StackAI - Advanced Setup Guide

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 via the Workflow Builder.

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 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.
   
   1. A new browser tab will open for OneDrive authentication.
4. Authentication Steps:
   1. Check Consent on behalf of your organization.
   2. Accept the permissions.
5. Now, on the left navbar, select Knowledge Bases.
   
   
6. Select + New Knowledge Base and open the My Data # that was just created.
7. Rename the knowledge base by selecting the title.
   
   
8. Select Import from a Connection and choose your OneDrive (OAuth2).
9. Review your OneDrive and choose files to use.
10. Once complete, select Import Selected Files.

3. Creating Your AI Assistant

• Navigate back to the homepage of StackAI.
• Select Create on the Workflow Builder widget.
  
• Select the most appropriate template and click Use Template. 
  IMPORTANT - Knowledge Base Agent is recommended and what will be used for this example.
  
  

4. Project Rename

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

5. Agent Provider and Model

• Optional
  • Change the AI Provider and Model
    1. On the Anthropic Model Widget, open the settings.
    2. Change the Provider and Model two one of the options below
       Azure - GPT 4o mini (Default Method)
       Bedrock - Claude 3.5 Sonnet
       
       
        

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

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

7. Security Setup

1. Navigate to the Export tab.
2. SSO Protection is on 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 Interface in top right to save any changes.
2. On the Export tab, copy the link of the published interface by copying the text or pressing  

   

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.

Troubleshooting and Support

For any issues or questions regarding StackAI Agent Setup, contact the ITS Helpdesk.

Email: itshelp@aurora.edu

Phone: (630) 844-5790