Managing AI actions
Introduced in 2024.2
Alloy Navigator includes a set of system AI actions for text-processing tasks and allows you to create custom AI actions tailored to your needs. You can manage these actions in the
How AI actions work
AI actions are accessible to all Web App users in every HTML text field under the AI Assistance 
button, across all objects and tasks.
Every action starts a conversation with the AI assistant, using the field's value as input data. If the field is empty, the assistant prompts the user to provide text. The AI then performs the task based on the selected action (summarize, improve, translate, etc.) and places the result in the conversation.
Users can quickly replace the original text with the new one using the Replace and close button, allowing them to swiftly continue their work. Alternatively, they can keep interacting with the AI assistant in the in the conversation until the desired result is achieved. This seamless integration streamlines text processing, making it faster and more intuitive for users to complete tasks.
For AI actions to be available, these conditions must be met:
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AI assistance must be globally enabled (see Turn AI assistance on or off)
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The AI provider must be set up, and the API key must be provided (see Configure AI integration)
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The specific AI action must be enabled (see Disable and enable AI actions below)
System AI actions
Alloy Navigator offers the following system AI actions:
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Summarize: Quickly transform lengthy descriptions into clear, concise summaries, helping to grasp essential details
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Improve: Enhance the quality of your writing by refining tone, structure, and clarity to ensure your communication is both professional and effective
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Translate to English: Instantly translate text to facilitate communication with clients or teams in different regions
System AI actions cannot be modified or deleted; they are permanent features of the system. However, you can change their display order, disable specific actions, and re-enable them as needed. This flexibility ensures that your AI actions are always aligned with your organization's needs.
Disable and enable AI actions
Disabled AI actions are hidden from users, ensuring they cannot access or use them.
To disable or enable an AI action:
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Go to AI Integration > AI Configuration and double-click the action you want to manage.
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To disable the action, clear the Enabled checkbox. To enable it, select the checkbox.
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Save your changes.
Change the display order of AI actions
By default, Alloy Navigator displays under the AI Assistance button in the order they were created. However, you may want to rearrange them to prioritize certain actions or improve the workflow for users.
To rearrange AI actions:
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Go to AI Integration > AI Configuration and drag the actions by the grip bar
to the desired places.You can also use the Move Up and Move Down buttons at the top.
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Click Save to save your changes.
Create new AI actions
In addition to the standard AI-assisted actions available out of the box, Alloy Navigator allows you to enhance AI functionality through custom actions tailored to your specific workflows. Custom AI actions will immediately integrate across text fields, just as system ones.
See some ideas for custom AI actions:
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Translate to other languages: Add support for more languages to improve communication across regions
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Add screenshot context: Include key details from screenshots to enhance ticket descriptions
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Rephrase: Adjust text to match your company’s style and tone
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Correct spelling and grammar: Fix typos while keeping the original meaning intact
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Simplify: Make complex text shorter and easier to understand
To create a new AI action:
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Go to AI Integration > AI Configuration and click the + New button. The New Action pane appears.
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Enter the action Caption. This is the label for your action in the UI. It should be descriptive yet concise.
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In the Instruction field, specify the task you want the AI model to perform. This will be part of the prompt, where the field value (or user input for empty fields) will serve as input data.
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Select the Enabled checkbox to make the new action immediately available.
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Click OK to save the new action.