Setting up Azure OpenAI Integration

This content applies solely to Vendor Management, which must be purchased separately from the Appian base platform. This content was written for Appian 24.2 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

Appian Vendor Management comes with an integration with Azure OpenAI that can be used to generate message thread summaries. To configure this, you will need to register for an account with Azure OpenAI and configure the connected system with your account credentials. This page provides instructions for configuring the Azure OpenAI Integration in Vendor Management.

Caution: If you do not plan to use this integration, you must toggle the AS_VM_MSG2_BOL_THREAD_SUMMARY_TOGGLE constant value to False in Designer.

Configure application

After setting up your Azure OpenAI account, you will need to configure the application to use the API key.

Register for a paid account with Azure OpenAI, if your organization does not already have one
- NOTE: You may want to start with a free account for dev and test environments, but you will likely hit the request limit fairly quickly.
Generate an API key for the account.
Update AS VM CS Azure Open AI.
- Paste your API key in the API Key field.
- If you are using a pre-existing Azure OpenAI account, it may be related to multiple organizations that pay separately for requests. In this case, you should specify which organization these API requests will count against by populating the Organization field in VM.

The thread summary will now be updated each time a message is added to a thread.

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