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Setting up the Lattice AI Agent

Poppy
  • Updated

The Lattice AI Agent can answer employee questions on everything from HR policies to talent and development programs based on documents admins upload to Lattice. 

Enable the Lattice AI Agent 

  1. Navigate to Admin > Lattice AI > Features. 
  2. Toggle on the Lattice AI Agent.
Note: In order to enable the Lattice AI Agent, you will need to sign the AI Addendum and Beta Terms agreements. 

Once Lattice AI Agent has been enabled, it will only be visible to admins and Lattice AI Agent custom role owners. When 

Configure Custom Role Permissions

Lattice AI Agent custom role owners will have full permissions for Lattice AI Agent tools and settings. 

  1. Navigate to Admin > People > Permissions. 
  2. Select Create Role. 
  3. Add: 
    • Role Name 
    • Role Description 
    • Role Members
  4. Under Global Permissions > Lattice AI > Check Lattice AI Agent. 
  5. Select Save Changes.

Set up the Lattice AI Agent 

Add Sources 

The Lattice AI Agent will pull responses based on the documents uploaded. 

  1. Navigate to Admin > AI Agent > Knowledge Vault. 
  2. Select Add Sources. 
  3. Choose to: 
    1. Manually Upload: Add up to 10 files to upload. 
    2. Sync documents: Navigate to AI Agent > Configuration > Integrations. From here, connect your Google Drive or Microsoft SharePoint. 

Once files have been uploaded, you can manage the file access by selecting the ellipsis (...) next to the document > Manage access to choose from: 

  • All employees and future hires. 
  • Specific Employees: Select a User Group or add individuals. 
  • Only admins.

Alternatively, if you are a Lattice HRIS customer, you can sync documents from the Documents tool: 

  1. Navigate to Admin > Documents. 
  2. Select or create a document. 
  3. Under AI Settings, toggle on Give Lattice AI Access. 

Add a Custom Disclaimer 

Admins can enable a custom disclaimer which shows at the start of the conversation. 

  1. Navigate to Admin > Lattice AI > AI Agent > Configuration. 
  2. Toggle on Show a custom disclaimer. 
  3. Enter your custom disclaimer language. 
  4. Select Save changes. 

Add a Default Response 

Add a default response for the Lattice AI Agent to reply when it is unable to answer a question. 

  1. Navigate to Admin > Lattice AI > AI Agent > Configuration. 
  2. Enter the default response text. 
  3. Select Save changes. 

Once configured, admins can activate the Lattice AI Agent for all employees or a subset of employees. Learn more in activate the Lattice AI Agent. 

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