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.

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.