Revlitix allows you to create AI-generated notes summarizing your report insights.
Follow these simple steps to configure, preview, and save report notes directly from a widget.
Step 1: Access Widget Options
Click on the Options icon (three dots) on the widget you want to modify.
Step 2: Select the Edit Option
From the dropdown menu, select Edit to open the widget settings.
Step 3: Open Config Settings
Inside the widget settings, click Edit Config to access configuration options.
Step 4: Go to Advanced Settings
In the configuration panel, select Advanced Settings from the dropdown menu.
Step 5: Modify the Prompt
A default AI prompt will be displayed.
You can edit or customize the prompt based on the type of notes you want the system to generate.
Step 6: Preview and Save
Click Save Preview to generate and view a draft of the report notes.
If the preview meets your requirements:
Click Save Widget to finalize and save the changes.
By following these steps, you can easily generate, customize, and save report notes within Revlitix.
This feature helps you quickly document key insights and maintain clear summaries for all your reports.