How to Configure a Smart Tools Integration (Engage Legacy)

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:

Amazon Bedrock

Azure Open AI

Prerequisite

Before configuring your Smart Tools, you need to have an AI Service configured with access to the required model.

‍Click here for more information about managing your models in Bedrock

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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To configure Azure Open AI

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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