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StackAI Quick Start Setup

Overview

Stack AI is a low-code platform that enables organizations to build custom AI Assistants without extensive coding or AI expertise. This comprehensive guide will walk you through creating your own AI Assistant step by step.

Setup Instructions

1. Login Process

  1. Navigate to your Okta Account
  2. Click on the 'StackAI SSO Login' widget
  3. Enter your Aurora University (AU) email address to log in

 

2. Creating Your AI Assistant

Method 1: Quick Start Widget

  • Select 'Create' on the Quick Start widget

3. Project Configuration

3.1 Project Naming

  • Rename your project by selecting the current project name at the top of the page

3.2 Agent Details

In the workspace on the right side of the screen:

  • Enter a name for your agent
  • Add a concise description of the agent's purpose
  • Optional: Choose an AI Provider and AI Model to one of the two options below
    Azure - GPT 4o mini (Default Method)
    Bedrock - Claude 3.5 Sonnet
     

4. Agent Instructions

Customize the agent's behavior by providing clear instructions. Consider including:

  • Specific query requirements
  • Desired persona or tone
  • Input formatting guidelines
  • Step-by-step task completion instructions
  • Output length preferences
  • Contextual examples

To make your agent only use the Knowledge Base and no outside source:

  • Specify in the instructions to ONLY use the knowledge base, similar to the example below

Pro Tip: The more precise your instructions, the more accurate and useful your AI assistant will be.

 

5. Knowledge Base Setup

Option 1: Static File Upload

  • Drag and drop or click to upload files that will remain constant

Option 2: Dynamic OneDrive Import (Recommended)

  1. Select '+ New Connection'
  2. Choose OneDrive (OAuth2)
    • A new browser tab will open for OneDrive authentication
  3. Authentication Steps:
    • Check 'Consent on behalf of your organization'
    • Accept the permissions
  4. File Selection
    • Navigate to desired directories
    • Choose specific files to upload

  5. Finalize by selecting '+ Create Knowledge Base'

     

6. Security Setup

  • SSO is automatically turned on to ensure only AU Users access the agent
    • If you want to specify access via Emails, change 'Interface Access Control' to 'Specific Emails' and input the users

 

7. Share Agent

  1. In the top right of the page, Select 'Publish Agent'
  2. Select 'Share' and 'Copy Link.
    copylink.png
  3. Share this link to users to access the agent - Recommended to post URL in Brightspace so all students within the course can access the Agent.
     

Troubleshooting and Support

For any issues or questions regarding StackAI Agent Setup:

Contact ITS

  • Email: itshelp@aurora.edu
  • Phone: (630) 844-5790

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