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StackAI Advanced Setup

Updated

Overview

Stack AI is a low-code platform that enables users 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 via the Workflow Builder.

The joy of exclamation marks! | Written language | The Guardian Before Starting

When you are modifying your agent, make sure to save changes by selecting Publish Agent in the top right of the screen

Setup Instructions

1. Login Process

  1. Navigate to Okta at aurorauniversity.okta.com and log in.
  2. Click on the StackAI SSO Login widget.

  3. Enter your Aurora University (AU) email address to log in.

2. Creating Your Connection and Knowledge Base

  1. On the left navbar, select Connections.

  2. Select + New Connection.

  3. Choose OneDrive (OAuth2). You may need to search for it.

  4. A new browser tab will open for OneDrive authentication.
  5. Authentication Steps:
    1. Check Consent on behalf of your organization.
    2. Accept the permissions.
  6. Now, on the left navbar, select Knowledge Bases.

  7. Select + New Knowledge Base and open the My Data # that was just created.
  8. Rename the knowledge base by selecting the title.

    rename.png
  9. Select Import from a Connection and choose your OneDrive (OAuth2).
  10. Review your OneDrive and choose files to use.
  11. Once complete, select Import Selected Files.

3. Creating Your AI Assistant

  1. Navigate back to the homepage of StackAI.
  2. Select Create on the Workflow Builder widget.
  3. Select the most appropriate template and click Use Template. 
    Note: Knowledge Base Agent is recommended and it is used in this example.

    workflow 1.png

4. Project Rename

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

5. Agent Provider and Model

  1. On the Anthropic Model Widget, open the settings.

  2. Optional: Choose the AI Provider and AI Model from the options below:
    OpenAI - GPT 
    Anthropic - Claude
    Google - Gemini 
    Azure - GPT
    Bedrock - Claude

    Note: You will need to manually update the model if new versions become available.

    settingsworkflow.png
     

6. 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 following example image.

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

7. Security Setup

  1. Navigate to the Interface tab.
  2. Select your Interface you want to use, Chat Assistant will be the most common.
  3. Turn User Feedback on in the Interface settings. This will allow users to give feedback on the Agent's responses.
    1. To view feedback, turn on the 'Feedback' column in Analytics. Results will show below in the table.
      feedback pic.png
  4. SSO Protection is enabled by default to ensure only AU Users are accessing published agents. If you want to specify access via Emails, change 'Interface Access Control' to 'Specific Emails' and input the users

8. Share Agent

  1. Select Save in top right to save any changes.

  2. On the Interface tab, copy the link of the published interface by copying the text or pressing  Copy icon SVG Vector & PNG Free ...

  3. Share this link to users to access the agent. It is recommended to post the URL in Brightspace so all students within the course can access the Agent.

Need Help?

If you are experiencing issues, or have questions, contact the ITS Helpdesk at itshelp@aurora.edu or (630) 844-5790.