job
• Quote
• Invoice

For this example, let’s explore the Job summary.

Navigate to Jobs > All Jobs and select the relevant job number

On the main details page, you’ll find a Summarise button in the bottom right corner. Click it to generate a full summary of the job.

If you’d like a different version of the summary, click the Regenerate option to generate an alternative summary.

You can use the Copy and Email buttons to quickly share the summary with your clients.

Click Copy to copy the data, then click the Email icon. You can then paste the summary into the email body and edit it as needed before sending.

Keep in mind, you will need to tick the disclaimer before being able to send an email via this method.

FAQs

• Does each user on the same tenant need their own key?

No, the key is shared across all users within the tenant. It’s recommended to use a company-managed key for easier administration.

• Do I need a ChatGPT Plus account to use this?

No, ChatGPT offers three plans (refer to this link), but AI Connect works on any plan. API usage is billed separately, so even a free ChatGPT account will work. Check OpenAI’s API pricing for details.

• Besides the £1,000 annual subscription for AI Connect (free until the end of May if subscribed before March 31st), do I also have to pay for the API?

Yes, API costs are billed separately via OpenAI on a pay-as-you-go basis. To manage expenses, it’s recommended to set usage limits in your OpenAI account.

• How do I pay for the API?

Follow this guide: OpenAI API Billing Setup (Refer to the "For the API" section).

AI Connect & Data Privacy

• Why has Joblogic developed AI Connect to work with open-source AI like ChatGPT?

At this stage, leveraging Commercial AI, such as ChatGPT, is the most effective way to introduce AI-powered functionality to Joblogic users. This approach allows us to integrate advanced AI capabilities without the lengthy development process required to build our own AI from scratch. It ensures that customers can benefit from AI-driven efficiencies now, rather than waiting for a proprietary solution.

• What does this mean for my data?

Since AI Connect connects your data with an external AI provider, your data is processed according to that provider’s privacy and data policies. This means we cannot assume or dictate how the provider handles data, and we always recommend reviewing their privacy policies for full transparency.

• Does Joblogic use my data to train AI models?

No, Joblogic does not use customer data to train AI models. Any data processed through AI Connect remains within the scope of the AI provider’s standard usage policies, and we do not store or use customer data for AI training purposes.

• Does Joblogic plan to develop its own AI in the future?

Yes, absolutely. Our long-term strategy is to develop our own Proprietary AI platform, which will allow us to take full responsibility for how data is processed and stored. Once this is in place, data governance will fall under stringent internal data policies that we can openly share with our customers.

• Why isn’t Joblogic’s internal AI available now?

Building a robust, secure, and scalable AI platform takes time. We are fully committed to this initiative and are taking the necessary steps to ensure that when we launch our own AI, it meets the highest standards for security, compliance, and functionality. In the meantime, using established AI providers allows us to deliver AI-powered features while we work towards this long-term goal.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.