Step 5: Configure the Altify In-App MaxAI Settings

For the Altify UI to call out to your LLM, you need to point the AI endpoint at the AI Agnostic Connector.

  1. In Setup, find and select Custom Settings.
  2. Click Manage next to the Altify In-App MaxAI Settings custom setting.
  3. Click Edit.
  4. Ensure that AI Endpoint is set to /ALTF/altifyaiagnostic/v1/. This is the path the Altify UI appends to each call.

    Note: Do not edit the AI Endpoint (Internal use) setting, as it is for internal use by Altify only.

  5. Ensure that Account Details MaxAI Prompt Field is set to ALTF__Question_Prompt__c. This is the field that holds the prompt for each account question.
  6. Click Save.

Note: Do not set Enable Generate MaxAI Button at this stage. You enable the button in Step 7: Enable the Generate with MaxAI Button, after you have verified the connection.

Altify Prompt Templates

When a user clicks Generate with MaxAI, Altify builds the request it sends to your LLM provider from an Altify prompt template. The Altify core package includes three templates, which you can view on the Altify Prompt Templates tab:

Template Used for
Account Answer Account details questions in account plans and row details questions in Account Manager plans
Account Insights Account insight maps
Opportunity Insights Opportunity insight maps

Each template's Body contains placeholders that Altify replaces with values from the record, such as the account name, website, and industry. For account and row details, it also adds the question text, guidance, and prompt. This gives your LLM provider enough context to return a good response.

The templates work as delivered, and you don't need to change them. If you want to customize a template, contact Altify first.

Create a Question Prompt

The Generate with MaxAI button uses the prompt stored on each account question. You also need at least one question with a prompt to run the Integration Test in Step 6: Verify the Connection.

The Generate with MaxAI button is only displayed for questions where you have created a prompt, and the button at the top of the Account Details page generates answers for these questions only. In this way, you can take a targeted approach, providing AI assistance where it is of real benefit.

To create a prompt, do the following:

Note: You enter your prompts in a custom text field, Question Prompt (ALTF__Question_Prompt__c). This field belongs to the object Altify AM Account Question and is delivered as part of the Altify core package. It is the field set in Account Details MaxAI Prompt Field. You must add the field to the page layout of the Altify AM Account Question before you can proceed with the steps below.

  1. In the App Launcher, select Altify Account Manager Admin.
  2. Select the tab Altify AM Account Questions.
  3. Select Edit for a question where you wish to make customized AI guidance available.

  4. In the Question Prompt field, enter a prompt that your LLM provider will use in suggesting an answer to the user.

    For example, for the question 'Significant Achievements' (EAQ_03), you might enter the following prompt:

    'List and outline significant achievements using three headings: 1) Sales 2) New markets 3) Sustainability.'

    Note: If you do not have a specific prompt in mind, and just want to make the Generate with MaxAI button available to users, you can copy the content from the Help field to the Question Prompt field.

  5. Click Save.

Tip: Altify recommends that you add the field Question Prompt to your Altify AM Account Questions list view so that you have an overview of the prompts that have been added.