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Getting Started with AI#

Estimated time to read: 5 minutes

This tutorial uses a Cookie Factory scenario to introduce AI. You will start a conversation in AI, ask a question about a Material, summarize a Resource document, and compare two versions of a Product.

Before You Start#

Complete the AI prerequisites for your environment.

Scenario#

Cookie Factory Scenario

The Cookie Factory scenario is an example only. Use supported entities, documents, and attachments available in your environment. Adapt the object names and prompts to your own scenario.

Prepare the Scenario#

You are reviewing the following Cookie Factory data before production starts:

Item Example configuration Reference
Material Create Cookie01 at the Mixing Step and set it to Queued. Create Material
Resource Create Chocolate_Oven-01. Create Resource
Document Create an effective internal Document named Oven Cleaning Procedure and upload Oven Cleaning Procedure.pdf. Associate it with Chocolate_Oven-01 through the ResourceDocumentContext Smart Table. Create Document and ResourceDocumentContext
Product Create Belgas Product versions A.1 and A.2, and change at least one property value in A.2. Create Product
AI Agent Configure an available AI Agent for the Cookie Factory environment. AI Agent

Table: Cookie Factory scenario setup

Prepare the Resource Document#

  1. Create a PDF file named Oven Cleaning Procedure.pdf. Include a purpose, preparation actions, safety precautions, and cleaning steps for Chocolate_Oven-01.
  2. Create an internal Document in MES. Select Browse to upload the PDF file, and set its version to Effective. For the complete procedure, see Create Document.
  3. Add a ResourceDocumentContext Smart Table record that associates the Document with Chocolate_Oven-01. For more information, see ResourceDocumentContext.
  4. Open Chocolate_Oven-01 and select View to confirm that the Document is available. For more information, see View Resource Documents.

Action Availability

Available actions depend on the entity and the selected content. If an action is unavailable, use an entity, document, or attachment that supports it.

Exercise 1: Start a Conversation in AI#

Use AI to ask a broad production question without first opening a specific entity page.

  1. From the main navigation menu, select AI.
  2. Select an available AI Agent.
  3. Enter the following prompt: What should the Cookie Factory supervisor review before the next production run?
  4. Review the response and ask a follow-up question if needed.

AI Main Navigation Option

AI provides a direct conversation workspace. Use Ask AI from an entity page when the question should include the context of that entity.

Exercise 2: Ask About a Material#

Use Ask AI to review the context available for Cookie01.

  1. Open the Cookie01 Material page.
  2. Select Ask AI from the MES AI group in the entity toolbar.
  3. Enter the following question: Summarize the current status and configuration of this Material.
  4. Review the response in the AI panel.

AI Ask AI Option - Entities

The response uses the context available for the current Material. You can ask additional questions to focus on a specific part of that context.

Exercise 3: Summarize a Resource Document#

Use View Summary to review the Oven Cleaning Procedure.pdf document before using Chocolate_Oven-01.

  1. Open the Chocolate_Oven-01 Resource page.
  2. Select View.
  3. Select Oven Cleaning Procedure.pdf.
  4. Select Summarize.
  5. Review the generated summary.

AI Summarize Option - Attachments - Documents

When a single document or attachment is selected, you can also use Ask AI to ask questions about its content. When multiple documents or attachments are selected, use Ask AI to ask a question about the selected content.

Exercise 4: Compare Product Versions#

Use Compare to review the changes between the A.1 and A.2 versions of the Belgas Product.

  1. Open the Belgas Product page.
  2. Select Compare from the entity toolbar.
  3. Select versions A.1 and A.2.
  4. Open the Ask AI menu and select Compare.
  5. Review the comparison in the AI panel.

AI Compare Option - Entity Compare

The comparison helps you identify the relevant differences without manually reviewing every versioned property.

Next Steps#