Online Help | Desktop App

Managing AI Writing Assistance actions

Introduced in 2024.2

Updated in 2025

Alloy Navigator Express includes a set of system AI writing assistance actions for text-processing tasks and allows you to create custom actions tailored to your needs. You can manage these actions in the desktop Settings App, under AI Integration > AI Actions. This page lists system actions, explains how to enable or disable them and what to consider regarding data privacy, and how to create new AI writing assistance actions if needed.

How AI Writing Assistance works

AI Writing Assistance is accessible to all Web App users in every HTML text field under the AI Writing 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 writing assistance actions to be available, these conditions must be met:

System AI writing assistance actions

Alloy Navigator Express offers the following system AI writing assistance actions:

  • Summarize: Quickly transform lengthy descriptions into clear, concise summaries, helping to grasp essential details

  • Improve: Enhance the quality of your writing by refining tone, structure, and clarity to ensure your communication is both professional and effective

  • Translate to English: Instantly translate text to facilitate communication with clients or teams in different regions

System AI writing assistance 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 writing assistance actions are always aligned with your organization's needs.

Disable and enable AI writing assistance actions

Disabled AI writing assistance actions are hidden from users, ensuring they cannot access or use them.

To disable or enable an AI action:

  1. Go to AI Integration > AI Configuration and double-click the action you want to manage.

  2. To disable the action, clear the Enabled checkbox. To enable it, select the checkbox.

  3. Save your changes.

Change the display order of AI writing assistance actions

By default, Alloy Navigator Express 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 writing assistance actions:

  1. 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.

  2. Click Save to save your changes.

AI writing assistance and data privacy

When a user invokes an AI writing assistance action, the content from the field where the action was triggered is included in the prompt sent to the AI provider specified in AI Integration > AI Configuration. If the user continue the conversation with further input, that new information is also shared with the AI provider as part of the ongoing prompt context.

All data sent to your AI provider, including text field contents and any user-provided text, is processed solely by the chosen AI provider under their terms of use, privacy policy, and data handling practices. Alloy Navigator Express does not store, analyze, or control information transmitted to the AI service. Please direct any questions on security, privacy, or compliance to your AI provider, and review their documentation to ensure it meets your organization’s requirements.

Create new AI writing assistance actions

In addition to the standard AI-assisted actions available out of the box, Alloy Navigator Express allows you to enhance AI functionality through custom actions tailored to your specific workflows. Custom AI writing assistance actions will immediately integrate across text fields, just as system ones.

See some ideas for custom AI writing assistance actions:

  • Translate to other languages: Add support for more languages to improve communication across regions

  • Add screenshot context: Include key details from screenshots to enhance ticket descriptions

  • Rephrase: Adjust text to match your company’s style and tone

  • Correct spelling and grammar: Fix typos while keeping the original meaning intact

  • Simplify: Make complex text shorter and easier to understand

To create a new AI action:

  1. Go to AI Integration > AI Configuration and click the + New button. The New Action pane appears.

  2. Enter the action Caption. This is the label for your action in the UI. It should be descriptive yet concise.

  3. 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.

  4. Select the Enabled checkbox to make the new action immediately available.

  5. Click OK to save the new action.

Related Information:

Configuring integration with AI