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M42 Intelligence Writing Assistance Administratörsmanual

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M42 Intelligence Writing Assistance Administratörsmanual

Introduktion

M42 Intelligence Writing Assistance är en generativ AI-funktion i Matrix42 Service Management-verktyget, som drivs av stora språkmodeller för att göra det möjligt för supportagenter att kommunicera mer effektivt med slutanvändarna via e-post. Användare av M42 Intelligence Writing Assistance kan:

  1. Generera enkelt kontextuella svar, till exempel första svar eller avslutande e-postmeddelanden för att kommunicera lösningar
  2. Autokorrigera skrivfel från markerad text
  3. Slutför e-postmeddelanden från agenternas utkast medan de väljer ut texten i sitt e-postutkast som ska kompletteras med ytterligare kontextuell data.

Administratörer kan definiera snabbinstruktioner för vart och ett av dessa användningsfall, vilket gör att de kan användas i specifika sammanhang, med målgruppen och företagets behov i åtanke.

Den här artikeln går igenom de nödvändiga stegen för att aktivera M42 Intelligence Writing Assistance i ESM version 2024.1 med hjälp av Matrix42 GenAI , OpenAI eller Azure OpenAI integration.

Instruktioner för äldre ESM-versioner finns i M42 Intelligence AI-arkivet .

Förkunskapskrav

M42 Intelligence Writing Assistance är tillgänglig för en gratis provperiod för upp till 1000 genererade svar per månad under en obegränsad tidsperiod. Antalet genererade svar per månad kan spåras på administratörssidan M42 Intelligence Writing Assistance . Du behöver en lämplig licens om du behöver använda M42 Intelligence Writing Assistance för mer än 1000 genererade svar per månad.

Från och med 2025.1 är den maximala längden för ett enskilt svar 1000 tokens. En token (AI) är en textbit (ord, delar av ord eller tecken) som bearbetas av AI-modellen. Till exempel är " The quick brown fox " 4 tokens.

För att aktivera testversionen av funktionen, gå till ESM-administration, gå till Underhåll → Systeminställningar → M42 Intelligence → Writing Assistance och tryck på alternativet Starta testversion .

Observera att den kostnadsfria provperioden inte inkluderar tillgång till någon generativ AI-leverantör. Alternativ som stöds för generativ AI listas nedan.

Stödda generativa AI-leverantörer

För att börja konfigurera M42 Intelligence AI Writing Assistance behöver du tillgång till en stor språkmodell som hanteras av generativa AI-leverantörer som stöds. Välj bland alternativen nedan.

Tekniska krav för att använda M42 Intelligence AI Writing Assistance

HTTPS-trafik i port 443 måste tillåtas för att ESM med M42 Intelligence Writing Assistance ska kunna ansluta till olika generativa AI-leverantörer.

M42 Intelligence Inställningar Writing Assistance underrättelser

Detta är en introduktion till inställningarna för M42 Intelligence Writing Assistance , som du kan använda för att anpassa beteendet hos M42 Intelligence AI Writing Assistance .

För att hitta inställningarna M42 Intelligence Writing Assistance , gå till ESM-administration → M42 Intelligence AI-inställningar → E-posthjälp

För att hitta inställningarna M42 Intelligence Writing Assistance -plattformen, gå till ESM-administration → Underhåll → Systeminställningar → Redigera plattformsinställningar.

Steg 1 - Översikt

I inställningarna ser du först följande information:

Status:

I statusavsnittet ser du en statuslampa för Matrix42 GenAI (inte tillgängligt för OpenAI ) och en statustext som visar om Matrix42 GenAI är tillgängligt.

Användande:

Användningsavsnittet ger dig ytterligare information om användningen av funktionen.

  • Du kan se om du använder testversionen (upp till 1000 genererade svar per månad) eller den fullständiga versionen av M42 Intelligence AI Writing Assistance
  • Dagar kvar av provperioden.
  • Totalt antal genererade svar denna månad för alla funktioner (Generera, Korrigera, Slutför) (Du ser gränsen endast om du använder testversionen)

Steg 2 - Konfiguration av generativ AI-leverantör

För att göra M42 Intelligence Writing Assistance tillgänglig för användarna måste en anslutning till den generativa AI som driver funktionen konfigureras.

När du har valt din leverantör av generativ AI, följ de leverantörsspecifika instruktionerna nedan.

Konfiguration av Pro med Matrix42 GenAI

Matrix42 hanterar installationen av Matrix42 GenAI tjänsten och M42 Intelligence Writing Assistance funktionen åt dig så att du kan fokusera på att använda funktionen.

Konfiguration av Pro med OpenAI (ta med din egen)

Du kan ansluta ditt befintliga OpenAI -konto för att använda det med M42 Intelligence AI Writing Assistance .

Observera att när du ansluter ditt befintliga OpenAI konto till M42 Intelligence AI Writing Assistance är du ansvarig för att hantera ditt konto och relaterade kostnader i OpenAI -tjänsten. Kontrollera aktuella priser och detaljer direkt från OpenAI : https://openai.com/api/

Du ansvarar också för att lagra din API nyckel säkert efter att du har placerat den i inställningarna för M42 Intelligence AI Writing Assistance . När den har ställts in kan API nyckeln inte ses i ESM-plattformen. Om du förlorar din API nyckel och behöver ange den igen i ESM av någon anledning måste du generera en ny API nyckel i OpenAI -plattformen.

För fullständig uid om hur du genererar API nyckeln i ditt OpenAI -konto, vänligen se OpenAI dokumentationen: https://platform.openai.com/docs/quickstart / https://platform.openai.com/docs/quickstart/step-2-set-up-your-api-key Du behöver inget annat från OpenAI -plattformen, förutom API nyckeln, om du inte vill använda andra modeller än standardmodellerna (listade nedan).

Innan du kan konfigurera M42 Intelligence Writing Assistance med Azure OpenAI behöver du göra följande:

  1. OpenAI -konto
  2. OpenAI API lösenord
Miljö Standardvärde Ytterligare information
URL API slutförande av AI-leverantör: https://api.openai.com/v1/completions Används för korrekta och fullständiga funktioner
URL API generering av AI-leverantör: https://api.openai.com/v1/chat/completions Används för att generera funktionen
API för hälsokontroll av AI-leverantör: Stöds inte Används för att visa status för Matrix42 GenAI , stöds inte med OpenAI
Lösenord för AI-leverantörens API : Skapa i OpenAI -plattformen API nyckel för att tillåta åtkomst, spåra användning och hantera kostnader.
Tillåt språkval för AI-funktioner Aktiverad M42 Intelligence Writing Assistance med Matrix42 GenAI har ännu inte stöd för flera språk, så den här funktionen bör vara avstängd för Matrix42 GenAI .

Obs: M42 Intelligence Writing Assistance har som standard GPT-3.5-Turbo-instruct för korrekta och fullständiga funktioner och GPT-3.5-Turbo för genereringsfunktion . Om du vill använda en annan färdig eller anpassad modell måste du ändra modellerna i följande plattformsinställningar:

Plattformsinställning Stödda värden Information
Matrix42 Gpt.openai.completion.model

  • gpt-3.5-turbo-instruktion
Stor språkmodell som används för att driva kompletteringsfunktionerna Korrekt och Komplett (endast gpt-3.5-turbo-instruct stöds med nyckelfärdig OpenAI ).
Matrix42 Gpt.openai.generation.modell

  • gpt-3.5-turbo
Stor språkmodell som används för att driva funktionen Generate (endast gpt-3.5-turbo stöds med nyckelfärdig OpenAI ).

Konfiguration av Pro med Azure OpenAI

För att börja använda M42 Intelligence Writing Assistance med Azure OpenAI måste du konfigurera Azure OpenAI tjänsterna enligt Azure OpenAI - uid : https://learn.microsoft.com/en-us/azure/ai-services/openai/overview

Innan du kan konfigurera M42 Intelligence Writing Assistance med Azure OpenAI behöver du följande:

  1. Åtkomst till Azure OpenAI tjänster
  2. Azure OpenAI tjänsten som körs i din valda region
  3. Azure OpenAI distributioner för textgenerering och textkomplettering med hjälp av din föredragna GPT-modell eller en anpassad modell
  4. API URL:er för Completion och Chat Completion API som pekar på dina distribuerade modeller (se Konstruera API URL:er nedan)
  5. API nycklar för att få åtkomst till dina distribuerade modeller
Miljö Exempel Ytterligare information
URL API slutförande av AI-leverantör: https://yourtestenv.openai.azure.com/openai/deployments/gpt-instruct/completions?api-version=2023-07-01-preview Används för korrekta och fullständiga funktioner
URL API generering av AI-leverantör: https://yourtestenv.openai.azure.com/openai/deployments/gpt-instruct/chat/completions?api-version=2023-07-01-preview Används för att generera funktionen
API för hälsokontroll av AI-leverantör: Stöds inte Används för att visa status för Matrix42 GenAI , stöds inte med Azure OpenAI
Lösenord för AI-leverantörens API : Skapa i OpenAI -plattformen API nyckel för att tillåta åtkomst, spåra användning och hantera kostnader.
Tillåt språkval för AI-funktioner M42 Intelligence Writing Assistance med Matrix42 GenAI har ännu inte stöd för flera språk, så den här funktionen bör vara avstängd för Matrix42 GenAI .

Obs: M42 Intelligence Writing Assistance har som standard GPT 3.5-Turbo-instruct för korrekta och fullständiga funktioner och GPT-3.5-Turbo för genereringsfunktion . Om du vill använda en annan färdig eller anpassad modell måste du ändra modellnamnet i följande plattformsinställningar:

Plattformsinställning Standardvärde(n) Information
Matrix42 Gpt.azure.completion.model gpt-3.5-turbo-instruktion Stor språkmodell som används för att driva kompletteringsfunktioner Korrekt och Komplett
Matrix42 Gpt.azure.generation.model gpt-3.5-turbo Stor språkmodell som används för att driva Generate-funktionen

Konstruera API URL:er

Efter att du har driftsatt din OpenAI tjänst och modell kan du skapa API länkar enligt följande:

API för textkomplettering:

https://<OPENAI_DEPLOYMENT_NAME>.openai.azure.com/openai/deployments/<COMPLETION_MODEL_DEPLOYMENT_NAME>/completions?api-version=< API _VERSION_NAME>

API för textgenerering:

https://<OPENAI_DEPLOYMENT_NAME>.openai.azure.com/openai/deployments/<GENERATION_MODEL_DEPLOYMENT_NAME>/chat/completions?api-version=< API _VERSION_NAME>

Ytterligare steg, såsom budgetaviseringar, förbättrad nätverkssäkerhet och identitetshantering, kan vara nödvändiga för en produktionsinstallation. Se Microsoft Azure -dokumentationen för bästa praxis för att hantera Azure -distributioner. Observera att du är ansvarig för eventuella Azure OpenAI kostnader som uppstår med M42 Intelligence AI Writing Assistance . M42 Intelligence Writing Assistance kontaktar Azure OpenAI tjänsten endast när agenten använder funktionen för att generera, korrigera eller slutföra meddelanden.

Vi rekommenderar att du regelbundet konsulterar den officiella dokumentationen för Microsoft Azure , eftersom det är den mest tillförlitliga och aktuella informationskällan om hur Azure OpenAI -tjänster fungerar.


Du kan läsa mer om API versionering här: https://learn.microsoft.com/en-us/azure/ai-services/openai/reference

För att ändra storleken på kontextfönstret i tokens, använd inställningen Plattform:

  • Matrix42 GenAI : efecte GenAi .model.context.size
  • OpenAI och Azure AI-kontextstorleken är inställd på 16 000 och kan inte ändras.

För att ändra storleken på svarsfönstret i tokens, använd inställningen Plattform:

  • Matrix42 GenAI : efecte GenAi .completion.response.size
  • OpenAI : efecteGpt.openai.completion.response.size
  • Azure : efecteGpt.azure.completion.response.size

Steg 3 - Anpassa beteendet

M42 Intelligence Pro mpt Management in M42 Professional

In M42 Professional both M42 Intelligence Writing Assistance and Actions behavior is customized by creating and adjusting prompts.

Writing assistance is used to help users improve their input on supported attributes.

Actions is used to help users extract key information and create useful content using contextual data and configurable prompts. They are available in a dedicated user interface or can be triggered automatically through workflows.

Customizing the Behavior

You can further customize the behavior and availability of M42 Intelligence Writing Assistance and Actions by creating and adjusting prompts for each feature.

Create a New Prompt

To create a new prompt, click on the "+Add" button. This opens the new prompt configuration window:

  • Unique name - Name of the prompt. Must be unique.
    • Example: Complete_1
  • User title - Name shown for the user. Should be in a more human readable form.
    • Example: Complete the text
  • Description - Description for the prompt.
    • Example: Complete user's text with a detailed resolution
  • Prompt instructions - The actual prompt, which is sent to the AI.
    • Example: You are an AI assistant on an enterprise service management platform assisting a support agent. Your task is to rewrite the email draft into a clear, polished message in fluent language. Use a neutral ending to offer help if the issue continues.
  • Writing assistance mode -  Only for “Writing assistance” feature.
    • Text improvement - Improving existing text.
    • Text creation - Creating new text from context (templates, attributes, data cards, etc.).
  • Visibility
    • Visible: Action is shown in the data card for the target attribute.
    • Hidden: Action is not shown in the data card for the target attribute.
  • Template - Template where the prompt is used.
    • Example: Ticket
  • Context attributes
    • Example: Support Email
  • Target attribute
    • Example: E-mail discussions

Prompt Guidelines

To provide the instructions, follow these guidelines for the language model regarding the format and language it should use in the responses. Use these settings to adjust the agent experience based on, for example, the following factors:

  1. Goals and Objectives: Clearly define the primary goals and objectives of M42 Intelligence AI Writing Assistance. What kind of support do you want it to provide? Who is the person writing the email? Understand what kind of information or responses you want from the model. You can start with the default instructions and adjust as you see fit based on the rest of the factors below. For example, when used by IT support agents, you should mention it in the prompt, “Act as an IT support agent.” Please note that the same instructions apply to all configured templates.
  2. Brand tone and voice: Specify the tone and voice used in responses. Is it formal, informal, professional, friendly, or technical? The guidelines should reflect the brand's personality in customer communication. For example, you can instruct the generative AI to keep the answers short and straight to the point.
    Cultural Sensitivity and Courtesy: Specify cultural sensitivity and courtesy guidelines. Make it clear how the model should handle sensitive topics, controversial issues, or potentially offensive content. You can instruct the model to be respectful and avoid bias.
  3. Specific use cases: Define any specific use case or behavior you want to enforce in the responses. For example, you can instruct the model to ask clarifying questions to further help with troubleshooting.
    Answer format details: Based on the user expectations and organizational communication habits, it might be a good idea to instruct the language model to produce more compact or lengthier responses in varying levels of detail. Additionally, the available data the agent selects can vary each time a response is generated, leading to varied experiences. You can also guide on the format of the responses and what kind of structure should be followed.
  4. Relevance and Accuracy: Emphasize the importance of providing accurate and relevant information. Instruct the model to prioritize accuracy over creativity and ask for more details if the required information is unavailable on the ticket data.

If you want to customize the prompts, involving users in discussions early on is important to ensure the instructions meet their needs.

Test and Adjust

Test all the M42 Intelligence Writing Assistance functionalities (generate, correct and complete) in order to see how well the results are in line with expectations. Try using different context attributes. Listen to feedback from the users to adjust the instructions to fit required communication style. For using M42 Intelligence AI Writing Assistance, please see the following user guide. https://docs.Matrix42.com/effie-ai-email/how-to-use-effie-ai-email/ 

Troubleshooting

Problem: Responses cut short

If responses generated by the generative AI are cut short, a workaround is adding a limitation to the response size. This can be done by prompting, for example: “Limit the response to 1000 characters”.

Provider Configuration

To enable the M42 Intelligence Actions (Actions in 2024.1), select “Enable M42 Intelligence Actions.” This setting is not needed in 2024.2 and newer environments.

First, select the provider.

For bring-your-own AI subscriptions, you have OpenAI and Azure OpenAI options available, if you want to use your existing subscription to these service providers. If you wish to utilize your existing OpenAI or Azure OpenAI subscription, you are responsible for managing the account securely and any costs incurred by the use M42 Intelligence. Efecte is not responsible for the quality and availability of 3rd party services connected to M42 Intelligence.

Set the AI provider API password and URL pointing to the used language model.

 

In 2024.2, there will be an option to change the used model.

Warning

When using Efecte GenAI, changing the language model used without permission from Efecte R&D is not supported. Any changes can cause the application not to work or have unexpected behavior.

 

 

Important Provider Configuration Information

OpenAI

With OpenAI, use the following API URL https://api.openai.com/v1/chat/completions 

Crete API key in the OpenAI platform to be used as a password.

Azure OpenAI

With Azure OpenAI, get the API URL and API key from your Azure tenant administration. More details on how to set up Azure OpenAI, check Azure OpenAI documentation: https://learn.microsoft.com/en-us/azure/ai-services/openai/overview 

See details for prerequisites below.

Efecte GenAI

Efecte GenAI is Efecte's own large language model, that is currently being piloted. Efecte GenAI is run on European cloud, to make sure your data and information is being handled with care. To utilize Efecte GenAI with M42 Intelligence, please contact your Efecte representative.

Provider connection configuration with Azure OpenAI

To start using M42 Intelligence Email with Azure OpenAI, you will need to set up the Azure OpenAI services following the Azure OpenAI guide: https://learn.microsoft.com/en-us/azure/ai-services/openai/overview 

Before you can configure M42 Intelligence Email with Azure OpenAI, you will need to have the following:

  1. Access to Azure OpenAI services
  2. Azure OpenAI service running on your selected region
  3. Azure OpenAI deployments for Text generation and Text completion using your preferred GPT model or a custom model
  4. API URLs for Completion and Chat Completion API pointing to your deployed models (see Constructing API URLs below)
  5. API keys to gain access to your deployed models
Setting Example Additional information
AI provider API password:  Create in Azure OpenAI studio API key to allow access, track usage and manage costs. Make sure to save the API key in a secure location, in order to retrieve it for future use. It is not possible to view the key in ESM.
Actions API URL:  https://yourtestenv.openai.azure.com/openai/deployments/gpt-instruct/chat/completions?api-version=2023-07-01-preview Used for Generate feature
AI provider health check API:  Not supported Used for showing the status of Efecte GenAI, not supported with Azure OpenAI

Note: M42 Intelligence Email defaults to GPT 3.5-Turbo-instruct for Correct and Complete features and GPT-3.5-Turbo for Generate feature. If you wish to use a different ready-made or custom models, you need to change the model name in the following platform settings (starting in 2024.2 you can use the Model setting in the UI instead).

Platform setting Default value(s) Information
ai.provider.azure.Actions.model gpt-3.5-turbo Large language model used to power Actions.

 

Constructing API URLs

After deploying your OpenAI service and model, you can construct API links as follows:

 

Text generation API:

https://<OPENAI_DEPLOYMENT_NAME>.openai.azure.com/openai/deployments/<GENERATION_MODEL_DEPLOYMENT_NAME>/chat/completions?api-version=<API_VERSION_NAME>

 

 

Additional steps such as budget alerts, enhanced network security, and identity management might be necessary for a production setup. Please refer to the Microsoft Azure documentation for best practices for managing Azure deployments. Please note that you are responsible for any Azure OpenAI costs incurred using M42 Intelligence Email. M42 Intelligence Email contacts the Azure OpenAI service only when the agent uses the feature to generate, correct, or complete messages.

We recommend frequently consulting the official Microsoft Azure documentation, as it is the most reliable and up-to-date source of information on how Azure OpenAI services work.


You can read more about API versioning here: https://learn.microsoft.com/en-us/azure/ai-services/openai/reference 

M42 Intelligence (Actions & Writing Assistance) General Information and Prompts Guidance

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

 

 

 

 

 

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