Correct and formulate texts with AI

The AI text assistant helps you correct texts in upmesh or turn bullet points into finished text. You find it in many text fields as a magic wand icon on the right side of the field, as soon as the field contains text and the module Upmesh Ki - Text is booked for your company.

Where the AI text assistant appears

The magic wand icon (tooltip: AI text assistant) appears on the right side of the text field. It is only visible when the field is not empty. You find it, among others, here:

• Tickets: description and comments

• Reports, for example ticket reports, and custom text fields in report templates

• Daily report: the text fields in the daily report dialog

• Time tracking: creating and changing time entries

• Plans: editing a plan

• Project settings: the project description in the project profile

• Files: creating and changing folders and file comments

• Contacts: creating a new contact

• Custom text fields in ticket layouts

If a text field shows no icon, the assistant is not built into that field, the field is empty or the module is missing.

Requirements

• Module: The assistant belongs to the module Upmesh Ki - Text, which must be booked for your company. Without the module the icon does not appear. After a new booking it can take a few minutes until the function is available. To book it, contact upmesh.

• Internet connection: The text is processed on the upmesh server. Without a connection the assistant does not work.

• Content in the field: The field must contain text, otherwise the icon stays hidden. The text can be at most 20,000 characters long.

Effect on others: The module applies to the whole company. As soon as it is booked, all users of the company see the icon in the fields mentioned. Without a booking nobody sees it.

How to use the AI text assistant

1. Write the text in the field.

2. Tap or click the magic wand icon. On large screens a small menu opens at the field, on narrow screens and on smartphones a window opens at the bottom of the screen. Both are called AI Editor.

3. At the top you choose the mode Correct or Formulate. The assistant starts immediately with the mode you chose last, the first time with Correct. You do not have to press any other button.

4. Wait until the result appears.

5. Tap Apply if you want to keep the result, or close the window if not.

Correct and Formulate

Correct improves spelling, grammar and punctuation. Wording, word order, style and content stay the same, as do names, numbers and technical terms. The text is not translated, it stays in your language. At the top you see your Original and below it the Result, in which the changes compared to the original are marked. If the text has no errors, it stays unchanged.

Formulate turns bullet points, keywords or sentence fragments into a coherent, factual text. The assistant only uses the information from your notes and is not supposed to add anything. Short input results in short texts, one to two sentences per bullet point. The text is output as plain text without formatting. Here you only see the Result, without a comparison with the original.

• You can switch between both modes in the open window at any time. A result that has already been generated is kept as long as you leave the window open and do not change the text in the field.

• upmesh remembers the mode you chose last on your device and preselects it the next time you open the assistant.

Effect on others: The mode is only saved locally on your device. Other users and your other devices are not affected.

Apply and discard

• Apply: Replaces the entire content of the field with the result and saves the field immediately. The window closes. There is no undo function. If you still need your bullet points after formulating, copy them first.

• Discard: There is no separate button for this. Close the window with the X at the top right. Your text in the field then stays unchanged and nothing is saved.

Effect on others: As long as you do not tap Apply, nothing changes. After applying, the text counts like any other change you save by hand: other users see it after synchronization.

Important: Check the result before you apply it. An AI can make mistakes, especially when formulating.

If something does not work

• If the AI service cannot be reached, the request takes longer than 30 seconds or no text comes back, the message The AI request failed. appears. Tap try again to repeat the request.

• With other errors, for example without an internet connection, the display depends on the field. In some fields an error message appears, in others only the loading circle disappears and Apply stays greyed out. Check your connection and open the assistant again.

• If you do not see the icon, check whether the field contains text and whether your company admin has booked the module.

Data protection

The assistant only works when you open it yourself. When you do, upmesh sends the text from the field and, where applicable, context from the surroundings of the field to the upmesh server, so that the AI recognizes technical terms and the right tone. The context is not corrected and not included in the result. Nothing is sent while you type. The server does not store the text. Only technical errors, that is failed requests, are logged, together with your user ID and the mode (Correct or Formulate). Still, do not enter any content that must not be in upmesh.