by Esper Solutions

Are you finding it impossible to have customized dashlet charts in SuiteCRM to better understand your data? Our AI Dashlet Generator leverages the power of artificial intelligence to auto-generate insightful dashlets tailored to your specific needs.

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Admin Guide

AI Dashlet Generator - Administrator Guide

This guide provides basic instructions for configuring the AI Dashlet Generator

Configuration

API Key

  1. API Key Field: Enter your Gemini API key into the field labeled "Api Key."
    • The key will be displayed as a series of dots for security.
    • For help obtaining a Gemini API key, click the "Gemini API Key setup info" link next to the field label.
  2. Delete Key: To remove the currently saved API key, click the Delete Key button.

Model Selection

  1. Choose Model: Select the AI model you want to use from the dropdown menu.
    • The currently available options are Gemini 1.5 Flash 002 and Gemini 1.5 Pro 002.

Data Synchronization

  • Sync Data Structure: Click the button labeled Sync your data structure (with the circular arrow icon) to synchronize your CRM data structure with the AI model. This is required when installing the plugin for the first time and might be necessary after making changes to your CRM's fields or modules.

Saving Settings

  • Save: After making any changes, click the Save button to save your configuration.

Image used for this guide: AI Dashlet Generator Settings

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