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AI configuration assistant

AI configuration assistant

Chat with an AI assistant that proposes config changes — views, fields, pipelines — for you to review and apply.

Reviewed AdminVertiqa 1.54+

The AI settings page is a chat-driven configuration assistant. You describe what you want (a new view, a custom field, a pipeline tweak) and the assistant proposes the change. You decide whether to apply.

This is a settings tool for admins — it changes your workspace's configuration. For the everyday Assistant that answers questions and logs calls or creates tasks, use the panel on the right rail (⌘J). And despite the similar name, this page is not where you choose which AI provider processes your chat prompts — that's Settings → AI Provider.

Layout

  • Chat surface — scrollable conversation history.
  • Input box — type your request; clear history with the clear control.
  • Config-type selector — auto, view, field, or pipeline. Use auto when you're not sure; pick a specific type when you want to scope the assistant's reasoning.
  • Example prompts — short list of starting points for common config requests.
  • Preview cards — when the assistant proposes a change, it appears as a preview you can review before applying.

How it works

  1. Describe the change in plain language ("Add a custom field for warranty expiration date on accounts").
  2. The assistant proposes the change, showing exactly what will be created or modified.
  3. You apply, regenerate, or reject.

Tips

  • Be specific about entity and intent. "Add a date field" is ambiguous; "Add a date field called 'Warranty expires' on the account entity" is not.
  • Always review the preview. The assistant gets close, not perfect. Apply only after you've checked.
  • For complex multi-step config (a new entire pipeline with custom stages and fields), break it into separate requests rather than one giant prompt.