Enabling GenAI features through CloudSuite Self-Service Portal

To enable the GenAI Embedded Experience for Birst, the feature must be toggled on in CloudSuite Self-Service Portal (CSSP).

You must have the Admin role in CSSP to enable features. By default, your company's administrators listed in Infor Concierge will have this role in CSSP.

To learn more about CSSP, see CloudSuite Self-Service Portal User and Administration Library.

Enabling all GenAI features for all tenants

  1. In CloudSuite Self-Service Portal, select Features from the side menu.
  2. From the Feature Type list, select GenAI.
  3. Click the Bulk Action button in line with the Feature Type list.
  4. From the Bulk Option list, select Enable All.
  5. Click Save.

Enabling all GenAI features for a specific tenant

  1. In CloudSuite Self-Service Portal, select Features from the side menu.
  2. From the Feature Type list, select GenAI.
  3. From the Tenant list, select the tenant for which to enable the GenAI features.
  4. Click the Bulk Action button in line with the Feature Type list.
  5. From the Bulk Option list, select Enable All.
  6. Click Save.

Enabling selected features

  1. In CloudSuite Self-Service Portal, select Features from the side menu.
  2. From the Feature Type list, select GenAI.
  3. From the Tenant list, select the tenant for which to enable the GenAI features.
  4. Under GenAI Embedded Experience, locate the GENAI and the Birst options. Enable the features by selecting the check box.
    Note:  Enabling GENAI activates the LLM Passthrough APIs and Prompt Catalog functionality. These are required for the GenAI Embedded Experience to operate correctly.
  5. Click Save.

Available features

The GenAI Embedded Experience feature enables these features for GenAI:

  • Prompt Catalog
  • LLM Passthrough APIs

The GenAI Embedded Experience for Birst enables these features for GenAI:

  • Searching with AI
  • Building and editing Visualizer reports with AI
  • Generating BQL with AI
  • Generate Dashboard Insight Summaries