AI Assistant
SurveyMars design wizard now features an AI-powered quick find and setup assistant that intelligently matches your requirements with available features and automatically configures settings. This feature helps streamline survey design by understanding your needs and suggesting appropriate configurations, saving time and ensuring optimal survey setup.
Feature Access
1. Navigate to the design wizard page for your survey.
2. Locate the "AI Assistant " entry point on the design wizard page.
3. Click the entry point to open the AI Assistant dialog box.
Using AI Assistant
1. In the AI Assistant dialog, enter your requirements or needs in the input field.
2. The AI will analyze your input and match it with available features and configuration requirements from the system's feature list.
3. Continue the conversation by adding more details or modifying your requirements in the dialog.
- You can send multiple messages to refine your needs
- The AI will consider all your inputs to provide better matches
Confirming Matched Features
1. Once the AI finds matching features, a confirmation dialog will appear displaying the matched functions and their settings.
2. Review the matched features and settings information.
3. Remove unwanted features:
- If certain matched features are not needed, you can delete them directly from the confirmation dialog
- Deletion does not require secondary confirmation
4. Handling conflicting settings:
- If matched AI settings have conflicting options (mutually exclusive items), the system will prompt you to remove conflicting options before setup can succeed
- You must resolve conflicts by deleting the conflicting options
5. Confirm the setup:
- Click the "Confirm" button to apply the settings and display a success message
- Click the "Cancel" button if you do not want to apply the settings
Automatic Setup and Configuration
1. When the AI matches both a function and specific configuration requirements, the system will automatically set or enable the corresponding settings.
2. After automatic setup, the configured features will display detailed setting information in the confirmation dialog.
3. An "Go to modify" entry point will appear next to features that have been automatically configured.
4. Click the "Go to modify" button to open the corresponding settings page in a new window and automatically navigate to the specific setting location.
Manual Setup for Matched Features
1. If the AI can only match a function without specific configuration requirements, the matched feature will display a "Go to Settings" entry point instead of detailed settings.
2. Click the "Go to Settings" button to open the corresponding settings page in a new window.
3. The settings page will automatically navigate to the specific setting location for your convenience.
Viewing Applied Settings
1. After AI-enabled settings are successfully applied, corresponding display entry points will be added to the design wizard page.
2. These entry points allow you to quickly locate and view the configured settings.
3. Click on any entry point to navigate directly to the corresponding settings section.
Handling Unsupported Features
1. If a matched feature is not supported by your current survey type, the system will display a notification when you click "Go to Settings".
2. The message will inform you that the current survey type does not support setting this feature.
3. Consider modifying your survey type or choose alternative features that are compatible with your current survey type.
Important Notes
- The AI Assistant feature only matches functions from the predefined system feature list and does not add other functions
- If there are no specific configuration requirements, the system will only display the matched function without showing setting information
- You can remove unwanted features directly from the confirmation dialog without secondary confirmation
- Conflicting or mutually exclusive settings must be resolved before setup can succeed
- Features that are automatically configured will show detailed settings and an "Edit" entry point for further customization
- Features that only match functions without auto-configuration will show a "Go to Settings" entry point
- Applied settings will have corresponding entry points on the design wizard page for quick access
- The system will notify you if a matched feature is not supported by your current survey type
FAQs
Q1: How accurate is the AI feature matching?
A: The AI analyzes your input requirements and matches them strictly against the predefined system feature list. It only returns matched functions and their configuration information, ensuring accuracy and relevance to your needs.
Q2: Can I add custom features that are not in the system list?
A: No, the AI Assistant feature only matches functions from the predefined system feature list. It does not add or suggest features that are not part of the available system functions.
Q3: What happens if I remove a feature from the confirmation dialog?
A: Removing a feature from the confirmation dialog will exclude it from the setup. This action does not require secondary confirmation, and the removed feature will not be applied when you click "Confirm".
Q4: How do I handle conflicting settings?
A: If the AI detects conflicting or mutually exclusive settings, you will receive a prompt to remove the conflicting options. You must delete the conflicting options before the setup can succeed.
Q5: Can I modify the auto-configured settings?
A: Yes, features that have been automatically configured will display an "Edit" button. Clicking this button opens the settings page in a new window, automatically navigating to the specific setting where you can make modifications.
Q6: What is the difference between "Edit" and "Go to Settings"?
A: "Edit" appears for features that have been automatically configured with specific settings, allowing you to modify those settings. "Go to Settings" appears for features that were matched but require manual configuration, taking you directly to the settings page.
Q7: What should I do if a feature is not supported by my survey type?
A: If a matched feature is not supported by your current survey type, the system will display a notification when you attempt to access its settings. You may need to change your survey type or select alternative compatible features.
Q8: Can I continue the conversation with AI after getting initial results?
A: Yes, you can continue the conversation in the AI Assistant dialog to add more details or refine your requirements. The AI will consider all your inputs to provide better feature matches.
Q9: Where can I find the settings that were automatically configured?
A: After AI-enabled settings are successfully applied, corresponding entry points will be added to the design wizard page. You can click these entry points to quickly locate and view the configured settings.
Q10: What happens if I click "Cancel" in the confirmation dialog?
A: Clicking "Cancel" will close the confirmation dialog without applying any settings. The feature finding process will be considered successful, but no configurations will be made to your survey.
