This documentation supports the 25.1 version of BMC Helix Digital Workplace Basic and BMC Helix Digital Workplace Advanced. Icons distinguish capabilities available only for the Advanced and External license levels. For more information, see License types and features.To view an earlier version, select the version from the Product version menu.

Configuring BMC HelixGPT in the end-user console and studio pages


BMC HelixGPT is a generative AI answer retrieval service that uses large language models (LLM) to understand the intent of asks provided by the end users and the meaning of text in knowledge articles, service requests, approvals, and so on. BMC HelixGPT saves the end users' time in by providing targeted answers to their queries. It also performs automated actions such as submitting service requests on their behalf.


As an administrator, you can enable BMC HelixGPT on the following pages: 

  • Employee navigator panel that is always accessible with just one click whenever the end users need it. 
  • Studio pages
  • BMC Helix Virtual Agent floating icon powered by BMC HelixGPT.
  • Catalog
  • My Activity

Important

You can enable only one of the self-help icons in the end-user console: BMC Helix Virtual Agent floating icon or the BMC HelixGPT Employee Navigator panel.

To learn the difference between BMC Helix Virtual Agent and BMC HelixGPT, see Generating-AI-retrieved-answers-for-end-users-through-BMC-HelixGPT


Knowledge providers and knowledge filters supported for BMC HelixGPT

BMC HelixGPT supports BMC Helix Knowledge Management by ComAround to generate answers. 

Administrators can leverage static and dynamic tags for knowledge articles in BMC Helix Knowledge Management by ComAround to narrow down and provide refined, relevant, and up-to-date answers to the end users. Static tags are predefined and fixed descriptive labels or keywords assigned to articles. Search filters can be a combination of dynamic tags and static tags by using the AND or OR operators. Static tags are typically used to filter articles based on lines of business, whereas dynamic tags are used to filter based the end-users' roles, permissions, and location. With these filters, when users ask a query to BMC HelixGPT, the answer is generated from only those knowledge articles that match the tags in the search filter. For more information, see Creating search filters for BMC applications.


Before you begin

Ensure that you complete the following steps before you configure BMC HelixGPT in the Catalog, My Activity, and Studio pages:

The same prerequisites apply for configuring BMC HelixGPT in all end-user console screens.

Product

Task

Reference

BMC Helix Digital Workplace

Review the scenario and scope of BMC HelixGPT.

BMC Helix Innovation Studio

Adding data sources and ingesting data into BMC HelixGPT. 

BMC HelixGPT manager

Deploying a Large Language Model (LLM) service from a supported vendor of your choice, get the API key and other configuration parameters and add them in the BMC HelixGPT administrator UI. 

BMC HelixGPT manager

Create skills that you want to use for Employee Navigator, Catalog, My Activity, or in the Employee Navigator panel on all end-user console screens.

Out-of-the-box (OOTB) sample skills and prompts are available forBMC Helix Digital Workplace for multiple supported models. For more information, see Out-of-the-box sample skills.

BMC HelixGPT manager

Specify the knowledge provider and search filters for generating answers.


Defining knowledge search settings

Important: If you want to use dynamic tags in search filters, make sure that you have created the search filters in BMC Helix Knowledge Management by ComAround. To learn more, see Creating search filters for BMC applications.

(For configuring in Studio pages only) BMC Helix ITSM

Assign the HGM Client IS Persona to the administrator in the CTM:People form. 

Important: Define this IS Persona for the com.bmc.dsom.hgm application.

Example

IS_Persona.png

Out-of-the-box sample skills 

Out-of-the-box (OOTB) sample skills and their associated prompts are available in BMC HelixGPT for BMC Helix Digital Workplace. These OOTB skills are preconfigured for multiple models supported by BMC HelixGPT. These skills and the prompts that are linked to them have the DWP prefix that makes them recognizable to administrators. 

BMC HelixGPT administrators can copy and tailor these skills to quickly adopt BMC HelixGPT.

BMC Helix Digital Workplace administrators can streamline the configuration of BMC HelixGPT within BMC Helix Digital Workplace, particularly on the Employee Navigator panel and on the Studio pages, by selecting the sample OOTB skills prefixed with DWP. When administrators select the desired OOTB skill, multiple BMC HelixGPT capabilities are activated automatically due to the availability of various prompts within the selected skill, eliminating the need for additional configurations.

For example, when configuring BMC HelixGPT capabilities for the Employee Navigator panel, administrators no longer need to associate multiple prompts with a selected skill. Instead, if an administrator chooses a specific OOTB skill that has various prompts associated, end users can automatically use Employee Navigator to find information related to knowledge articles, service requests, approvals, to-dos, people attributes, and service health items. As a result, BMC Helix Digital Workplace administrators can easily select the skills they need without having to configure them manually or even needing in-depth knowledge of BMC HelixGPT configuration. To view the list of available OOTB skills and prompts for BMC Helix Digital Workplace, see Out-of-the-box skills in BMC Helix Digital Workplace.



 To set a skill for the Employee Navigator panel

  1. Log in to the BMC Helix Digital Workplace Admin console. 
  2. Click the Configuration tab and click Chat from the options on the left. 
  3. On the Chat panel tab, from the Technology tab, select Employee Navigator.

    Important

    You can select only one technology at a time: Either the Employee navigator powered by BMC HelixGPT or BMC Helix Virtual Agent

  4. From the Skill list, select the skill that you want to configure for Employee Navigator. 
    The list displays the OOTB sample skills and the skills that you created
     earlier. For more information about the OOTB sample skills, see Out-of-the-box sample skills.

  5. Click Save

 The following image is an example of configuring a Skill for the Employee Navigator panel that appears on all end-user screens:

Employee Navigator skill.png

To learn how end users can use this capabilities to find answers, see Using-Employee-Navigator-to-find-AI-generated-answers


 To configure BMC HelixGPT in a Studio page

You create a search view with BMC HelixGPT and then embed it in the Search Bar component or in the Search block within the Content Block component.

  1. To create the search view, see Creating-search-views
  2. To embed the search view in a search bar component, see To configure a search bar
  3. To embed the search view in a Content Block component, see Configuring-a-content-block.



 To configure the BMC HelixGPT capabilities in the Catalog and My Activity pages

  1. Log in to the BMC Helix Digital Workplace Admin console. 
  2. Click the Configuration tab and click Search from the options on the left. 
  3. In the AI chat (core pages) section, click Enable
  4. From the Skill list that displays the skills configured for BMC Helix Digital Workplace, select the skill that you want to configure for the Catalog and My Activity pages.
    The list displays the OOTB sample skills and the skills that you created earlier. For more information about the OOTB sample skills, see Out-of-the-box sample skills.

The following image is an example of selecting a Skill for the Catalog and My Activity pages:

Catalog and My activity pages skill.png


Troubleshooting

The following section describes the steps you can perform if you encounter the following issues: 

Issue

Steps to perform

Unable to view the HelixGPT toggle

This toggle can be viewed only if you have configured the API key for the Azure OpenAI service provider.

Unable to view the skill I created

Skills for which the application is set as DWP are displayed in this list. Ensure that the application is correctly set when Creating prompts and skills for consistent and efficient responses from BMC HelixGPT.

BMC HelixGPT is unable to generate answers to a question

Ensure that the related knowledge articles or documents are ingested and filters are configured.

Links displayed at the end of the answers generated by BMC HelixGPT do not open the knowledge articles

Most likely because the skill you are using does not have filters to limit the access to external articles, or to a certain company. To learn how to use search filters, see Defining knowledge search settings.


Additional configurations for BMC HelixGPT in BMC Helix Digital Workplace

After enabling BMC HelixGPT with BMC Helix Digital Workplace, configure the following settings to provide the latest BMC HelixGPT capabilities to the end-users:

Capability

Reference

Voice input to BMC HelixGPT

Ability of BMC HelixGPTto offer options for unanswered questions  

Ability to provide image input of specific file type and file size for BMC HelixGPT


 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*