Before you begin: Only Super Admins can access this feature. For more information on AI Summaries in TapClicks, please refer to FAQs: Using ChatGPT in TapClicks, How to Send Widget Data for AI Generated Summaries, or AI Agents for Dashboards Overview.
Managing AI Created Summaries
1] Log in to TapClicks and, on the Reports menu, click AI Agent Summaries.
2] You will be taken to the AI Agent Summaries list, where you can perform a variety of tasks to manage your summaries.
3] To search summaries, enter a title in the search box. Results will appear automatically.
4] To filter the list of summaries, click the filter icon below the search box.
5] To sort the list, click a column header. Click once for ascending order, and twice for descending.
6] To view a summary, click the preview icon (eye icon) on the far right.
| NOTE: You can edit the summary from the preview. |
7] To delete a summary, click the delete icon (red trash can) to the far right of the summary.