AI: Create with AI

A common use case for AI and large language models such as ChatGPT, Gemini and Copilot is to use them for generating product description, titles, headers and other text features.

With the Create with AI feature, it is now possible to build dynamic templates within Perfion using the features of the product in the prompt. This allows the user to create templates that consistently generates texts.

In order to make the Create with AI functionality available, provide an API key in the AI Setup section in Administration.

How to use

Create with AI is available on any explicit non-multi value string or text feature. The user just needs to right-click on the feature cell they want to generate a value for and select Create with AI.

In this window, there are 3 main components; The prompt editor (1), the result view (2), and the feature list (3).

Anything written in the prompt editor will be passed to the language model as a prompt.

It is important to point out that the prompt can also include images and other (such as pdf) files. The prompt in the next screenshot, for example, has an image specified, shown in a red frame.

Not all large language models support images and files, though. For example, while GPT-5 supports images and files, some of the older models, such as GPT-4-turbo, do not.

Clicking Generate will pass the prompt and return the result in the result view. 

The result view contains what will be used as the feature value when the Save or Save and Close buttons are clicked. The result can be edited before saving.

The feature list contains by default all the features available in the configuration for the base item currently selected. That means if the Create with AI window has been opened on the Subheader feature on the Product configuration, the list will contain all features configured on the Product.

Clicking any of the features will insert the feature tag in the text where the cursor currently is. For more information on how these tags works, see the Formulas guide.

To verify that the prompt is resolved correctly with the feature tags inserted, click the View Prompt button to see what will be passed to the language model.

Localization of prompts and replies

Language models generally replies in the languages they’re prompted. If the prompt is in English, the result will be in English. If the result is needed in another language, either write the prompt in the corresponding language or add request the reply to be in the desired language with a text like “Reply in German”.

Alternatively, it is recommended to always prompt in the same main language and use the translations tools available in Perfion to handle localization of values.

Saving & Reusing Templates

Creating a prompt template can take time. Ensuring the language model replies in the correct tone, in the right format with the right content is often a trial-and-error process. Therefore, it is possible to save prompt templates when the user is satisfied with it.

As mentioned above about prompts in general, prompt templates may contain images or other files.

In the top of the menu, clicking Save allows users to name and save their template, so it can be reused on other products later. Templates are unique per configuration and per feature. This means, that the templates that are created for Subheader on the Product configuration, will only ever be available on the Subheader feature for Products. Other feature such as a Description or Itemname will have their own templates saved. In order to be able to save templates, a user must have the Can manage AI Integrations role. Otherwise, the user will only be able to use already created templates, by selecting it from the dropdown list.

Managing Templates

Prompt templates can be managed from the Enrichment Templates section under Administration by users who have the Can manage AI Integrations role.

Applying Templates to Multiple Items

Templates can also be applied to multiple items in a similar way to Actions. When selecting one or more items on a feature that has templates available, the Apply Template option appears, replacing the Create with AI option.

Selecting Apply Template opens a dialog menu, from here, the user can select one of the applicable templates.

• The Apply button remains disabled until a template is selected.
• After selecting a template and clicking Apply, a job is started on the application server.
• The job applies the selected template to each selected item individually.

If the template contains a formula-based prompt, the formula is resolved for each item. This ensures each item receives a tailored prompt and result. If the prompt does not contain a formula, the same prompt and result are applied to all selected items.

Once the job is completed, the updated fields are ready to be reviewed. Refreshing the grid will display the newly generated AI values for each processed item. This allows users to immediately verify the results, compare changes, and continue working with the enriched data.