Beyond - How to Setup SystemIQ

Overview

With the SystemIQ integration, you can tap into AI-driven assistance, helping to generate content quickly, reducing the need for manual writing and enabling you to focus on more strategic aspects of recruitment.

Content can be generated for individual record types using pre-defined prompts, custom prompts, and more.

*Note* The SystemIQ integration requires additional licensing. Please contact your TempWorks Account Manager for more information.



Security Permission Requirements

Once the SystemIQ license has been enabled for your system, users will need to be a member of a Security Group that contains a combination of the following permissions:

  • For administrative users, the following permissions need to be applied:
    • SystemIQ - Can Administrate AI
    • SystemIQ - Can Administrate AI Users
    • SystemIQ - Custom
    • SystemIQ - General
  • For general SystemIQ users, the following permissions need to be applied:
    • SystemIQ - Custom
    • SystemIQ - General

*Note* If you utilize custom Security Groups with Advanced Permissions, you will need to add the Access to the "SystemIQ" pages within their respective record type to the Security Groups that require the functionality:

For more information on created custom Security Groups with Advanced Permissions, please see the following article titled "Beyond - Creating Security Groups with Advanced Permissions".



Configuring the AI Model

During setup of the SystemIQ integration, you will be configured with the TempWorks Default AI Model.

With the TempWorks Default AI Model, no further configuration is needed.

*Note* In the event you have an existing relationship with an AI Model that utilizes OpenAI, you can replace the AI Model being used for the SystemIQ integration by navigating to B Menu > System Settings > SystemIQ > Administration > AI Provider > Edit, and entering the required information from the AI Model provider:



Setting a Monthly Budget

AI models work with the concept of “tokens” for defining the size of requests and responses. Each request sent to the AI Provider incurs an input token cost, as well as each output from the AI Provider.

By using SystemIQ in Beyond, managing and controlling a budget for AI-driven features is essential due to the costs associated with generating content with AI.

To set the monthly budget, navigate to B Menu > System Settings > SystemIQ > Administration > Edit option within the "Monthly Budget" card:

Enter in the total monthly budget for your company and select "Submit":

*Note* Your company will only be charged for the total value of the responses generated by users during that respective billing cycle. Therefore, you are only charged for what is used.

For more information on the costs associated with response generation, please contact your TempWorks Account Manager.

*Note* In the event users are generating a number of responses that would lead to the allocated budget limit being reached, users will receive a warning stating they are unable to submit additional prompts:

The "Total Monthly Budget", along with individual allocated amounts, can be updated to allow for further responses to be generated by users.



Allocating the Budget to Users

Users can be added to groups with specific budget allocation to fit their needs.

To add users to groups, navigate to B Menu > System Settings > SystemIQ > Group Management > Create Group:

Enter the name of the group and select the appropriate users within the "Service Representatives" drop down:

You will now have the ability to manually set individual budget allocations per user, or simply select "Evenly Distribute" to distribute an even amount to each user within the group based on a total amount entered:

Once a "Total Limit" has been entered, you will see the "Total Per Representative" update in real time to show the amount that will be allocated per user. Select "Distribute" once you have the appropriate amounts entered:

You will now see that the even distribution has been applied to the users within the group. Select "Submit" to finalize the budget allocation:

*Note* In the event users are generating a number of responses that would lead to the allocated budget limit being reached, users will receive a warning stating they are unable to submit additional prompts:

The "Total Monthly Budget", along with individual allocated amounts, can be updated to allow for further responses to be generated by users.

Budget allocation for users within the group can always be updated by selecting "Manage Group" within the options menu to the right of the group:

Additionally, individual users can be managed by navigating to B Menu > System Settings > SystemIQ > Service Rep Management.

Here you will see a complete list of users that have access to SystemIQ, their budget allocation, along with the amount of budget they have used:

Selecting "Edit Limit Amount" within the options menu to the right of the user allows you to edit that users budget allocation at any time.

You can also export the SystemIQ usage data for all users by selecting "Export" and then selecting how the data should be exported (CSV or Excel):

*Note* Users can also view their individual SystemIQ usage statistics via B Menu > User Settings > SystemIQ > My Usage:



Accepting Terms and Conditions for SystemIQ

Before users are able to begin utilizing the SystemIQ integration, the terms and conditions must be accepted.

Users will navigate to B Menu > User Settings > SystemIQ > Terms and Conditions > View:

Once opened, select "Accept and Continue" to enable the SystemIQ functionality within Beyond:

*Note* Users can always navigate back to the Terms and Conditions page to view and/or reject. If rejected, the SystemIQ functionality within Beyond will no longer be visible until the Terms and Conditions have been accepted once again.



Next Steps

Once the SystemIQ integration has been setup, budgets have been allocated, and users have been granted access, the integration is ready to be utilized to generate content via custom and pre-defined prompts.

*Note* For more information, please see the article titled Beyond - How to Utilize SystemIQ.

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