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:

You should then get a view that looks like this:

This is the template editor. It is a full HTML and PDF page editor. To add new widgets into the page, press the “+” Icon:

You will then be presented with a menu with various options that you can drag into the editor.

If you select an element, such as this newly added 3-Column layout widget, the right side of the editor provides you with the full complement of attributes to edit the HTML of that widget:

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. It also provides fields for you to fill in values and see how the final rendered document looks.

Note! Its important to set a title for the document, or else the AI will not be able to choose it.

In order to test the rendering of the document, simply fill in values to these fields:

After we press submit on this example, and give it ten seconds or so to process, we see the final rendered result show up:

Bingo! We have a generated document.