Create Conversation Starters

Overview

In this video, you'll learn how to create conversation starters in the Genai factory so users can begin a chat with a ready-made prompt instead of a blank input box. This is designed for anyone configuring the Genai platform. Whether you're an Infor consultant, a partner, or a customer who wants to make an agent's capabilities easier for users to discover. A conversation starter is a suggested prompt that appears when a user opens a new chat in the Genai Assistant. Selecting one submits the prompt automatically, so the user does not need to know the right phrasing to get started. If the prompt includes a variable, the text is added to the input box instead, so the user can fill in the missing detail before sending it. You would use this when you want to guide users toward the requests an agent already handles well, such as checking a profile or reviewing security roles. This typically happens after an agent is built and tested, and before it is rolled out to a broader group of users.

📋 Requirements

Access Requirements

• Access to the Infor GenAI Application
• Permissions to use the GenAI Factory (See requirements in GenAI Factory Introduction for security roles)
• An already built and tested agent enabled in the factory.
• This video will use the IFS User Administration agent from the Creating Agents video.

Tutorial

1. Navigate to the GenAI application > Factory > Conversation Starter
2. Click Add
3. In the conversation starter field, write the question or command exactly as the user will see it. Write the text so it matches what the intended agent is scoped to handle. For the IFS agent in the video, we will write “What applications do I have access to?”
   • The logical ID prefix lets you prioritize this conversation starter so it appears for a specific application and the screen ID does the same for a specific screen.
   • For the video example, we will use lid://infor.ifsservice
4. Click Save. You should now see the conversation starter in the list.
5. When you start a new chat in the GenAI assistant, you will now see the prompt in the list of conversation starters below the text input box.

Variable Conversation Starters

When creating a variable conversation starter, variables such as {Application Name} may be used in the prompt. In the video, we show how the prompt “What are my security roles for {Application Name}?” The variable is formatted in curly braces and it tells the genai assistant that this part of the prompt needs to be filled in by the user rather than submitted as is.