Engage offers a range of Smart Tools. In order to use Smart Tools, you must first set up your integration with an AI Service.

Engage currently supports the following AI Services:

Prerequisite

Before configuring your Smart Tools, you need to have an AI Service configured with access to the required model.
1. ‍Click here for more information about managing your models in Bedrock
2. Click here for more information about managing your models in Azure OpenAI
You will also need to be running CloudFormation Template v5.79.3 (20240514) or later, with the required Bedrock region enabled.

To configure Amazon Bedrock

Navigate to Engage Settings page
Scroll down to the Integrations section
Expand the Smart Tools section
Select Amazon Bedrock
Turn on the Enable Agent Visibility toggle - note that agents will not have access to AI Assist at this stage - you will still need to enable AI Assist within Workflows for it to be made available to Agents
Select the Model you wish to use

Note that the cost of using your AI Service will vary based on the model you select. Local Measure recommends utilising Claude 3 Haiku.

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Navigate to Engage Settings page
Scroll down to the Integrations section
Expand the Smart Tools section
Select Microsoft Azure
Turn on the Enable Agent Visibility toggle - note that agents will not have access to AI Assist at this stage - you will still need to enable AI Assist within Workflows for it to be made available to Agents
Enter your AI Service details Open AI Endpoint (found in Azure Open AI)
Enter your AI Key (found in Azure Open AI)
Select the Model you wish to use

Note that the cost of using your AI Service will vary based on the model you select. Local Measure recommends utilising davinci.

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