Work Smarter With AvSight and AI
Artificial intelligence, or rather AI, has become an integral part of our lives. Students, teachers, accountants, software developers, content creators, and so many others use AI to work more efficiently. AI is quickly becoming a game-changer in the aviation industry as well.
To effectively leverage AI, the right tech foundation is essential. Are your systems ready to embrace AI? In this article, we will take you through how AvSight’s pioneering platform sets our users up for AI success, and what the future holds for in-platform AI capabilities. We will also look into the best practices for using currently available AI tools.
automation tools. In this article, we delve into how the Salesforce flows work and how they can give your company a competitive advantage.
Understanding the Technology
Artificial Intelligence is a broad field that utilizes various technologies designed to mimic human intelligence. This technology ranges from machine learning to language processing tools that analyze large patterns of data or understand and respond to human language.
AI tools are typically broken down into two categories – predictive AI and generative AI. Predictive AI tools consume large amounts of data to identify trends and patterns that can be used to provide insights and predict future results. Use cases for predictive AI tools include financial modeling and operational forecasting. Generative AI tools can be used to create unique content and provide a tangible result, such as an article, instructions, or even an image. Some of the most popular AI tools, such as ChatGPT, Poe, Bing, and Bard fall into this category.
| AI Tool | Consideration |
| ChatGPT | It stands out as the most coherent and accurate tool. OpenAI recently released an update that introduced GPTs, which are task-specific AI tools that you can train with absolutely no coding knowledge. They also enabled web search and updated its database including information up until April 2023, making ChatGPT one of the most powerful AI tools available. |
| Poe | A tool that lets you switch between models/engines and compare results. This feature can be very useful when getting the best data out of these tools. |
| Bing | Bing which is owned by Microsoft is based on ChatGPT and it requires MS Edge to work. It is a handy tool to produce text and images, plus it is web-enabled as well. |
| Bard | A web-enabled AI tool. It’s based on Google’s PaLM and it is a powerful tool to research as it’s an AI tool integrated with Google search. A new update showcased how it can even be used to summarize YouTube videos. |
As you can see there are different AI tools available, and each has its strengths. These tools continue to evolve daily with enhanced capabilities. Ultimately it all comes down to what task needs to be executed and choosing the best AI tool based on its strengths.
Using AI Tools in AvSight
Being built on Salesforce with a cloud infrastructure provides AvSight users an excellent opportunity to leverage AI tools and integrate them into their workflows. AvSight’s data accessibility is another advantage. AI tools often crawl and scrape websites for information. AvSight’s knowledge base and all of Salesforce’s training have been scraped by these AI tools allowing users to generate specific and accurate guidance. Before we dive into the world of Salesforce-specific AI tools, let’s take a look at how companies leverage external AI tools.
Creating Flows – AI tools can significantly streamline the creation and debugging of flows in AvSight. They can suggest optimal flow designs based on specific business needs, offering step-by-step guidance. When it comes to debugging, AI can quickly analyze the flow, identify potential issues, and propose solutions, reducing the time and effort required for troubleshooting.
Reporting – For complex tabular reports, AI can assist in structuring the report, choosing the right data sets, and even interpreting the results. It’s also invaluable for researching new methods or solutions for specific problems, offering insights into best practices for Salesforce or AvSight setup and usage.
Crafting Content – It’s not just limited to operational work, AI tools also excel in generating creative content. They can be used to craft engaging marketing materials or persuasive prospecting emails, tailored to the target audience while saving significant time and resources.
AI is a very powerful tool that can handle a plethora of tasks. From complex tasks such as writing apex code and creating formula fields to strategies such as researching methods to solve problems and discovering best practices for Salesforce and AvSight usage, it can handle a wide variety of operational functions. AI can also help you with sales by generating prospecting emails, pointing you to the right help articles, helping by doing complex translations, and even helping individuals understand nomenclature and processes.
Prompting Best Practices in AI
Crafting effective prompts is key to harnessing the full potential of AI. Well-designed prompts result in more accurate and useful outputs. A common mistake is providing insufficient details when entering prompts. If a prompt is not specific, you’re unlikely to get the desired results. To illustrate, imagine hiring a contractor and asking them to build a structure – they could produce any number of building types within the parameters of your instructions, and would not likely create the structure that you had in mind. Now imagine that you asked them to build you a 1,800 square foot, 3 bedroom, 2 bath, craftsman style home with 2 stories and a brick exterior. With that level of detail, you’re much more likely to achieve your desired result. Providing similar levels of detail in your prompts will likewise yield better results.
It’s also important to practice data security principles when using AI tools. Data entered into most tools is not completely private and may be used in answers provided to other users. By going through the following best practices for prompting you can get the best results possible.
- Data Security:
- Never put sensitive data onto external GPT models
- Use an AvSight sandbox to test generative instructions
- Be intentional and specific:
- Use Salesforce-specific terminology (objects, fields, report type)
- Ask for step-by-step guidance:
- Example: “Can you provide step-by-step guidance on…”
- Segment Complex requests:
- Break complex requests into smaller chunks
- Iterate and Refine:
- Tweak and refine your prompt based on the response to guide your model to a better answer
- Provide Errors and Troubleshoot:
- If using GPT to help build a flow, it can understand most errors and provide resolutions
The following examples show how you can use details to create more effective prompts.
Instead of
Write me a Salesforce flow to send a notification when my inventory dips too low.
Try
Provide a step-by-step guide for creating a Salesforce flow to send a notification when inventory levels fall below a specific threshold. The flow should be triggered any time the “Quantity on Hand” field is updated. It should look at the “Minimum Stock Quantity” field for the part and send an email to the purchasing department if the “Quantity on Hand” is equal to or lower than the “Minimum Stock Quantity” for that particular item. The email notification should include the Part Number, Part Name, Minimum Stock Quantity, and Quantity on Hand.
Instead of
Write a marketing email about new arrivals
Try
Give me three options for marketing emails informing business customers of new arrivals. The audience is aviation parts distributors who have made a purchase in the last 60 days. Use a tone that is friendly, but still direct and professional. Emphasize the high quality of these new arrivals and that we can provide quick shipping times. Keep the email to 2 paragraphs or less and end with a call to action. Provide suggestions for subject lines as well.
With the right tools and strategies, AI tools can be powerful assets for differentiating your business. In this article, we’ve examined how to leverage widely available AI tools. But the future of AI is even brighter. AvSight’s dedicated team of AI engineers are working to create in-platform AI functionality that will give our customers a competitive advantage. In the next article, we’ll take a look at some of these possibilities, as well as, emerging AI capabilities from Salesforce.
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