The OpenAI configuration of GPT models and prompts does not have its own tab in the Nextian Settings; instead, it is configured directly via Salesforce Custom Settings.
GPT Model Configuration
GPT model configuration is stored in the custom settings (Setup → Custom Code → Custom Settings) under Nextian Service Analyzer.
The following values pertain to GPT model selection:
| Field | Meaning |
|---|---|
| GPT_MODELS | A semicolon-separated list of available GPT models (e.g., gpt-4o; gpt-4o-mini; gpt-3.5-turbo) defines the options accessible to users. Users can select any model from this list. The actual models available will depend on the OpenAI API plan in use. |
| GPT_DEFAULT_MODEL | The default model (e.g., gpt-4o-mini) that will be automatically pre-selected for the users in the UI. |
GPT Prompt Configuration
The Nextian package includes a set of predefined primary and secondary prompts designed to generate outputs through AI actions. Local system administrators can add additional prompts as needed.
Prompts are stored as custom metadata (Setup → Custom Code -> Custom Metadata Types) under Prompts type.
| Field | Meaning |
|---|---|
| Label | Prompt label displayed to the user for selection in the UI (e.g., Case Summary – Short). |
| Description | Optional, internal description of the prompt (not shown to the users). |
| Active | Prompt status (active or inactive) – only active prompts are available to the users (i.e., are displayed in the UI and can be selected). |
| Category | When checked, the associated record (Case, Order, etc.) data is passed to the AI along with the prompt and used for output generation. This is unchecked for generic prompts such as Translate to German. |
| Is Using Record Data | Prompt category (primary or secondary). Primary prompts are used to generate first responses (e.g., generate case summary), secondary ones used to refine the output (e.g. add more data, improve language, etc.). |
| Related Object | A label of the object that the prompt applies to (e.g., Case, Object), empty for prompts that apply to any type of object. |
| Prompt Body | Textual instructions for generating the response, detailing how to format or present the output (similar to ChatGPT prompt) passed to OpenAI along with record data. |
