Activities

Activities are predefined actions or instructions that can be run within other areas of Symbient AI. An Activity gives a set of instructions to an LLM Model. These instructions can be any natural language directions such as "Summarize this transcript" or "Retrieve all emails mentioned in this text."

To get to the Activities page:

1. Click on the Toolbox icon on the left-hand Menu Bar to get to the Toolbox.
2. Click on the Activities card inside the Toolbox.

Configuring Activities

1. Add a new Activity by clicking the Add button in the top-left of the Activities window, or select an existing Activity from the Activity table.
2. On the Activity page, fill in the following information:
   • Name - A name used to identify your Activity.
   • LLM Model - The LLM Model that your Instructions will be given to. Only "active" LLM Models will appear here.
   • Is Active? - Check this box to have the Activity appear in the list of selectable Activities.
   • Description - A description of this Activity. This is not included in the instructions passed to the LLM Model.
   • Instructions - The instructions guide the AI's actions, focusing on "what" the LLM Model should do. The input token can be inserted (verbatim) anywhere within an activity’s instructions. It is used to get more precision of what is passed to the Model.
   • Have AI Suggest Instructions - The AI suggests instructions taking input from the Instructions provided in the above field, focusing on "what" the LLM Model should do.
3. Save the current configuration settings by clicking the Save button in the bottom-right corner of the Activity window.

Testing Activities

The Test Tab allows running tests against the Activity.

To Test an Activity

1. Click on the Activity you want to test.
2. Click on the Test Tab.
3. Add the text in the Test Input field.
4. Click on Run Test Button to execute the test.
   • Click on Clear Results button to clear the test.
5. Click on Save Button to save the current test.

Cloning Activities

Activities can be cloned to quickly create a duplicate of a set of instructions.

To clone an Activity from the Activities page:

1. Click the checkbox to the left of the Activity you wish to clone. Only one Activity can be cloned at a time.
2. Click on the Clone button in the top left of the window.
3. Enter in the name for the new Activity into the "Cloned Activity Name" field.
4. Click Submit to create the new Activity.

Deleting Activities

Activities can be deleted to remove them from the database. Any Activities deleted this way cannot be recovered and the Instructions associated with the Activity will be lost forever.

To delete Activities from the Activities page:

1. Click the checkbox to the left of the Activity you wish to delete. Multiple Activities can be selected and deleted at a time.
2. Click on the Delete button in the top left of the window.
• If the Activity is used in any Automation, it will show warnings that the Activity will be removed from the automations and those automations will be set to inactive. Then ask if they want to deactivate it anyway.
• If you choose Yes, it will deactivate the Activity, remove the Activity from those automations, and set those automations to inactive.
3. Click Yes to delete the selected Activities.

Deactivating Activities

To deactivate an Activity:

1. Click the checkbox to the left of the Activity you wish to deactivate. Multiple Activities can be selected and deactivated at a time.
2. Click on the Deactivate button in the top left of the window.
• If you choose Yes, it will deactivate the Activity, remove the Activity from those automations, and set those automations to inactive.
3. Click Yes to deactivate the selected Activities.

Running Activities

Activities can be run from two places within Symbient AI.

• Within an Automation chain with the Activity Operator.
• Used directly on a Transcription from the Activities tab.

See the sections mentioned above for specific information on utilizing Activities.

Best Practices for Creating an Activity

The best practices for creating an Activity are:

1. Use a clear and descriptive title.
2. Provide a clear and concise description and instructions.
3. Regularly assess the performance of the AI and update accordingly.
4. Protect sensitive user data and maintain confidentiality.
5. Conduct thorough testing to ensure the activity functions correctly and effectively.
6. Adhere to relevant ethical and legal guidelines.
7. Clearly communicate the purpose and rules of the activity to users.
8. Continuously gather user feedback and make improvements to enhance the user experience.