Yanzio Integration for Resource Evaluations

Yanzio Integration for Resource Evaluations

What is the Yanzio Integration?

Yanzio.ai is a cloud-based service that uses artificial intelligence to build capacity and support the information and referral community. Yanzio and iCarol have worked together to offer iCarol customers a free trial of the Yanzio AI Assistants within iCarol.

When the Free Trial is enabled within iCarol, your resource editors will be able to make 10 resource evaluation requests per month, using a sample style guide provided by Yanzio. You will be able to review suggestions and choose if and how you would like to apply those recommendations. To improve recommendations using your own Style Guide and to make additional requests monthly, subscribe to Yanzio.ai and upgrade your integration within iCarol.

How to enable the Yanzio Integration within iCarol

1) As an administrator or user with access to Admin Tools
2) Click on Admin Tools
3) Click on Resources tab
4) Navigate to the “Yanzio Artificial Intelligence (AI) Assistants Integration” section, and the status of the integration is displayed.
5) Click on “Manage Integration”
 

From the Configure your Yanzio Integration page, you will be asked to accept the Terms of Use, then once saved, you will be able to configure your Free Trial or upgrade your Yanzio integration.

Accept Terms of Use

1) Review the Terms of Use
2) Accept the Terms of Use by clicking the “I confirm…” checkbox, then click “Save Changes.” 
Note: Terms acceptance can be removed anytime by unclicking the “I confirm…” checkbox and saving. If the terms are not accepted, all Yanzio Integrations will be immediately disabled. The “History of Changes” will log who, when and what change was made. (e.g. "Accept Terms changed by John Smith (00000) on 07/22/2024 at 03:01 PM")
3) Choose to enable the Free Trial or Upgrade Yanzio Integration
a. If you choose Free Trial, skip to step 4.
b. If you choose to Upgrade Yanzio Integration complete the following:
i. Enter the JWT Bearer Token as provided directly by Yanzio support, click “Check Integration”  to confirm configuration

ii. Choose an iCarol Resource API key
Note: To upgrade your Yanzio integration, you must be subscribed to iCarol Resource APIs. If your system is not subscribed, the following message will be displayed. Please contact support@icarol.com for information, or to have an additional Resource API added to your system for your Yanzio integration.

4) Choose Permissions for who can access the Yanzio tools within iCarol by security level (e.g. Standard and above, Supervisor and above, Admin and above)
5) Click “Save” to save your configuration.

How to Request Evaluations from Yanzio

1) Log into iCarol as a user with access to Yanzio tools
2) Search for, view and edit a Resource Record
3) From the Yanzio menu, click “request” to make a new evaluation request
4) The status bar will indicate when the evaluation has been completed and is ready for review
5) Click the “Evaluation Completed” link, to open the review tool

Note: The Yanzio menu includes the date and time of the last evaluation made from iCarol for this resource record, it also includes the average AI score for all evaluated fields, and a count of how many evaluations have been reviewed and resolved (with or without changes).

 How to Review Yanzio Evaluations:

1) From the Yanzio menu, displayed when editing a resource record
2) Click the “Evaluation Completed” link, to open the review tool

3) Evaluations can be filtered by:
a. Types
b. Scores
c. Status
Tip: Click the collapse button, to hide filters panel.

 
4) The review tool includes:
a. Fields (e.g. Record Name, Description, etc.)
b. iCarol Resource Field Value, including the:
i. current value which can be manually edited and saved; and the
ii. original value which was evaluated
Note: Depending on when the evaluation was requested and reviewed, it is possible the current value and evaluated original value may differ.)
c. Yanzio Recommendations & Explanations, including the:
i. evaluation type, 
ii. score, 
iii. recommended value, which can be copied to the current value field by clicking the checkbox; and the
iv. explanation.
Note: Some fields may have more than one style guide evaluation, when this happens both evaluations will be displayed.
d. Feedback for Yanzio, allowing you to choose a thumbs up or down and enter a free text comment.
Note: Feedback is provided directly to Yanzio to help improve AI evaluation and recommendations.
5) Saving Changes:
a. Choosing Save & Resolve will resolve all displayed evaluations, regardless of any changes to made to the current iCarol field value.
b. Choosing Save & Resolve All will resolve all evaluations, even those not displayed due to filters, regardless of any changes made to the current iCarol field value
Note: Saving is required to update the Resource record with any changes entered. Changes will be documented in the History of Changes.

 Yanzio Integration Workflow:

When upgraded and subscribed to Yanzio, you may choose to have Yanzio evaluate all Resource records. You may choose a manual of scheduled export to provide these files, or provide Yanzio with an iCarol Resource API key. The below diagram shows integrations available now (July 2024) possible with upgrade.



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