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On this document template, I set a binding and pointed it to my smart chain to generate my proposal, which was also given the same name.
The smart chain itself can take practically any form you want. The only requirement is that the last step of the smart chain is where the data is pulled from to fill in the document. So it must have fields that match the same field names you put into the Variable Binding setting.
In this example, we used a Structured Output Prompt in order to generate a Proposal object with a format that matches the input fields we defined in our variable bindings.
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When an AI agent goes to try and generate this document, it will run this prompt, which produces these output fields, and then those get filled into the document template. You can see this in action by going to the “Web Chat” and talking to your agent, and requesting that it either email or generate you the document at the end.
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Sometimes the main smart chain for your agent needs to be modified and explicitly prompted on when it is supposed to generate the document. This is particularly true if you are using the Intake module in combination with the Document Generation module. |
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