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AI Skill Object

The capabilities described on this page are included in Appian's advanced and premium capability tiers. Usage limits may apply.

AI Skill is only available for Cloud customers at this time. Self-managed and Appian GovCloud customers don't have access to this feature.

Appian Cloud HIPAA or PCI-DSS customers: Before enabling this feature, please review its compliance to ensure it aligns with your organization's security requirements.

Introduction to AI Skill

Learn what the AI skill design object is and when to use it to easily add artificial intelligence and machine learning functionality into your business applications.

Overview

An AI skill is a design object that enables you to build, configure, and train an artificial intelligence (AI) model using Appian low-code capabilities.

This page discusses the basic features and functionality of the AI skill design object.

Create an AI skill

To create an AI skill:

  1. In the Build view, click NEW > AI Skill.

    new-menu-ai-skill

  2. Select the skill type you want to create.

    create-skill

  3. Configure the following properties:

    Property Description
    Name Enter a name that follows the recommended naming standard.
    Description (Optional) Enter a brief description of the AI skill.
  4. Click CREATE.
  5. On the Review AI Skill Security window, configure security.
  6. Click SAVE. The AI skill opens in a new dialog or window.

Skill types

create-skill

As you create an AI skill, you'll select the type of skill that suits your purpose.

  • Document Classification: Identify a document's type based on certain traits. You’ll tell us about the types of documents you want to classify in your business process and provide samples of each type. For example, this skill can help you classify and route invoices, purchase orders, and receipts that you receive through one channel.
  • Email Classification: Identify an email's type based on certain traits. You’ll tell us about the types of emails you want to classify in your business process and provide samples of each type. For example, this skill can help you classify and route inquiries, feedback, and help requests that you receive through one inbox.
  • Document Extraction: Extract data from a document. You’ll tell us about the structure of the type of document you want to extract data from, such as invoices. For example, this skill can help you extract data from fields commonly found in certain documents. For invoices, this might be the invoice number, due date, and total.

You'll configure your skill based on its type.

Design guidance

The AI skill design object is not versioned. However, as you train your skill, you can review the results and create a new model using additional sample data. During this refinement process, each model is preserved in the training summary.

You can access the training summary to view details on model creation history and how the skill was refined to its current state.

Using an AI skill in a process

After you train the skill and determine a model's predictions are suitable for your purposes, you'll publish the model. The published model is what the corresponding smart service uses when it calls the AI skill in a process model.

Only one model can be published at a time within an AI skill design object.

You'll call an AI skill in a process model using the smart services in the AI Skill menu of the palette:

Delete

Deleting an AI skill prevents users from further viewing or editing it or the models it contains. Additionally, any smart service configured to use the AI skill will no longer work as intended.

AI skills can be deleted by users with Administrator permissions to it.

To delete an AI skill:

  1. In your application, go to the Build view.
  2. Select the checkbox of the AI skill you want to delete.
  3. Click Delete.
  4. Review any object dependents and click DELETE.

System administrators have the ability to delete decisions (and other objects) in bulk by selecting them and clicking Delete in the toolbar.

Security

Actions Administrator Editor Viewer Deny
Execute the skill Yes Yes Yes No
View the skill Yes Yes Yes No
Update the skill Yes Yes No No
Save the skill Yes Yes No No
View the security Yes Yes No No
Create a model in the skill Yes Yes No No
Publish a model in the skill Yes Yes No No
Configure the smart service to use the skill Yes Yes No No
Update the security Yes No No No
Delete the skill Yes No No No

If a user or group is assigned the Deny role, they cannot perform any action associated with the AI Skill.

Deployment behavior

You can deploy the AI skill alongside other design objects in your Appian application. This section describes what is deployed with the object and what isn't.

DeployedNot Deployed
Document extraction AI skillN/A
Document classification AI skill
  • Document types
  • Published model
  • Training metrics for published model
  • Documents used to train the model
  • Unpublished models
Email classification AI skill
  • Email types
  • Published model
  • Training metrics for published model
  • Emails used to train the model
  • Unpublished models
Open in Github Built: Mon, Feb 26, 2024 (08:55:37 PM)

AI Skill Object

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