Creating skills and prompts for your BMC Helix applications

Before you begin

Make sure that you have added the API Endpoint URL and API keys for the generative AI provider that you plan to use. For more information, see Provisioning-and-setting-up-the-generative-AI-provider-for-your-application.

Workflow to create skills and prompts

To select the BMC Helix application for which you want to create a skill

1. Log in to BMC HelixGPT Manager. 

2. From the Application list, select the application for which you want to create a skill, as shown in the following image:
   
   

   Important

   BMC HelixGPT can be used with specific BMC applications only. 

To create a skill

After selecting the application, create a skill for the application. 

1. In BMC HelixGPT Manager, click Add skill.
2. In the Add skill dialog box, complete the following steps:
   1. In the Name field, specify a name for your skill. 
   2. From the Provider list, select the generative AI provider that you want to use.
   3. In the Model list, select the GPT model that you want to use.
   4. Click Add. 
   5. (Optional) Click Rename to change the name of a skill.

The following image is an example of adding a skill: 

Repeat the steps to create multiple skills for your application. After you create a skill, you must add prompts to the skill. 

To create prompts for a skill

1. In the BMC HelixGPT Manager, select the application and the skill for which you want to create a prompt. 
2. (Optional) To edit the global prompt, click Edit global prompt and type your text, as shown in the following image:
   
   
   
   The global prompt is always appended to the skill-specific prompts.
    
3. To add a skill-specific prompt, select the skill and then click the Prompts tab as shown in the following image: 
   
   
   
4. Click Add prompt. 

5. On the Add prompt dialog box, specify the following fields:

   Field	Description	Example value
   Name	Specify a name that uniquely identifies the prompt.	IT Knowledge Search prompt
   Starter prompt (one per Skill)	If the skill has multiple prompts, select this check box to set the prompt as the first prompt that is sent to the AI provider.	NA
   Prompt	Specify a detailed prompt to generate answers in a specific format.	Answer the question based on the context below. Summarize the answer but prefer clarity over brevity. {global_prompt}  If instructional steps are required, use a numbered list.  Create a final answer by using the references ("SOURCES") and the Conversation History. Don't try to make up an answer. Do not hallucinate. ALWAYS return a "SOURCES" part in your answer. Conversation History: {history} QUESTION: {input} ========= SOURCES: {summaries} ========= FINAL ANSWER:
   Type	Select the type of prompt. Learn about the different types of prompts in Prompts.	Knowledge

   The following image is an example of adding a prompt:
   

6. (Optional) To add metadata for your prompt, click Metadata.
   Metadata is the relevant data for the given prompt. It helps the service prompt to have information about the BMC Helix Digital Workplace Catalog service, which is used to submit the BMC Helix Digital Workplace request.
   Examples: For the catalog service, you can add the question type for that prompt in the metadata. The Live Chat prompt also has metadata about the prompt type.
7. Click Save.
8. Repeat the steps to add multiple prompts. 

To associate a skill with another model

You cannot associate out-of-the-box skills from one model to another. You can only associate custom skills from one model to another.

1. In BMC HelixGPT Manager, select the application and the skill for which you want to change the model.
2. From the Provider and Model lists, select the service provider and model version respectively.
3. Click Apply.

To copy a prompt

You can copy a prompt from one application to another and also to another skill.

1. In BMC HelixGPT Manager, select the application and the skill from which you want to copy a prompt.
2. Select the prompt you want to copy and click the Copy link.
3. In the Copy prompt dialog box, select the target application.
4. Select the target skill.
5. Specify a name for the prompt.
   The name must be unique for that application.
6. Click Copy.
   
   

To link and unlink a prompt

You can reuse a custom prompt from a different skill in a new skill by linking it. In addition, if you do not want a custom prompt associated with a skill, you can unlink it. Unlinking helps to remove a prompt from a skill without deleting the prompt completely.

1. In BMC HelixGPT Manager, select the application and the skill from which you want to link or unlink a prompt.
2. To link a prompt, complete the following steps:
   1. On the Prompts tab, click Link prompt.
   2. From the Prompt to link drop-down list, select a prompt.
   3. Click Link.
3. To unlink a prompt, complete the following steps:
   1. On the Prompts tab, select the prompt that you want to unlink.
   2. Click Unlink.
   3. Confirm the unlinking.

Best practices for generating prompts

Use the following best practices for generating prompts in BMC HelixGPT:

• Limit the topics for your domain. For example, create prompts specific to the IT or HR domain.
• Use a friendly, helpful, and formal tone of response.
• Prompt HelixGPT to ask for a confirmation when information is asked for entities, such as name, date, and location in long prompts.
• Display the knowledge article summaries as paragraphs, bullet points, or numbered lists.
• Use headlines or sections for long answers.
• Do not create jokes.

Where to go from here