Send a request to Planfix AI: Difference between revisions
From Planfix
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You can trigger a request in two ways: | You can trigger a request in two ways: | ||
*In scripts | *In scripts — for processing incoming emails, requests, and web forms; | ||
*By clicking a button in a task or contact card, an employee manually triggers the AI. | *By clicking a button in a task or contact card, an employee manually triggers the AI. | ||
== Capabilities == | == Capabilities == | ||
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*And much more | *And much more | ||
== Setup == | == Setup == | ||
*Add an action | *Add an action — in a script or in button settings, select the Send request to Planfix AI action. | ||
*Fill in the “Request content” field | *Fill in the “Request content” field — describe the task for the AI and specify what it should do. | ||
*Configure response parsing | *Configure response parsing — in the “Configure a response" setup section, define how the system should handle the AI’s result. | ||
== Recommendations == | == Recommendations == | ||
*Ask the AI for a short, unambiguous answer to make parsing easier. | *Ask the AI for a short, unambiguous answer to make parsing easier. | ||
*If the AI’s answer needs to be inserted into fields, specify the format: “answer in one word,” “answer in JSON,” etc. | *If the AI’s answer needs to be inserted into fields, specify the format: “answer in one word,” “answer in JSON,” etc. | ||
*Use Object variables in the request text. | *Use Object variables in the request text. | ||
Revision as of 10:13, 25 November 2025
This feature allows you to send a text request from the system to Planfix AI and immediately use the returned result.
You can trigger a request in two ways:
- In scripts — for processing incoming emails, requests, and web forms;
- By clicking a button in a task or contact card, an employee manually triggers the AI.
Capabilities
- Analyze customer messages (emotion, tone, language)
- Automatically qualify an incoming request
- Check tasks for SMART compliance
- And much more
Setup
- Add an action — in a script or in button settings, select the Send request to Planfix AI action.
- Fill in the “Request content” field — describe the task for the AI and specify what it should do.
- Configure response parsing — in the “Configure a response" setup section, define how the system should handle the AI’s result.
Recommendations
- Ask the AI for a short, unambiguous answer to make parsing easier.
- If the AI’s answer needs to be inserted into fields, specify the format: “answer in one word,” “answer in JSON,” etc.
- Use Object variables in the request text.