Hello and welcome to this Apex 27 feature demonstration. Today, I’m going to show you our brand new integration with ChatGPT’s Advanced Data Analysis plugin.
To make use of this feature, you will need a ChatGPT subscription that gives you access to ChatGPT4. Before you start, you’re going to want to make sure that you have a user with the right privileges to be able to access the reports. To set that up, you just need to go to the admin panel, go to roles, and pick the role that you want to give access to the reporting. Just select the access Advanced Data Analysis reports option.
Once that’s selected, any user linked to that role will be able to visit the reports page and then click on the ChatGPT Advanced Data Analysis page. This page has lots of useful information.
There are a couple of things I want to point out here. Firstly, by default, we exclude personally identifiable information (PII). Even though ChatGPT does say that they don’t use uploaded data for training purposes, you may not want to upload PII to a public AI or large language model. If you’re self-hosting, you may want that data, so you can enable that feature if you want to. I’m going to leave it off for this example though.
The other thing that I’d like to point out is that we have some example prompts. I’m sure we’ll expand on those as time goes by, as well as some custom instructions. If you have a ChatGPT account, you can set custom instructions so that ChatGPT behaves in a specific way. You may want to make use of our custom instructions, but you don’t have to. I do recommend copying the prompt to clipboard. This is basically a prompt that enables you to prep ChatGPT and let you know about the data that’s going to be received. You can download the zip file that contains all your data.
Once that data has been downloaded, switch to ChatGPT and make sure you have GPT4 selected and the Advanced Data Analysis plugin option ticked. Upload the exported zip file and paste in the message that you copied from the previous page. This message tells ChatGPT what to expect in the uploaded zip file.
ChatGPT will now start to analyze the data. It will let us know once it’s uncompressed the zip file and what it’s found. Then, we’ll be able to ask questions about the data that we’ve uploaded.
You can ask all sorts of questions, but for this demo, I’m going to give you one simple example. I’m going to ask ChatGPT to let me know which agent has done the most viewings over the past 60 days.
Once I’ve entered my prompts, I can submit it. ChatGPT will take a look at the data, analyze it, figure out which file it needs to access the data from, and then it will extract the data. ChatGPT is very intelligent and is able to query data across all of those different files we’ve uploaded. We can ask questions that need to pull information from multiple sets of those files.
In this case, my colleague John Clark and myself have done the most viewings. Because of the prompts that we entered, ChatGPT is also now asking us specific questions that we may want to ask next. You can set up ChatGPT to prompt you using custom instructions.
I hope you’ve found this initial introduction to ChatGPT with Apex 27 useful. We will be adding more example prompts to the ChatGPT page as time goes on. Thanks for taking the time to watch this video, and hopefully, we’ll see you soon.
