Digisquares AI Actions for Workflows

Learn how to use AI Actions in Digisquares workflows to interact with AI models.

With Digisquares AI, you can build AI-powered workflows. AI actions enable you to interact with AI models using your data and perform a range of actions, such as:

• Generate text, images, and chat responses.
• Analyze, classify, and summarize text.
• Generate images.

The following guide explains how to create a workflow that automatically processes customer support tickets and updates a database with the extracted information.

To get started, sign in to your Digisquares organization and click Create > Workflow.

1. Generate a Support Ticket

For the purposes of this workflow, the Generate text AI Action is used to generate a fake support ticket.

1. Click + Add Step in the workflow builder.

2. Select AI Action to create a new AI Action step.

3. Choose the Generate text action and enter the following input:

   Input:

   Write a sample support ticket from a customer who is reporting a problem with some keys not working on their VelocityX Pro keyboard.
   
   This should include a fake email address, shipping address, order number, phone number, and contact name.

4. Click Save and then Run to test the AI Action. Rename the step to generateTicket.

2. Extract Customer Details

The Extract entities from text AI Action can get specific information about provided text and return it as key-value pairs. In this case, this action extracts the relevant information needed to process a return.

1. Add another AI Action step and select Extract entities from text.

2. Set the Input field of the step to {{ generateTicket.data }} so that the generated ticket is used for extraction.

3. Enter the following values into the Entities to extract field—this will be the information used by the returns form.

   • customer name
   • email address
   • shipping address
   • order number
   • phone number
   • reason for return

4. Save the step and rename it to extractCustomerDetails.

3. Update the Database

The workflow should update the database with the extracted customer details.

1. Add a new step by clicking + Add Step.

2. Select Database Action to create a new database update step.

3. Choose your database and the table where you want to store the customer details.

4. Map the extracted data fields to the corresponding database columns:

   • Customer Name: {{ extractCustomerDetails.data["customer name"] }}
   • Email Address: {{ extractCustomerDetails.data["email address"] }}
   • Shipping Address: {{ extractCustomerDetails.data["shipping address"] }}
   • Order Number: {{ extractCustomerDetails.data["order number"] }}
   • Phone Number: {{ extractCustomerDetails.data["phone number"] }}
   • Reason for Return: {{ extractCustomerDetails.data["reason for return"]}}

5. Save the step and rename it to updateDatabase.

4. Automate the Workflow

With the steps complete, set up the workflow to run automatically.

1. Click on the Triggers tab.
2. Set up a trigger based on your requirements (e.g., when a new ticket is generated, on a schedule, or based on an external event).
3. Ensure that the workflow runs generateTicket, extractCustomerDetails, and updateDatabase in sequence.

Now, whenever the workflow is triggered, it will generate a support ticket, extract customer details, and update the database accordingly.

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Thank you for using Digisquares Platform. We hope this quickstart guide helps you implement AI Actions in your workflows efficiently. For more detailed guides and tutorials, visit our official documentation.