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nextAI - Contract Capture - Prompts and field configuration

Updated

A contract file has standard ISPnext fields with an adjustable system prompt and custom client fields that need their own prompt. Without a saved prompt nextAI leaves a custom field out of the analysis. You set the prompt through Admin > Contract Settings.

Prompts and field configuration

There are two types of fields in a contract file: Standard ISPnext fields and Custom client fields. The ISPnext contract fields that are subject to data extraction have a standard prompt that you do not need to specify yourself but can adjust if necessary. Custom client fields must always be provided with a prompt by the client to include that field in the analysis.

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Note: If no prompt is saved for a custom client field in the admin module, the field will not be included in the nextAI data capture functionality.
 

System prompts and client prompts

One prompt can be set for both types of contract fields. There is a distinction between system prompts and client prompts:

  • System prompts are set by ISPnext for standard contract fields but can be adjusted by the client.
  • Client prompts must be set by the client for free fields (custom client fields).

Setting a prompt

Navigate to:

Admin > Contract Settings > Contract Settings > Contract Custom Fields

Admin > Contract Settings > Contract Settings > Personalisation

Select the desired field and open it (this can be a standard field or a custom field depending on the navigation route chosen as described above). In the configuration window of an individual field there is an AI Prompt section. Enter the prompt here that nextAI should use for this field.

If it is a standard ISPnext field, the prompt that will be used by default is shown below the AI prompt field so it can be supplemented or adjusted if needed.

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Tip: Prompts work best in English. Formulate the prompt as specifically as possible. Leave the field empty if nextAI does not need to include the field in the analysis.

Example of a client prompt for the field indexing information:

Find any information related to the agreed upon indexation terms in the contract. Make a summary of at least the described term, timeline and any mentioned exclusions or abnormalities. If indexation is not mentioned return: Not mentioned in contractual document. If the document states that indexation is explicitly excluded return: Indexation is not permitted.

After entering the prompt and clicking outside the text box, the field briefly turns green – this confirms that the content has been saved.

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Note: A green field only confirms that the prompt has been saved correctly, not that the recognition produces the desired result. It is important to test this and, if necessary, refine the prompt later. Prompts can be edited at any time.