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Podręcznik administratora M42 Intelligence Actions

Wstęp

M42 Intelligence Actions (wcześniej Effie AI Summarizer ) to konfigurowalna, generatywna funkcja AI, która pomaga agentom szybko wyodrębniać informacje z kart danych, tworzyć wysokiej jakości kontekstowe treści tekstowe jednym kliknięciem, tłumaczyć ważne treści lub podsumowywać treść zgłoszeń dla określonej grupy odbiorców. M42 Intelligence Actions oferuje predefiniowane przypadki użycia, które można łatwo skonfigurować tak, aby pasowały do innych przypadków użycia. Nie ma znaczenia, w jakim procesie korzystasz z M42 Intelligence Actions – można go używać z dowolnym szablonem lub procesem, takim jak zarządzanie incydentami, zarządzanie zmianą, zarządzanie Pro , zarządzanie usługami HR, rozwiązanie IGA (zarządzanie tożsamością i administracja) itp.

M42 Intelligence Actions to funkcja wczesnego dostępu, dostępna po raz pierwszy w ESM 2024.1, która nie wymaga licencji w wersji 2024.1, ale Generative AI, na której opiera się ta funkcja, wymaga płatnej subskrypcji. Subskrypcję można kupić od Efecte lub bezpośrednio od obsługiwanych dostawców ( OpenAI lub Azure OpenAI ). Aby uzyskać dostęp próbny do Efecte GenAI , prosimy o kontakt z przedstawicielem Efecte. Funkcja ta będzie częścią pakietu M42 Intelligence for Agents od wersji 2024.2.

M42 Intelligence Actions jest dostępna w nowym interfejsie użytkownika Agent ESM. Jest dostępna we wszystkich szablonach, dla których skonfigurowano akcje. W fazie wczesnego dostępu można wygenerować do 1000 odpowiedzi.

Wyświetl w widoku karty danych, z M42 Intelligence Actions skonfigurowanymi na szablonie źródłowym karty danych.

Po kliknięciu przycisku M42 Intelligence możesz zobaczyć działania skonfigurowane w obszarze M42 Intelligence Actions dla danego szablonu.

Każdy przycisk w widoku M42 Intelligence reprezentuje konfigurowalny przypadek użycia Akcji.

Gdy użytkownik kliknie którykolwiek z tych przycisków akcji, w tle uruchamiana jest akcja z następującymi informacjami:

  • Monit zdefiniowany dla danego przypadku użycia zgodnie z definicją administratora (wstępnie zdefiniowany lub niestandardowy)
    • Na przykład: „Jako asystent AI w service desk IT otrzymujesz dane ze zgłoszenia. Pro podsumowanie zgłoszenia, uwzględniające następujące punkty…”
  • Atrybuty kontekstu zdefiniowane przez administratora
    • Na przykład temat, szczegóły, komentarze wewnętrzne, itd.
    • Należy pamiętać, że wszystkie atrybuty używane w M42 Intelligence wymagają kodu atrybutu.

Jeśli użytkownik nie ma uprawnień dostępu do atrybutu kontekstowego, wartość atrybutu jest ignorowana w monicie systemowym wysyłanym do dużego modelu językowego.

Celem M42 Intelligence Actions jest wyodrębnianie i przetwarzanie kluczowych informacji z kart danych w celu generowania znaczących treści dla pożądanych przypadków użycia, takich jak:

  • Podsumuj na przykład bilet lub zasób
  • Tworzenie nowego tematu zgłoszenia
  • Tworzenie treści, która zostanie skopiowana do artykułu w bazie wiedzy.
  • Na potrzeby IGA można go używać na przykład do sugerowania przyjaznych nazw i opisów uprawnień i ról biznesowych

W tym artykule wyjaśnimy niezbędne kroki, aby włączyć funkcję M42 Intelligence Actions w systemie ESM w wersji 2024.1, wykorzystując integrację Efecte GenAI , OpenAI lub Azure OpenAI . W przypadku korzystania z Efecte GenAI dane nie są przesyłane poza chmurę Efecte Cloud .

Wymagania wstępne

W ramach wczesnego dostępu możesz mieć do 5 konfigurowalnych przypadków użycia, które można wykorzystać do 1000 razy. W wersji 2024.2 limity dotyczące kilku działań i liczby użyć można usunąć dzięki licencji M42 Intelligence for Agents . Liczba dostępnych żądań zależy od subskrypcji u wybranego dostawcy Generative AI.

Dostępność domyślnych przypadków użycia

W wersji 2024.1 domyślne przypadki użycia są dostępne tylko wtedy, gdy konfiguracja ma te same szablony i nazwy atrybutów, co konfiguracja bazowa. W wersji 2024.2 domyślne konfiguracje stały się dostępne niezależnie od używanej konfiguracji.

W wersji 2025.1 wprowadzamy zestaw nowych domyślnych akcji, które są używane, jeśli M42 Intelligence Actions nie została jeszcze użyta. Nowe akcje nie zastępują konfiguracji, które były już używane, dlatego są dostępne tylko dla nowych klientów od razu po instalacji. Obecni klienci mogą łatwo zapoznać się z tą dokumentacją, aby dodać więcej akcji do swojej konfiguracji.

Zarządzanie M42 Intelligence Pro w M42 Professional

W M42 Professional funkcje M42 Intelligence Writing Assistance and Actions można dostosowywać poprzez tworzenie i dostosowywanie monitów.

Writing assistance jest wykorzystywana w celu ułatwienia użytkownikom wprowadzania lepszych informacji na temat obsługiwanych atrybutów.

Funkcja Akcje pomaga użytkownikom wyodrębnić kluczowe informacje i tworzyć przydatne treści z wykorzystaniem danych kontekstowych i konfigurowalnych komunikatów. Są one dostępne w dedykowanym interfejsie użytkownika lub mogą być uruchamiane automatycznie za pośrednictwem przepływów pracy.

Dostosowywanie zachowania

Możesz dodatkowo dostosować działanie i dostępność funkcji M42 Intelligence Writing Assistance and Actions tworząc i dostosowując monity dla każdej funkcji.

Utwórz nowy Pro mpt

Aby utworzyć nowy monit, kliknij przycisk „+Dodaj”. Otworzy się okno konfiguracji nowego monitu:

  • Unikalna nazwa – nazwa monitu. Musi być unikatowa.
    • Przykład : Complete_1
  • Tytuł użytkownika – nazwa wyświetlana użytkownikowi. Powinna być w formie bardziej czytelnej dla człowieka.
    • Przykład : Uzupełnij tekst
  • Opis - Opis monitu.
    • Przykład : Uzupełnij tekst użytkownika o szczegółową rozdzielczość
  • Instrukcje Pro - Faktyczny monit, który jest wysyłany do sztucznej inteligencji.
    • Przykład : Jesteś asystentem AI na platformie zarządzania usługami przedsiębiorstwa i pomagasz agentowi wsparcia. Twoim zadaniem jest przepisanie wersji roboczej wiadomości e-mail na jasną, dopracowaną wiadomość w płynnym języku. Użyj neutralnego zakończenia, aby zaoferować pomoc, jeśli problem będzie się powtarzał.
  • Tryb Writing assistance – Tylko dla funkcji „ Writing assistance ”.
    • Ulepszanie tekstu - Ulepszanie istniejącego tekstu.
    • Tworzenie tekstu – tworzenie nowego tekstu z kontekstu (szablonów, atrybutów, kart danych itp.).
  • Widoczność
    • Widoczne : Akcja jest wyświetlana na karcie danych dla atrybutu docelowego.
    • Ukryty : Akcja nie jest wyświetlana na karcie danych dla atrybutu docelowego.
  • Szablon – szablon, w którym używany jest monit.
    • Przykład : Bilet
  • Atrybuty kontekstu
    • Przykład : E-mail pomocy technicznej
  • Atrybut docelowy
    • Przykład : dyskusje e-mailowe

Wskazówki Pro uid

Aby wyświetlić instrukcje, postępuj zgodnie z uid wytycznymi dotyczącymi modelu językowego, dotyczącymi formatu i języka, jaki powinien być używany w odpowiedziach. Użyj tych ustawień, aby dostosować działanie agenta, na przykład w oparciu o następujące czynniki:

  1. Cele i zadania: Jasno określ główne cele i zadania usługi M42 Intelligence AI Writing Assistance . Jakiego rodzaju wsparcia oczekujesz? Kto jest autorem wiadomości e-mail? Zrozum, jakich informacji lub odpowiedzi oczekujesz od modelu. Możesz zacząć od domyślnych instrukcji i dostosować je do własnych potrzeb, uwzględniając pozostałe czynniki. Na przykład, w przypadku korzystania z usługi przez agentów wsparcia IT, należy o tym wspomnieć w poleceniu „Działaj jako agent wsparcia IT”. Należy pamiętać, że te same instrukcje dotyczą wszystkich skonfigurowanych szablonów.
  2. Ton i styl marki: Określ ton i styl odpowiedzi. Czy jest on formalny, nieformalny, profesjonalny, przyjazny czy techniczny? uid powinny odzwierciedlać osobowość marki w komunikacji z klientem. Możesz na przykład poinstruować generatywną sztuczną inteligencję, aby udzielała krótkich i rzeczowych odpowiedzi.
    Wrażliwość kulturowa i uprzejmość: Określ wytyczne uid wrażliwości kulturowej i uprzejmości. Wyjaśnij, jak model powinien postępować w przypadku drażliwych tematów, kontrowersyjnych kwestii lub potencjalnie obraźliwych treści. Możesz poinstruować modela, aby zachowywał się z szacunkiem i unikał stronniczości.
  3. Konkretne przypadki użycia: Zdefiniuj dowolny konkretny przypadek użycia lub zachowanie, które chcesz wymusić w odpowiedziach. Na przykład, możesz poinstruować model, aby zadawał pytania wyjaśniające, aby ułatwić rozwiązywanie problemów.
    Szczegóły formatu odpowiedzi: W zależności od oczekiwań użytkowników i nawyków komunikacyjnych organizacji, dobrym pomysłem może być poinstruowanie modelu językowego, aby generował bardziej zwięzłe lub dłuższe odpowiedzi o różnym poziomie szczegółowości. Ponadto dostępne dane wybierane przez agenta mogą się zmieniać za każdym razem, gdy generowana jest odpowiedź, co prowadzi do zróżnicowanych doświadczeń. Możesz również uid wskazówek dotyczących formatu odpowiedzi i rodzaju struktury, którą należy zastosować.
  4. Trafność i dokładność: Podkreśl wagę dostarczania dokładnych i istotnych informacji. Poinstruuj model, aby przedkładał dokładność nad kreatywność i prosił o więcej szczegółów, jeśli wymagane informacje nie są dostępne w danych zgłoszenia.

Jeśli chcesz dostosować monity, ważne jest włączenie użytkowników do dyskusji już na wczesnym etapie, aby mieć pewność, że instrukcje spełniają ich potrzeby.

Testuj i dostosuj

Przetestuj wszystkie funkcje M42 Intelligence Writing Assistance (generowanie, poprawianie i uzupełnianie), aby sprawdzić, na ile wyniki są zgodne z oczekiwaniami. Spróbuj użyć różnych atrybutów kontekstowych. Zapoznaj się z opiniami użytkowników, aby dostosować instrukcje do wymaganego stylu komunikacji. Aby korzystać z M42 Intelligence AI Writing Assistance , zapoznaj się z poniższą uid obsługi: Matrix42

Rozwiązywanie problemów

Pro : Reakcje są przerywane

Jeśli odpowiedzi generowane przez generatywną sztuczną inteligencję zostaną skrócone, obejściem jest dodanie ograniczenia do rozmiaru odpowiedzi. Można to zrobić, wyświetlając na przykład komunikat: „Ogranicz odpowiedź do 1000 znaków”.

Konfiguracja Pro

Aby włączyć M42 Intelligence Actions (działania w wersji 2024.1), wybierz opcję „Włącz M42 Intelligence Actions ”. To ustawienie nie jest potrzebne w środowiskach 2024.2 i nowszych.

Najpierw wybierz dostawcę.

W przypadku subskrypcji „Bring Your Own AI” dostępne są opcje OpenAI i Azure OpenAI , jeśli chcesz korzystać z istniejącej subskrypcji u tych dostawców usług. Jeśli chcesz korzystać z istniejącej subskrypcji OpenAI lub Azure OpenAI , ponosisz odpowiedzialność za bezpieczne zarządzanie kontem oraz wszelkie koszty związane z korzystaniem z M42 Intelligence . Efecte nie ponosi odpowiedzialności za jakość i dostępność usług stron trzecich połączonych z M42 Intelligence .

Ustaw hasło API dostawcy sztucznej inteligencji i adres URL wskazujący na używany model języka.

W wersji 2024.2 pojawi się możliwość zmiany używanego modelu.

Ostrzeżenie

W przypadku korzystania z Efecte GenAI , zmiana używanego modelu językowego bez zgody Efecte R&D nie jest obsługiwana. Wszelkie zmiany mogą spowodować, że aplikacja przestanie działać lub będzie zachowywać się nieoczekiwanie.

Ważne informacje dotyczące konfiguracji Pro

OpenAI

W przypadku OpenAI należy użyć następującego adresu URL API : https://api.openai.com/v1/chat/completions

Klucz API Crete na platformie OpenAI , który będzie używany jako hasło.

Azure OpenAI

W przypadku usługi Azure OpenAI uzyskaj adres API i klucz API od administratora dzierżawy Azure . Więcej informacji na temat konfiguracji usługi Azure OpenAI znajdziesz w dokumentacji usługi Azure OpenAI : https://learn.microsoft.com/en-us/azure/ai-services/openai/overview

Szczegóły dotyczące wymagań wstępnych znajdują się poniżej.

Efekt GenAI

Efecte GenAI to autorski model Efecte do obsługi wielu języków, który jest obecnie w fazie pilotażowej. Efecte GenAI działa w europejskiej chmurze, co gwarantuje, że Twoje dane i informacje są przetwarzane z należytą starannością. Aby korzystać z Efecte GenAI z M42 Intelligence , skontaktuj się z przedstawicielem Efecte.

Konfiguracja połączenia dostawcy z Pro Azure OpenAI

Aby rozpocząć korzystanie z M42 Intelligence Email z usługą Azure OpenAI , należy skonfigurować usługi Azure OpenAI zgodnie z instrukcjami podanymi w uid Azure OpenAI : https://learn.microsoft.com/en-us/azure/ai-services/openai/overview

Aby skonfigurować usługę M42 Intelligence Email z usługą Azure OpenAI , należy spełnić następujące wymagania:

  1. Dostęp do usług Azure OpenAI
  2. Usługa Azure OpenAI działająca w wybranym regionie
  3. Wdrożenia usługi Azure OpenAI do generowania i uzupełniania tekstu przy użyciu preferowanego modelu GPT lub modelu niestandardowego
  4. Adresy URL API dla interfejsu API Completion i Chat Completion wskazujące na wdrożone modele (patrz Konstruowanie adresów URL API poniżej)
  5. Klucze API umożliwiające dostęp do wdrożonych modeli
Ustawienie Przykład Informacje dodatkowe
Hasło API dostawcy sztucznej inteligencji: Utwórz w studiu Azure OpenAI Klucz API umożliwiający dostęp, śledzenie użycia i zarządzanie kosztami. Upewnij się, że klucz API jest zapisany w bezpiecznym miejscu, aby móc go odzyskać w przyszłości. Nie można wyświetlić klucza w ESM.
Adres URL interfejsu API działań: https://yourtestenv.openai.azure.com/openai/deployments/gpt-instruct/chat/completions?api-version=2023-07-01-preview Używane do generowania funkcji
API kontroli stanu dostawcy sztucznej inteligencji: Nieobsługiwane Służy do wyświetlania stanu Efecte GenAI , nie jest obsługiwany przez Azure OpenAI

Uwaga: Domyślnie w M42 Intelligence Email używana jest opcja GPT 3.5-Turbo-instruct dla funkcji Correct and Complete oraz GPT-3.5-Turbo dla funkcji Generate . Jeśli chcesz użyć innego gotowego lub niestandardowego modelu, musisz zmienić nazwę modelu w poniższych ustawieniach platformy (od wersji 2024.2 można zamiast tego użyć ustawienia Model w interfejsie użytkownika).

Ustawienia platformy Wartości domyślne Informacja
Dostawca sztucznej inteligencji Azure Działania Model gpt-3.5-turbo Do zasilania Akcji wykorzystano obszerny model językowy.

Konstruowanie adresów URL API

Po wdrożeniu usługi i modelu OpenAI możesz utworzyć łącza API w następujący sposób:

API generowania tekstu:

https://<NAZWA_WDROŻENIA_OPENAI>.openai.azure.com/openai/deployments/<NAZWA_WDROŻENIA_MODELU_GENERACJI>/chat/completions?api-version= API

W przypadku konfiguracji produkcyjnej mogą być konieczne dodatkowe kroki, takie jak alerty budżetowe, zwiększone bezpieczeństwo sieci i zarządzanie tożsamościami. Zapoznaj się z dokumentacją Microsoft Azure , aby zapoznać się z najlepszymi praktykami zarządzania wdrożeniami Azure . Pamiętaj, że ponosisz odpowiedzialność za wszelkie koszty związane z Azure OpenAI poniesione w związku z korzystaniem z usługi M42 Intelligence Email. Usługa M42 Intelligence Email kontaktuje się z usługą Azure OpenAI tylko wtedy, gdy agent używa tej funkcji do generowania, poprawiania lub uzupełniania wiadomości.

Zalecamy częste zapoznawanie się z oficjalną dokumentacją Microsoft Azure , ponieważ jest to najbardziej wiarygodne i aktualne źródło informacji o działaniu usług Azure OpenAI .


Więcej informacji na temat wersjonowania API można znaleźć tutaj: https://learn.microsoft.com/en-us/azure/ai-services/openai/reference

M42 Intelligence (Actions & Writing Assistance ) General Information and Pro mpts G uid ance

Information on data privacy

We prioritize integrity in our service to safeguard our customers' data. Regardless of the provider, the data processed by Large Language Models is never automatically collected to train any Generative AI services. Additionally, if there are concerns about the location of the data, using Matrix42 GenAI will ensure that all data stays within the EU. With OpenAI, we are leveraging an industry-standard solution and a reputable company to provide additional capabilities, such as multi-language and the ability to follow up on the latest models. Customer data will not be used to train the model, as we use the commercial API. You can read more about the OpenAI API privacy policy here: https://openai.com/enterprise-privacy.

Please note that no data is anonymized; the processed data includes only data selected by the agent and email if the administrator allows email content to be selected.

 

Supported Generative AI providers

Matrix42 GenAI

Matrix42 GenAI is a large language model provided and hosted by Matrix42, fine-tuned for ITSM use cases.

Matrix42 GenAI enables you to harness the power of generative AI without the need to set up and maintain separate services. See up to date information about language support in the M42 Intelligence solution description.  You will need a separate agreement with Matrix42 to use Matrix42 GenAI. Please ask your Matrix42 representative for more details on gaining access to Matrix42 GenAI.

Matrix42 GenAI can be used with M42 Intelligence Writing Assistance only in English. Matrix42 fully manages and hosts the language models used in Matrix42 GenAI. 

OpenAI (Bring your own)

If your organization already has an OpenAI account, you can create an API key to connect M42 Intelligence Writing Assistance to that account. For further details on how to set up M42 Intelligence Writing Assistance with OpenAI, please look at the instructions below in the M42 Intelligence Writing Assistance settings.

OpenAI hosts and manages the language models. You are responsible for setting up and managing the OpenAI account.

Since 2025.2, 4o, 4o-mini, o-series, and newer models are supported.

Azure OpenAI (Bring your own)

If you already have Azure OpenAI services, you can create a GPT model deployment in Azure OpenAI Studio using any GPT model. This deployment can then be used as the LLM for M42 Intelligence Writing Assistance. Custom models can also be used with M42 Intelligence Writing Assistance. Please check the instructions later in this article for details on setting up the Azure OpenAI connection.

The language models used in Azure OpenAI are hosted and managed in your Azure tenant. You are responsible for setting up and managing the Azure tenant and related OpenAI services.

Since 2025.2, 4o, 4o-mini, o-series, and newer models are supported.

Building requests for large language models

Understanding Large Language Models

M42 Intelligence Writing Assistance is technically easy to set up but requires some understanding of the Large Language Models to optimize it for your use case. Here are a few key instructions:

  1. Always use context attributes that are relevant for you - the use cases below show examples of context attributes.
  2. Be very concrete in your instructions and avoid ambiguity.
  3. Keep sentences short to make sure your intention is grasped by the large language models. 
  4. Provide context and role with sufficient background from your configuration - think about how the message needs to be formed in order to be useful for support agents - with M42 Intelligence Writing Assistance, the AI needs to act as the agent, even though the human users are always in control.
    • Let's break down a shorter example for Generate prompt here:
      • Provide a role and context - for example: “Act as an IT support service desk agent handling issues related to workstations and printers."
      • Introduce a background - for example: “You might be provided with the ongoing email conversation and with the data about the support ticket the agent is working on."
      •  Add general instructions - for example:  “Using provided data, generate a polite email response. End with a polite greeting.”
    • Remember to always adjust the instructions based on your context
  5. Before starting to work with M42 Intelligence with OpenAI, please have a look on the prompt engineering guide by OpenAI for further instructions: https://platform.openai.com/docs/guides/prompt-engineering 
 

When large language models produce responses, they take input from multiple levels that affect the eventual outcome.

  • Platform setting system prompts - general instructions applied to all generated responses with the different features
  • Use case configuration prompts - use case specific prompts that define the behavior with individual actions
  • Context attributes - contextual data defined by the admin, such as ticket data
  • User language (writing assistance only) - user's selection of language output

Additionally, for example, knowledge discovery with the AI Core component might have additional instructions that affect the responses.

To avoid issues with conflicting prompts, make sure that the prompts on different levels do not contradict.

 

Prompting guidelines

To get the most out of large language models, ensure your prompt instructions include specific instructions for what you want to achieve. Large language models also tend to provide some additional structure or formatting, such as parentheses around the produced content or including a pretext with a colon.

Prompt Length

Starting from 2025.1, the maximum length of a single prompt is 1000 characters. 

In 2025.3, the maximum length is 4000 characters.

Response Length

Starting from 2025.1, the default length of a single response is 1000 characters.

Response window size

To modify the size of the response window in characters, use the Platform setting:

  • Matrix42 GenAI: ai.provider.genai.generation.response.size
  • OpenAI: ai.provider.openai.generation.response.size
  • Azure: ai.provider.azure.generation.response.size

Context window size

The context window size defines the full size of the request (including system prompts, admpin prompts, and contextual data) and the generated response in characters.

To modify the size of the context window in characters, use the Platform setting:

  • Matrix42 GenAI: ai.provider.genai.model.context.size
  • OpenAI and Azure AI context size is set to 16,000 and cannot be changed.

Be Clear and Specific:
Clearly define the purpose and audience of the prompt, providing specific instructions for the desired response.
Ensure clarity by outlining the intended outcome and expectations clearly.
 

Adopt a Structured Approach:
Organize the prompt into well-defined sections or bullet points, covering all pertinent aspects of the use case. This makes it easier for the generative AI to capture individual instructions separately. Mention the availability of accompanied data, as the contextual data makes the feature much more powerful than just talking with a generative AI chatbot.
 

Tailor the prompt to the Use Case:
Customize the prompt to suit the specific requirements and objectives of the use case or task.
Align the content with the context and goals of the intended application or scenario. Is the purpose of generating content for consuming information only or something that should be used in sharing knowledge? Explain in the prompt.
 

Convey Concisely and Clearly:
Keep the prompt concise and straightforward, avoiding unnecessary complexity or verbosity.
Use clear and precise language to communicate instructions effectively.
 

Consider the Audience:
When writing the prompt, consider the knowledge level and expertise of the audience. Is the use case written for an IT support person or an HR representative? Provide guidance and context appropriate for the users to act based on the responses.
 

Prioritize Actionability and Usability:
Ensure the prompt leads to practical, actionable, readily implemented, or utilized responses.
Emphasize clarity and usability to facilitate efficient decision-making or problem-solving based on the generated output.
 

Align with your organization's standards and processes:
Where applicable, ensure the prompt adheres to your standards, processes, or best practices relevant to the use case. Maintain consistency and quality by aligning the generated responses with established guidelines and principles.
 

Encourage Feedback and Iteration:
Solicit user feedback on the prompt's effectiveness and the quality of the generated responses.
Iterate on the prompt based on user input and real-world usage to continuously enhance its effectiveness and relevance.

 
 

 

System prompts

You can adjust general instructions for AI in system prompts to reduce repeating the exact instructions regarding style and tone. There are three different platform settings to adjust.

ai.system.prompt - This setting gives a system-level prompt to all AI-generated responses. It is recommended that this setting be used with the default value.

ai.actions.prompt - This setting allows you to fine-tune the responses for the Actions.

ai.writingAssistant.prompt - This setting allows you to fine-tune the Writing assistance responses, so they are ready for use in communication and documentation.

AI Actions

Example configurations with prompts

Use the examples below as a starting point for configuring M42 Intelligence Actions. These examples provide prompts to configure according to your environment's needs - the attributes mentioned in some examples are shown as examples only, as the value of the attributes depends on which attributes are used and how.

Remember that you can use the Actions to get an idea of what any data card in your ESM is about - like getting to the root of a Problem ticket, understanding the status of a Change, or communicating the state of an identified Information security incident to non-technical stakeholders.

Depending on the use case, the configuration might heavily rely on the data card's contextual data. Select relevant attributes that usually hold helpful content for your purposes.

Tip

It is easy to adjust the prompts to your specific use case. Just add your own instructions and remember to test often with real-life data.

 

 

Use Cases by Domain

 

Incident management

Summarize Content

It is possible to use M42 Intelligence to for example Summarize data card content to quickly get an idea of what a ticket is about, what has been done so far to solve an issue, and what the next steps are to solve an issue. This helps in handover situations to quickly grasp the context and understand the situation.

Below is an example configuration, that you can use as a baseline to start exploring the possibilities of M42 Intelligence using Generative AI.

Full example configuration:

Unique name (name of the Action for the admin to recognize it): Ticket summarization

User title (title of the Actions shown for the user):  Summarize ticket 

Description (description of the Action to instruct the user): Provide a concise summary of the ticket 

Prompt instruction: Using key details from a service management support ticket, summarize the core issue, actions taken, causes identified, and current resolution status. Ensure the support agent understands the urgency, progress made, and next steps needed. Keep the overview clear and structured, without using introductory or concluding phrases, focusing solely on critical ticket information.

Context attribute suggestions (select attributes relevant for you): Subject, Details, Status, Customer, Team, E-mail latest body, Internal comments, External comments

 
 

Create a New Subject

You can get a suggestion to replace a poorly written, vague or inaccurate subjects on tickets with an improved version by M42 Intelligence.

 

Example prompt:

Based on the provided support ticket data, generate a clear and concise subject line that accurately summarizes the ticket's issue or request in one brief sentence.

 

Example context attributes:

Internal comments, Subject, Details, Resolution 

 
 

Create Resolution

Generate a precise resolution summary to document ticket resolutions for future reference.   

 

Example prompt:

Using the service management data related to the ticket, generate a concise and clear resolution text. Include the steps taken to resolve the issue, any relevant troubleshooting actions, and the final solution applied. Ensure the text is suitable for documentation and can be referenced for future similar issues

 

Example context attributes:

Subject, External comments, Details, Priority, Resolution, Related assets   

 
 

Generate Content for a KB Article

Use M42 Intelligence to make sure your knowledge is kept up to date, by structuring known information about how an issue was solved to a predefined format. You can adjust the prompt to align with your KB article format.

 

Example prompt:

As a Knowledge Manager, use provided service management data to create a knowledge base article for Service Desk Agents. Include:

  1. Title: Clear summary.
  2. Overview: Issue intro from data.
  3. Symptoms: Key indicators from data.
  4. Troubleshooting: Steps and tools from data.
  5. Resolution: Recommended fix.
  6. Prevention: Best practices.
  7. References: Related links.

Ensure clarity and actionability.

 

Example context attributes:

Internal comments, Subject, Details, Resolution

 
 

Categorization

You can use M42 Intelligence Actions to suggest categorization of your data as well, such as ticket category or related services. For now, you need to maintain a list of available categories, services or other classifiable information as a list in the prompt. Make sure you adjust the prompt below based on which type of classification you want to use, and insert the list of possible values.

 

Example prompt:

Based on the given IT issue, categorize the ticket into one of the relevant categories: (Insert your categories here). Then, suggest a service that aligns with the issue and your selected category. Use this list of available services: (Insert your list of services here).

 

Example context attributes:

Internal comments, Subject, Details, Resolution + attributes to be used in categorization

 
 

Next Steps   

Ask for help on what should be done next and get a detailed list of possible next steps and actions to resolve the issue  

 

Example prompt:

Review the service management support ticket, focusing on the core issue, actions taken, and identified causes. Suggest actionable next steps for the support agent, considering the ticket's urgency and progress.

 

Example context attributes:
Ticket type,Service,Subject,Email,External comments,Details 

 
 

Root Cause analysis

Root cause analysis aims to identify the underlying cause of an issue by analyzing available service management data. It helps to prevent recurring incidents by pinpointing the source of a problem, allowing teams to address the root cause rather than just the symptoms and solve problems proactively, eventually leading to improved service quality.

 

Example prompt:

Using the provided service management data, analyze and identify the root cause of the issue. Summarize key factors contributing to the problem and suggest the most likely cause, supported by the data.

 

Example context attributes:
Subject, Service, Description, Worklog, Related incident, Category 

 
 

Change management

Change - Draft a Test Plan

Description:

Outline key test steps and acceptance criteria to ensure the change works as expected before go-live.

 

Example prompt:

You are assisting in drafting a test plan for a technical change. Based on the application, environment type, and number of installations, provide: 1. Key test scenarios to validate success 2. Test steps (e.g., simulate failover, validate app status) 3. Acceptance criteria for successful validation Respond in this format: **Test Plan:** - Scope: [e.g., test environment, HA node, etc.] - Steps: 1. [Step 1] 2. [Step 2] - Acceptance Criteria: [Pass/fail criteria]

 

Example context attributes:
Service, Business criticality of affected CI(s), Subject, Description, Details for AI 

 
 

Change - Create Justification for Change Authority Board (CAB)  

Description:

Creates a clear and concise justification letter for the Change Advisory Board (CAB), based on the impacted applications and business drivers.

 

Example prompt:

You are assisting in drafting a test plan for a technical change. Based on the application, environment type, and number of installations, provide: 1. Key test scenarios to validate success 2. Test steps (e.g., simulate failover, validate app status) 3. Acceptance criteria for successful validation Respond in this format: **Test Plan:** - Scope: [e.g., test environment, HA node, etc.] - Steps: 1. [Step 1] 2. [Step 2] - Acceptance Criteria: [Pass/fail criteria]

 

Example context attributes:
Test plan,Service,Category,Description,Change size,Details for AI,Justification,Implementation plan,Rollback plan

 
 

Change - Analysis from Affected CI Details

Description:

Analyzes the scope and dependencies of the change using related configuration items to assess potential impact and risk.    

 

Example prompt:

You are assisting with a change request review. Based on the affected configuration item (CI) data, perform the following: 1. Summarize the affected applications, versions, environments, and installation counts. 2. Identify dependent services and data confidentiality levels. 3. Assess potential operational risk based on environment type and dependencies. 4. Recommend any risk mitigations or actions. Respond in the following markdown format: **Change Scope Summary:** [Summary of affected applications and environments] **Dependencies and Risk Considerations:** [Key services or systems impacted, including confidentiality] **Risk & Impact Assessment:** [Concise summary of the potential risk or business impact] **Recommended Actions:** [Mitigation, rollback, stakeholder comms, etc.]

 

Example context attributes:
Affected CIs,Service,Business criticality of affected CI(s),Subject,Category,Description,Change size,Details for AI,Justification

 
 

Change - Plan the Implementation

Description
Create a step-by-step implementation plan, including required actions and involved roles.    

 

Example prompt:

You are assisting in drafting a technical implementation plan for a change request. Use the CI data (e.g., application name, version, environment, installation count) to provide: 1. A brief description of the deployment 2. A list of ordered implementation steps 3. Required roles or participants Respond in this format: **Implementation Plan:** - Target: [Application name/version] - Steps: 1. [Step 1] 2. [Step 2] - Required Personnel: [List of roles involved]

 

Example context attributes:
Service,Business criticality of affected CI(s),Subject,Category,Description,Details for AI,Justification    

 
 

Change - Prepare Rollback Instructions

Description
Describe how the change can be safely rolled back if needed, with triggers and recovery steps.    

 

Example prompt:

You are assisting in drafting a rollback plan in case the change fails. Based on the CI and environment information, describe: 1. When rollback should be triggered 2. Step-by-step rollback actions 3. Estimated time and dependencies Respond in this format: **Rollback Plan:** - Trigger: [Failure symptoms or thresholds] - Steps: 1. [Rollback step 1] 2. [Rollback step 2] - Estimated Downtime: [Minutes] - Dependencies: [e.g., backup/snapshot required]

 

Example context attributes:
Test plan, Subject, Description, Details for AI, Justification,Implementation plan  

 
 

Change - Risk Analysis

Description
Evaluates the potential risks of a planned change by analyzing the affected Configuration Items (CIs), their criticality, historical incident records, and dependency relationships.    

 

Example prompt:

You are performing a change risk analysis for a planned change. You have been provided with affected Configuration Item (CI) details, including application name, environment type, version, installation count, dependent services, and data confidentiality classification. Your response must: 1. Identify potential technical, operational, and business risks specifically in relation to the provided CI details. 2. Consider dependencies, historical incidents, and compliance or regulatory constraints. 3. Assign a qualitative risk rating (Low / Medium / High) with justification. 4. Suggest risk mitigation measures tailored to the CIs. Respond in this markdown format: Change Risk Summary: [One paragraph explaining the main risks, their causes, and their potential impact, explicitly referencing the provided CIs — e.g., “Because SAPHanaSR is in a production environment with 5 installations supporting Facilities…”] Risk Rating: [Low / Medium / High] Risk Factors: Mitigation recommendations:

 

Example context attributes:
Service,Business criticality of affected CI(s),Subject,Category,Description,Details for AI,Justification    

 
 

Device Lifecycle Status Update

In IT asset management, getting a device lifecycle status update involves updating the current lifecycle stage of a device based on available service management data. It helps to keep IT asset management data accurate, ensuring devices are tracked correctly. It can also help to identify outdated or faulty devices before they cause disruptions.

 

Example prompt:

Based on the current service management data, update the lifecycle status of the specified device. Ensure the status reflects its most recent activities and any upcoming actions.

 

Example context attributes:

Days in use, Model, Related tickets, Name, End of warranty, Applications, Status

 
 

Identity Governance and Administration

Suggest entitlement information (IGA)

When managing entitlements, AI Actions (Actions) can assist the IGA admin by suggesting friendly names, descriptions, categories, etc. It can be used for new entitlements lacking information like description or to make existing information more professional or easier to understand. 

Example prompt for a friendly name

You are provided with information about one Entitlement that is a single access right group. As a IGA Admin you can manage entitlements. Suggest friendly name to the entitlement based on the categories, application and owner info in other entitlements. Name that end user easily understands what this access right is used for and what rights is giving to the user.

Example context attributes for friendly name

Friendly name, Technical name

Example prompt for description based on titles

You are provided with information about one Entitlement that is a single access right group. As a IGA Admin you can manage entitlements. Suggest description to the entitlement based on the application, cost center, organization and titles of the users in entitlement. It's always access to the target system, that can be anything. Not just support or ticket system.

Example context attributes for description based on titles

Application, Cost center, Internal Subcategory, Organization, Internal Category, Description, Title

Example prompt for categories

You are provided with information about one Entitlement that is a single access right group. As a IGA Admin you can manage entitlements. Suggest category to the entitlement based on the categories, application and owner info in other entitlements.

Example context attributes for categories

Owner, Technical owner, Application, Internal Subcategory, Internal Category
 

 
 

Summarize identity information (IGA)

Summarizing identity information provides quick way to review most important information about the identity and make it easy to understand. 

Example prompt, 

This is not support request, it's user Actions for displaying user data. Identity storage is displaying one user's data. Identity storage data card is generated for the user based on primary work period information. IGA identity storage is used for: Collecting all information related to the users access rights, work period(s) and responsibilities inside of IGA solution such as owner or approver responsibilities. Holistic view for IGA admins to

Example context attributes

Risk Value, Manager of, Last Logon date, Created, All related business roles, Access to applications, All related entitlements, Password last changed

 
 

Describe processes (IGA)

IGA processes can be complex and always contain a lot of settings and rules that affect them (sometimes these are documented, but often documentation is not up to date). To get an understandable picture of a departing user process, for example, AI Actions can summarize the process and describe it. 

Example prompt for departing user process

This is not support ticket, do not use that term. This view summarizes how the departing process of the account is designed based on IGA set Account attributes. The departing user use case refers to the process initiated when a user's employment or contract is ending. The IGA solution starts the offboarding process, which can take several days to complete, depending on the account management settings, such as when accounts are disabled, email license

Example context attributes for departing user process

Email licenses removed after, Remove access rights, User type, Target system, Set as disabled, Departing user information receiver, User information send, Restore account's access rights if returns

 
 

 

 

Writing Assistance

Example configurations with prompts

Below are some examples of prompts to be used with M42 Intelligence Writing Assistance. These provide a good starting point, and with testing, you will find opportunities to customize them further based on the desired communication style.

 

Improve text

Text improvement can be used to spellcheck and improve the text in any text input. Look at the examples below, and adjust based on your configuration.

Ticket - Improve comment input

User title:

Improve text

Description:

Improves the user selection in comments.

Prompt:

You are an AI writing assistant for an IT support agent in an IT department. You are provided with a comment draft that will be sent to a self-service portal user who has reported an issue. Improve the spelling and grammar of the provided text. Do not add any additional improvements. Return only the generated answer.

Mode:

Text improvement

Target attribute:

Internal comments

 
 

Ticket - Improve internal comment input

User title:

Improve text

Description:

Improves the user selection in internal comments.

Prompt:

You are an AI writing assistant for an IT support agent in an IT department. You are provided with a comment draft that will be sent to a self-service portal user who has reported an issue. Improve the spelling and grammar of the provided text. Do not add any additional improvements. Return only the generated answer.

Mode:

Text improvement

Target attribute:

Internal comments

 
 

Ticket - Improve resolution input

User title:

Improve text

Description:

Improves the user selection in resolution text.

Prompt:

You are an AI writing assistant. You are provided with a draft of a resolution to a support ticket. Improve the spelling and grammar of the provided text. Do not add any additional improvements. Return only the generated answer.

Mode:

Text improvement

Target attribute:

Resolution

 
 

Ticket - Improve email input

User title:

Improve text

Description:

Improves the user selection in email.

Prompt:

You are an AI writing assistant for an IT support agent in an IT department. You are provided with an email draft that will be sent to a user who has reported an issue. Improve the spelling and grammar of the provided text. Do not add any additional improvements. Return only the generated answer.

Mode:

Text improvement

Target attribute:

E-mail messages

 
 

Ticket - Improve details input

User title:

Improve text

Description:

Improves the user selection in details.

Prompt:

You are an AI writing assistant. You are provided with a draft of a details to a support ticket. Improve the spelling and grammar of the provided text. Do not add any additional improvements. Return only the generated answer.

Mode:

Text improvement

Target attribute:

Details

 
 

Email writing assistance

Ticket - Ask for more details email

User title:

Ask for more details

Description:

Generate a contextual email message draft asking for more details.

Context attribute examples:

Assignee, Service, Subject, Details, Related assets, E-mail messages, Customer

Mode:

Text creation

Prompt instruction

You are an attentive, empathic and professional IT support agent with a customer-centric attitude in an IT department. You are responsible for handling a support ticket from a customer. You are provided with details about the ticket. Write an email asking for more details to improve your understanding of the issue. Instructions for writing the email: 1. Start with an informal and personalized greeting. 2. Ask clarifying questions to assist you with the investigation details that are not available. 3. Mention availability for further help. 4. End with a professional greeting without closing remarks. 5. Avoid too much courtesy. 6. Return only the generated answer.

 
 

Ticket - Status update in email

User title:

Provide a status update

Description:

Generates a brief status update draft in email based on latest information.

Context attribute examples:

Subject,Details,All ESS2 comments,Resolution,E-mail messages   

Mode:

Text creation

Prompt instruction

You are an AI assistant on a service management platform for a support agent. You are provided with the latest information about a support ticket the agent is handling. Provide a brief, straight-to-the-point status update the agent can send to the user who reported the issue. Do not add any signature. Do not add any corporate jargon but maintain professionalism. Do not include "subject:" or other pretext, include only the response.

 
 

Portal comment writing assistance

Ticket - Ask for more details ticket comment

User title:

Ask for more details

Description:

Generate a contextual comment message draft asking for more details.

Context attribute examples:

Assignee, Service, Subject, Details, Related assets, E-mail messages, Customer

Mode:

Text creation

Prompt instruction

You are an attentive, empathic and professional IT support agent with a customer-centric attitude in an IT department. You are responsible for handling a support ticket from a customer. You are provided with details about the ticket. Write a comment to the self-service portal asking for more details to improve your understanding of the issue. Instructions for writing the comment: 1. Start with an informal and personalized greeting. 2. Ask clarifying questions to assist you with the investigation details that are not available. 3. Mention availability for further help. 4. End with a professional greeting without closing remarks. 5. Avoid too much courtesy. 6. Return only the generated answer.

 
 

Ticket - Status update in Portal Comment

User title:

Provide a status update

Description:

Generates a brief status update draft in self-service portal comments based on latest information.

Context attribute examples:

Assignee,Subject,Details,All ESS2 comments,Status    

Mode:

Text creation

Prompt instruction

You are an AI assistant on a service management platform for a support agent. You are provided with the latest information about a support ticket the agent is handling. Provide a brief, straight-to-the-point status update the agent can send to the user who reported the issue. Use the "support_person" information in the signature if available. Do not add any signature if the "support_person" data is not available. Do not add any corporate jargon but maintain professionalism. Do not include "subject:" or other pretext, include only the response.

 
 

Documentation

Ticket - Resolution draft

User title:

Draft a resolution

Description:

Generates a resolution draft using knowledge base as the basis for resolution drafts. Requires AI Knowledge Discovery to be set up.

Context attribute examples:

Subject,AI service suggestion,AI ticket type suggestion,Details,AI Team suggestion,E-mail messages,Worklog

Mode:

Text creation

Prompt instruction

Create a concise (max 2 very short paragraphs) resolution text to document the service management ticket resolution according to the provided context information from internal comments and other ticket details. You also have access to the company knowledge base, which you can use to suggest a resolution. When referring to specific articles, use only their "solution_name".

Note: for easy access for the users writing resolutions, use this with Writing assistance and set the target attribute to Resolution.

 
 

Ticket - Draft resolution note

User title:
Draft resolution note

Description:

Produces a professional closing statement based on ticket resolution.

Context attribute examples:

Subject,Details,Resolution

Mode:

Text creation

Prompt instruction

You are an AI assistant on a service management platform for a support agent. You are provided with the latest information about a support ticket the agent is handling. Provide a brief, professional closing statement about resolution of ticket the agent can send to the user who reported the issue. Do not add any signature. Do not add any corporate jargon but maintain professionalism. Do not include "subject:" or other pretext, include only the response.

 
 

Ticket - Summarize ticket as a comment

User title:
Ticket summarization

Description:

Provide a concise summary of the ticket.

Context attribute examples:

Team,Subject,External comments,All ESS2 comments 

Mode:

Text creation

Prompt instruction

Using key details from a service management support ticket, summarize the core issue, actions taken, causes identified, and current resolution status. Ensure the support agent understands the urgency, progress made, and next steps needed. Keep the overview clear and structured, without using introductory or concluding phrases, focusing solely on critical ticket information.

 
 

Knowledge discovery

Following actions require that you have the Knowledge Discovery feature set up. The Knowledge Discovery for support agents is a new beta feature available for piloting in M42 Pro version 2025.3. If you would like to learn more, please contact your sales representative.

Setting up M42 Intelligence to utilize Knowledge Discover

After the Knowledge discovery has been set up and you have indexed your documents, following configurations need to be made on the M42 Pro platform M42 Intelligence admin settings:

1. Choose compatible generative AI provider (M42 GenAI with RAG (BETA))

2. After provider has been selected, you need to choose each configuration to use RAG

3. Make sure your prompt instructs the AI to behave according to the fact it has access to the knowledge base - and if you'd like that fact to be utilized in the responses. For example, you might want to have responses lay out the fact whether the response is based on 1. stored company knowledge 2. general knowledge the AI is aware of based on its training data. See examples below.

 
 

Ticket - Find answers for a comment

User title:

Search for an answer from knowledge base

Description:

This functionality requires AI Knowledge Discovery.

Mode:

Text creation

Prompt instruction

You are provided with an IT support ticket. You are helping the support agent to write a comment to the user who reported the issue. You have access to the company knowledge base to help address the issue at hand. Using existing knowledge, search for a correct answer to be communicated in a response to the user reporting the issue as a comment to the self-service portal. Do not refer to a specific knowledge base article. If the knowledge base does not contain relevant content, provide generic assistance for the support agent on what should be done instead. Provide only the suggested response to be sent to the user as-is, without any pretext or additional remarks.

Context attribute examples:

Subject,Details,Resolution

Target attribute

Attribute used for Self-service portal commenting

Select: Use predefined data sources for responses

 
 

Ticket - Resolution draft

User title:

Draft a resolution

Description:

Generates a resolution draft using knowledge base as the basis for resolution drafts. Requires AI Knowledge Discovery to be set up.

Mode:

Text creation

Prompt instruction

Create a concise (max 2 very short paragraphs) resolution text to document the service management ticket resolution according to the provided context information from internal comments and other ticket details. You also have access to the company knowledge base, which you can use to suggest a resolution. When referring to specific articles, use only their "solution_name".

Do not include a "Resolution draft" or other header for your response. Keep the resolution text straight to the point and avoid excessive jargon.

Context attribute examples:

Subject,AI service suggestion,AI ticket type suggestion,Details,AI Team suggestion,E-mail messages,Worklog 

Target attribute

Resolution

Select: Use predefined data sources for responses

 
 

AI Agent for Ticket Preparations

Implementation guide

Deploying AI Agent for Ticket preparations concists from following steps. Each step is separately explained what it includes:

# Step Details
1 Basic configurations Provider configurations (URL, API key), technical product license.​
2 Definitions Lightweight definition session for confirming the desired process and use cases. Review the customer’s existing ticketing process and plan how to incorporate the AI nodes.
3 Technical class and attributes Add the necessary hidden technical attributes where the generated values are set by the workflow.​
4 Actions configurations Configuration of default actions.
5 Workflow configurations and process logic

Adding 7 nodes (one node per AI action) to point towards the 7 actions mentioned above. Add necessary workflow script nodes to set the values to actual target attributes. ​

Note: An existing workflow is required. If there is no workflow, it must be built.

6 Testing End-to-end testing.​

 

Basic configurations

  • Fill “Provider configuration
  • Install technical product license
 
 

Definitions

  • Lightweight definition session for confirming the desired process and use cases.
  • Review the customer’s existing ticketing process and plan how to incorporate the AI nodes.
  • Template used for ticketing process must have Workflow implemented in order to to take “Actions” into use.
 
 

Technical class and attributes

NOTE:

The configurations below represent the default solution setup available in M42 Baseline 2025.2. Configurations may not fit directly into an existing environment as-is and might need to be implemented differently to suit the target environment.

 

 

  • Add the necessary hidden technical attributes where the generated values are set by the workflow. Following classes are available in M42 Professional baseline 2025.2:
    • Ticket -template (workflow setting values into attributes)
    • Knowledge article -template (listener on Ticket -template copying values into these attributes)

 

 
 

Actions configurations

  • Configuration of default actions.
 
 

Workflow configurations and process logic

NOTE:

The configurations below represent the default solution setup available in M42 Baseline 2025.2. Configurations may not fit directly into an existing environment as-is and might need to be implemented differently to suit the target environment.

 

 

Following instructions are explaining which nodes needs to be added into workflow and also listener to copy details from Ticket to Knowledge article. Following logic is available in M42 Profesional baseline 2025.2

  • Ticket -template
    • Related nodes need to be added into Ticket workflow. These nodes are included in M42 Professional baseline 2025.2
    • Add listener to copy details to Knowledge article (Knowledge article creation while resolving the Ticket)

    <listener>
       <name>postsave.CREATE Knowledge article automatically while ticket is resolved 2025.2</name>
       <trigger>post save</trigger>
       <source_conditions boolean="AND">
           <source_condition>
               <value>
                   <attribute>
                       <code>related_solution</code>
                       <current_value>true</current_value>
                   </attribute>
                   <operator>IS NULL</operator>
                   <compared_value/>
               </value>
           </source_condition>
           <source_condition>
               <value>
                   <attribute>
                       <code>resolution</code>
                       <current_value>true</current_value>
                   </attribute>
                   <operator>IS NOT NULL</operator>
                   <compared_value/>
               </value>
           </source_condition>
           <source_condition>
               <value>
                   <attribute>
                       <code>create_knowledgearticle</code>
                       <current_value>true</current_value>
                   </attribute>
                   <operator>IS NOT NULL</operator>
                   <compared_value/>
               </value>
           </source_condition>
       </source_conditions>
       <action_chain>
           <name>Create knowledge article and clear selection</name>
           <action>
               <name>Clear knowledge article</name>
               <class>com.efecte.datamodel.entity.action.implementations.CreateDataCardAction</class>
               <configuration_item>
                   <name>ticket_details</name>
                   <value>$details$</value>
               </configuration_item>
               <configuration_item>
                   <name>ticket_subject</name>
                   <value>$subject$</value>
               </configuration_item>
               <configuration_item>
                   <name>ticket_resolution</name>
                   <value>$resolution$</value>
               </configuration_item>
               <configuration_item>
                   <name>listener_flag</name>
                   <value>Check</value>
               </configuration_item>
               <configuration_item>
                   <name>Reference from source</name>
                   <value>related_solution</value>
               </configuration_item>
               <configuration_item>
                   <name>Folder</name>
                   <value>knowledge_base</value>
               </configuration_item>
               <configuration_item>
                   <name>ticket_service_string</name>
                   <value>$service$</value>
               </configuration_item>
               <configuration_item>
                   <name>Template</name>
                   <value>knowledge_base_article</value>
               </configuration_item>
           </action>
           <action>
               <name>Clear checkbox</name>
               <class>com.efecte.datamodel.entity.action.implementations.ChangeDataCardValuesAction</class>
               <configuration_item>
                   <name>Value</name>
                   <value/>
               </configuration_item>
               <configuration_item>
                   <name>Code</name>
                   <value>create_knowledgearticle</value>
               </configuration_item>
           </action>
       </action_chain>
   </listener>

  • Knowledge article -template
    • Create workflow with following structure:
 
 

Testing

  • End-to-end testing.​
 
 

 

AI Action configurations

Following “Actions” are used in Ticket workflow for ticket data preparation. Configuration is based on baseline solution which might require changes based on individual environments:

Ticket - Semantic classification: Ticket type

Unique name (name of the Action for the admin to recognize it): Ticket - Semantic classification: Ticket type

User title (title of the Actions shown for the user): Change ticket type

Description (description of the Action to instruct the user): Sometimes users may report their issue as a problem even though it is something else: e.g. a query or request.

Prompt instruction: You are an AI assistant analyzing service management tickets. Your task is to classify the ticket type based solely on the content of the Details attribute. Rules: Incident: Use this if the Details describe: - A disruption, outage, or malfunction (e.g., 'The system is down,' 'I can’t log in'). - A problem requiring urgent resolution (e.g., 'Error 500 when submitting a form'). - Any issue impacting normal operations. Request for Information: Use this if the Details describe: - A question or inquiry (e.g., 'How do I reset my password?', 'What are the office hours?'). - A request for guidance, documentation, or clarification. - No active problem or disruption is mentioned. Output Requirements: - Respond with only one word: Either Incident or Request for Information. - No additional text, explanations, or quotation marks—just the classification.

Context attribute suggestions: Details

 
 

Ticket - Semantic classification: Service

Unique name (name of the Action for the admin to recognize it): Ticket - Semantic classification: Service

User title (title of the Actions shown for the user): Suggest classification (Service)

Description (description of the Action to instruct the user): Based on content of the ticket, let AI suggest classification.

Prompt instruction: Analyze the ticket content and classify it into ONE of these services: Access rights, Application Deployment, Application Development & Update, Application Monitoring, Capacity Management, Data Backup and Recovery, Desktop & End User Support, Device as a Service, Email, Facilities, Finance, HR, Legal, License Management, Marketing, Network Connectivity, Network Security, Single Sign-On, Software Installation and Updates, Virtualization Services, VPN Access, Wireless Network Management Instructions: Read the ticket description carefully Identify key technical terms, user requests, and problem context Match to the most relevant service category If multiple categories seem relevant, choose the PRIMARY issue Return ONLY the exact service name from the list above If uncertain, choose the closest match Response format: Service Name Only

Context attribute suggestions: Subject, Details

 
 

Ticket - Summarize e-mail messages

Unique name (name of the Action for the admin to recognize it): Ticket - Summarize e-mail messages

User title (title of the Actions shown for the user): Summarize e-mail messages

Description (description of the Action to instruct the user): Summarizing all e-mail messages

Prompt instruction: Service desk agent might get a ticket where is long e-mail thread and the real issue migh disappear inside the long messaging thread. Make a short summary so Service desk agent gets easily the idea, what is going on and if some troubleshooting has been done already by customer. Summarization must always have prefix "Short summarization of original issue according to conversation in e-mails:" Prefix must not include quotation marks.

Context attribute suggestions: File attachments, E-mail messages

 
 

Ticket - Assign Ticket to a Team

Unique name (name of the Action for the admin to recognize it): Ticket - Assign Ticket to a Team

User title (title of the Actions shown for the user): Assign Team

Description (description of the Action to instruct the user): Based on topic of the issue, let AI assign Ticket to proper Team for handling the issue

Prompt instruction: Based on service management ticket data and assign it to the appropriate team based on these guidelines: Team Responsibilities: Business Services: Handles business-related issues such as: Business process questions Business application support Business workflow issues Business documentation Department-specific business requests Facility Team: Manages facility-related matters including: Building maintenance Office equipment (non-IT) Physical security access Climate control Cleaning services Office supplies Workspace arrangements HR Support Team: Handles all HR-related inquiries such as: Employment questions Benefits and compensation Training and development Employee relations Recruitment Workplace policies Time and attendance Service Desk Level 1: Manages all IT-related issues including: Computer hardware/software problems Network connectivity Account access Password resets Email issues Printer problems IT equipment requests Application support Print only the name of suggested team

Context attribute suggestions: Subject, Details

 
 

Ticket - Resolution to customer

Unique name (name of the Action for the admin to recognize it): Ticket - Resolution to customer

User title (title of the Actions shown for the user): Resolution to customer

Description (description of the Action to instruct the user): Generate a precise resolution which is visible to the customer.

Prompt instruction: You are an AI Service Desk Assistant. Analyze the ticket details, including text and any screenshots (e.g., bluescreens, error messages). Write a clear, polite resolution that: • Uses simple language suitable for any employee. • Acknowledges the screenshot explicitly (e.g., “Based on the screenshot…”). • Gives practical next steps or advice. • Explains technical terms in plain language. End with this disclaimer: “This suggestion is based on general best practices and may not reflect your company-specific systems or configurations. For issues that persist, please contact your IT support team.” Keep the response concise (3–6 sentences) and ready to send as-is.

Context attribute suggestions: Self-Service attachments, File attachments, Subject, Details

 
 

Knowledge article - Knowledge article creation

Unique name (name of the Action for the admin to recognize it): Knowledge article - Knowledge article creation

User title (title of the Actions shown for the user): Generate content for a Knowledge article

Description (description of the Action to instruct the user): Generate content for a Knowledge article

Prompt instruction: As a Knowledge Manager, use provided service management data to create a knowledge base article for Service Desk Agents. Include: Overview: Issue intro from data. Symptoms: Key indicators from data. Troubleshooting: Steps and tools from data. Resolution: Recommended fix. Prevention: Best practices. References: Related links. Ensure clarity and actionability.

Context attribute suggestions: Ticket details, Ticket subject, Ticket resolution

 
 

Knowledge article - Generate title for Knowledge article

Unique name (name of the Action for the admin to recognize it): Knowledge article - Generate title for Knowledge article

User title (title of the Actions shown for the user): Generate title for Knowledge article

Description (description of the Action to instruct the user): Based on a solution description, generate title for Knowledge article

Prompt instruction: As a Knowledge manager I want to create descriping, user friendly, understandable title for Knwledge article. Title should be enough short but well describing the solution. So that Service desk agent could easily select correct knowledge article by it's title. Print only the actual title, e.g no quotation marks needed around title.

Context attribute suggestions: Article details

 
 

 

 

Useful platform settings

  • ai.max.prompt.length – Defines maximum prompt length that the admin can set
  • ai.system.prompt - Defines default behavior for all features
  • ai.actions.prompt - Adjust default behavior of Actions
  • ai.writingAssistant.prompt - Adjust default behavior of Writing assistance
  • ai.actions.monthly.usage.limit – limit how many transactions can be used monthly (cost management)
  • ai.request.timeout.seconds – defines how long ESM waits for AI responses (useful in complex scenarios)

Troubleshooting

If you run into any issues in the use, make sure to check following:

Features are not triggered / there are errors:

Error messages should pinpoint to the issues in the configuration or connection, but if you are unsure, make sure the following has been set:

  1. Make sure API URL and keys are set as they should
  2. Make sure the feature is not disabled with the platform setting
  3. Make sure the monthly usage limit is not reached (adjust in platform settings, if possible from cost perspective)
  4. Check m42_intelligence logs for issues
  5. With AI Workflow node: Consider using exceptions to make sure data cards are handled properly regardless of error situations (e.g. roll back to previous stage)
    M42 Intelligence logs are useful for troubleshooting

 

Responses are not good enough:

  1. Make sure the context attributes have (relevant) values
  2. Adjust the prompts for the use cases
    1. Configuration prompt
    2. Adjust Actions / Writing assistance system prompt only if necessary
    3. We recommend not adjusting the general system prompt

 

Responses are not consistent:

  1. Make sure expected data in context attributes is found
  2. Make sure the prompts do not conflict
    1. General system prompt
    2. Actions / Writing assistance system prompts
    3. Action / Writing assistance configuration prompt

AI Agent for Ticket Preparation

 

Krok 4 – Testowanie i regulacja

Przetestuj wynik każdego przypadku użycia, używając kart danych rzeczywistych na skonfigurowanych szablonach, aby upewnić się, że wygenerowana treść ma sens w kontekście Twoich przypadków użycia. Dodaj bardziej szczegółowe instrukcje do podpowiedzi, jeśli uznasz to za stosowne.

Obsługa rozpoznawania obrazu

Rozpoznawanie obrazu jest obsługiwane przez M42 Intelligence Actions od wersji ESM 2025.2.

Możliwe jest przesyłanie obrazów PNG i JPEG (z atrybutów za pomocą obsługi FileUpload) i używanie monitów do uzyskiwania danych wyjściowych, takich jak opis obrazu, a następnie wykorzystywanie ich w dalszych wnioskach i dowolnych danych wyjściowych.

Można go używać w następujących przypadkach:

  • Tłumaczenia
  • Streszczenie
  • Tworzenie rezolucji
  • Tworzenie treści do artykułu KB

Notatka

W tej chwili obsługiwane TYLKO przez OpenAI i Azure OpenAI .

Jeżeli podjęto próbę wysłania większej ilości danych, niż można obsłużyć w oknie kontekstowym, w odpowiedzi nie zostaną uwzględnione wszystkie dane (maks. 5 MB).

W przypadku Azure OpenAI tylko gpt-4o obsługuje pliki.

Dwa nowe ustawienia platformy. „ai.images.max.size.mb” kontroluje całkowity maksymalny rozmiar wszystkich obrazów osadzonych w żądaniu, a „ai.images.max.count” kontroluje całkowitą liczbę obrazów w żądaniu.

Dokumentacja OpenAI - https://platform.openai.com/docs/g uid es/images?api-mode=chat

Rozwiązywanie problemów

Pro : Reakcje są przerywane

Jeśli odpowiedzi generowane przez generatywną sztuczną inteligencję zostaną skrócone, obejściem jest dodanie ograniczenia do rozmiaru odpowiedzi. Można to zrobić, wyświetlając na przykład komunikat: „Ogranicz odpowiedź do 1000 znaków”.

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