The AI document generation system allows your agent to produce clean, crisp, nicely formatted documents and send them over to your end-user.
...
Template Editor
The first step in making your AI sales-bot is to create your document template. To do this, you need to access the Document Template tab:
...
Note that you need to be familiar with HTML CSS attributes in order to adjust the settings here.\.
Variable Bindings
A key aspect of the document generator is the ability to bind sections of the document to specific variables that an LLM model may have generated.
To do that, simply select a section that you would like to bind to a variable. Go to Properties, and type in the variable name you would like to bind to into the Variable Binding box.
Note! It doesn’t really matter what text you put into the the editor itself. All text contained within the bound element gets replaced by the contents of the variable. In this example, we used [square_brackets] as filler text for the document template. You could have also used filler text like an Lorem Ipsum paragraph. It doesn’t matter - the text gets replaced by the contents of the bound variable.
Template Settings
At the bottom of the screen provides us a second tab that we can flip to:
...
This allows us to set high level settings for this document template.