AI features
Your agents are not the only AI in AgentOS. AI is built into the data layer too, for the jobs you do on a whole column or a whole module at once. You use these features yourself, right in the table. Each use spends AI Credits from your AI wallet, and the prompt box shows the estimate, such as AI Credits est. 12.
The first time anyone in your system uses an AI feature, AgentOS asks to accept the Boost.space AI Terms & Conditions. After that, the features open straight away.
| Feature | What it does for you | Where |
|---|---|---|
| Build a module with AI | Turns a description into a module with its spaces and typed fields. | New module |
| AI fields | Writes a value on every record from a prompt, such as a summary or a category, and keeps it current. | AI tools > Fields |
| Data validation | Finds the values in a column that break a rule you describe. | AI tools > Data validation |
| Data transformation | Cleans, standardizes, translates or enriches every value in a column. | AI tools > Data transformation |
| Smart Edits | Shortens, extends, translates or fixes the text you are writing. | Long text fields |
| Import mapped by AI | Matches the columns of your file to your fields. | Upload a file |
| Search by meaning | Coming soon: your agents find records by what they mean. |
What is in the AI tools menu?
AI tools is in the toolbar of every module table. It has three sections:
- Fields lists the AI fields of the space. Admins add one with New field.
- Data validation lists your validations, each with a switch to turn it on or off. New validation adds one.
- Data transformation lists your transformations, each with a switch. New transformation adds one.
Point at an item for its own menu:
| Item | AI fields | Validations | Transformations |
|---|---|---|---|
| Edit | Yes | Yes | Yes |
| Run on filtered records | Yes | Yes | Yes |
| Run on filtered empty records | Yes | Yes | |
| AI validated as valid, AI validated as invalid | Yes | ||
| Sort by Data validation | Yes |
The number after Run on filtered records is how many records it will run on: the ones your current filter or segment shows. Filter first to run on part of the table.
Build a module with AI
Open New module, describe the purpose or give a sample record, and click Generate. AI proposes the module with its spaces and fields, each with the right type. Set the name and icon, check each space, and create it. See Modules.
"Products with name, SKU, price, stock, supplier and a product photo."
To add fields to a module you have, choose Multiple fields in New field and describe them. See Fields.
AI fields
An AI field writes its value from a prompt and the record's other fields. It works like a colleague who fills in one column for every record and keeps it up to date.
- Open AI tools > Fields > New field, or add a field of the type AI.
- Under Write a prompt, click Choose from templates, or write your own. Add variable puts another field into the prompt: "Categorize this ticket as Bug, Question or Feature, from [Subject] and [Message]."
- Switch on Auto-refresh on updates to rewrite the value whenever the record changes.
- Click Save & run, which shows how many records it runs on, to fill the field on the records in your table. Save keeps the field without running it. In a cell or a record, Generate runs it for that one record.
| Templates | |
|---|---|
| Understand | Summarize, Key info, Categorize & tag, Sentiment Analysis, Data Extraction |
| Rewrite | Shorten, Extend, Fix spelling & grammar, Translate, Data transformation |
| Add | Data Enrichment, Suggestions |
Under Advanced settings, shape the answer:
| Setting | Options |
|---|---|
| Tone of voice | Auto, Professional, Casual, Straightforward, Confident, Friendly, Humorous, Inspirational |
| Length | Auto, One or two words, One sentence, 1-3 sentences, One paragraph, Three paragraphs |
| Formatting | Text, Formatted text, Bullets, Numbered list |
| Creativity | High, Medium, Low. Low gives predictable answers, high gives more imaginative ones. |
Good uses: a one-line summary of a long description, a category or a priority, the sentiment of a review, a translated product name, a drafted reply to a ticket.
Data validation
Data validation finds the values in a column that do not fit.
- Open AI tools > Data validation > New validation, or Data validation in a column's menu. Validate field data opens.
- Pick the Field.
- Pick a template or describe a rule of your own, such as "Highlight data that is not a valid company VAT number".
- Choose whether to Include empty fields.
- Click Save & run.
| Template | Finds |
|---|---|
| Inconsistencies | Values written in different ways, such as two formats of a date. |
| Outliers | Values far from the rest, such as a price ten times higher than usual. |
| Anomalies | Values that do not make sense for the field. |
| Duplicates | Values that repeat where they should be unique. |
Then use the validation's own menu: AI validated as invalid filters the table to the records that fail, and Sort by Data validation puts them first. Fix them, and run it again.
Run it before a campaign goes out, after a large import, or every week on the fields your agents rely on.
Data transformation
Data transformation changes every value in a column at once.
- Open AI tools > Data transformation > New transformation, or Data transformation in a column's menu. Transform & enrich field data opens.
- Pick the Field.
- Pick a template or write a prompt of your own, such as "Turn the weight into grams".
- Choose whether to Include empty fields. Switch on Auto-refresh on updates to transform new values as they come in.
- Under Preview, click Generate preview to see the result on a sample first.
- Click Save & run.
| Template | What it does |
|---|---|
| Data Cleaning | Removes extra spaces and typos. |
| Data Transform (Standardize) | Brings dates, numbers and names into one format. |
| Shorten, Extend | Makes text shorter or adds detail. |
| Fix spelling & grammar | Corrects the language. |
| Translate | Translates into another language. |
| Data Enrichment | Adds useful details to each value. |
| Data Extraction | Pulls names, dates or prices out of longer text. |
| Censor and anonymize | Hides personal information. |
Advanced settings set the Tone of voice and the Creativity, as for AI fields.
Validation and transformation work on the fields that hold text, numbers, dates or options.
Smart Edits
Select text in a long text field, and Smart Edits appears: Simplify, Fix spelling & grammar, Shorten, Extend, Adjust tone, Rephrase, Summarize, Translate, Continue writing and more. Type / and choose Text Generator to write new text from a prompt.
Import mapped by AI
Drop a CSV, XLSX or XML file on a table, or click Upload a file in an empty one. Import data walks you through Source, Data destination, Map fields and Preview. AI matches your file's columns to your fields, so E-mail address lands in Email without mapping it by hand. See Import and export.
Search by meaning
Coming soon. With the vector database, your agents will find records by what they mean, not only by the words in them.
AI feature or agent?
| Use an AI feature when | Ask an agent when |
|---|---|
| One column needs the same treatment on every record. | The job needs the web, your apps or several steps. |
| You want the result in the table right away. | Each record needs judgement, such as research or a reply. |
| The rule fits in one sentence. | The work should repeat on a schedule. |
To hand records to an agent, select them and click Bulk actions > Ask an agent. The chat with Boosty opens with the records named. See Work with records.
Next: Vector database.
