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Response API in File Processing

Automate file processing workflows with intelligent chatbot integration

Why is the Response API Used in File Processing?​

The traditional file processing feature requires manual file selection and is not compatible with AI Mass Processing. The Response API for file processing provides several key advantages:

Current Limitations​

  • Manual File Selection: Users must manually select preferred files
  • No AI Mass Processing Support: Cannot be used for bulk operations
  • Limited Automation: Requires manual intervention for each file

Response API Benefits​

  • Automatic File Specification: Uses Data Context Mapping to automatically specify preferred files
  • Chatbot Integration: Provides an additional chat icon in the GPTfy console for file-related conversations
  • AI Mass Processing Support: Enables file processing in bulk operations
  • Reduced Manual Work: Significantly reduces time and effort required

How to Use Response API in File Processing​

Step 1: Create a Prompt​

  1. Create a prompt of Text or JSON type
  2. Check the Include File checkbox
  3. Set AI Model-File Processing field to Response API

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Step 2: Configure Data Context Mapping​

  1. Add Content Version as a related object to your target object
    • Example: Account → Content Version, Opportunity → Content Version
  2. Open the mapping for the Content Version object
  3. Add the Content Version ID field
  4. Optionally provide a Where Clause for specific file filtering

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Step 3: Configure and Activate Prompt​

  1. Provide the Prompt Command or Prompt Component as needed
  2. Activate the prompt

Step 4: Execute File Processing​

  1. Run the prompt in either:
    • Test Console (Test tab)
    • GPTfy Console (on the desired object's record)
  2. Do not select any file manually - the system will automatically process files based on your mapping configuration

Step 5: Interact with Results​

  1. Receive the response based on your prompt command/component
  2. For additional file information, use the Chat icon in the console
  3. Chat with the agent to get detailed information about the file contents

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Key Features​

Automatic File Processing​

  • Files are automatically selected based on Data Context Mapping
  • No manual file selection required
  • Supports bulk processing through AI Mass Processing

Chatbot Integration​

  • Chat Icon: Available only when AI Model-File Processing is set to Response API
  • Conversational Interface: Ask questions about file contents
  • Contextual Responses: Get detailed information about processed files

AI Mass Processing Support​

  • Process large numbers of files automatically
  • Generate reports based on file contents
  • Reduce manual work and time consumption

Use Cases​

Document Analysis​

  • Automatically analyze attached documents for specific objects
  • Extract key information from files without manual selection
  • Generate summaries or reports based on file contents

Bulk File Processing​

  • Process multiple files across different records
  • Create comprehensive reports from file data
  • Automate document review workflows

Conversational File Queries​

  • Ask questions about file contents through the chat interface
  • Get detailed insights about processed documents
  • Interact with file data in a natural language format

Important Notes​

  • The Chat Icon is only available when AI Model-File Processing is set to Response API
  • This feature works in both Test Console and GPTfy Console
  • Files are automatically processed based on your Data Context Mapping configuration
  • No manual file selection is required during execution

Benefits​

  • Automated Workflow: Eliminates manual file selection processes
  • Scalable Processing: Supports AI Mass Processing for bulk operations
  • Enhanced User Experience: Provides conversational interface for file interactions
  • Time Efficiency: Reduces manual work and processing time
  • Flexible Configuration: Supports various file types and filtering options