{"id":4928,"date":"2023-05-31T16:52:06","date_gmt":"2023-05-31T14:52:06","guid":{"rendered":"https:\/\/help.r2docuo.com\/knowledge-base\/how-to-activate-the-chatgpt-plugin-step-by-step\/"},"modified":"2023-12-19T12:38:36","modified_gmt":"2023-12-19T11:38:36","slug":"how-to-activate-the-chatgpt-plugin-step-by-step","status":"publish","type":"ht_kb","link":"https:\/\/help.r2docuo.com\/en\/knowledge-base\/how-to-activate-the-chatgpt-plugin-step-by-step\/","title":{"rendered":"How to activate the ChatGPT plugin step by step"},"content":{"rendered":"\n<p>Docuo&#8217;s connector with ChatGPT allows you to create AI prompts in natural language and use the AI responses in your Docuo documents and workflows automatically.<\/p>\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-alert\">Docuo&#8217;s connector with ChatGPT requires your organization to have a paid OpenAI account. This article explains the steps to create such an account and connect it to your Docuo repository.<\/p>\n\n<p>With the connector you can:<\/p>\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:17px\"><strong>Create summaries<\/strong> of information contained in Docuo documents and data sheets.<\/li>\n\n\n\n<li style=\"font-size:17px\"><strong>Extract information<\/strong> from Word 365 or PDF documents, such as dates, amounts, names of persons or forms of payment.<\/li>\n\n\n\n<li style=\"font-size:17px\"><strong>Ask questions about the content<\/strong> of a Word 365 document, PDF or Docuo data sheet (e.g. <em>&#8220;Does it include a Data Protection clause?&#8221;<\/em>).<\/li>\n\n\n\n<li style=\"font-size:17px\"><strong>Automatic decision making<\/strong>  in Docuo workflows, causing a transition to be automatically executed based on a ChatGPT response, typically a score from 1 to 10 (e.g.  <em>&#8220;If you believe the request has an urgency of 7 or higher on a scale of 1 to 10, move forward through this transition.&#8221;<\/em>).<\/li>\n\n\n\n<li style=\"font-size:17px\"><strong>Include suggested<\/strong> AI <strong>responses<\/strong> in workflows (e.g. steps for solving a technical problem supplied by a user in a form).<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">OpenAI account creation<\/h2>\n\n<p>OpenAI is the company that created ChatGPT and provides the artificial intelligence service. To create an account in OpenAI navigate to the following address:<\/p>\n\n<p class=\"has-text-align-center has-medium-font-size\"><a href=\"https:\/\/platform.openai.com\"><strong>https:\/\/platform.openai.com<\/strong><\/a><\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"722\" height=\"530\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-27.png\" alt=\"\" class=\"wp-image-4905\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-27.png 722w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-27-600x440.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-27-50x37.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-27-60x44.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-27-100x73.png 100w\" sizes=\"auto, (max-width: 722px) 100vw, 722px\" \/><\/figure>\n\n<p>On the login screen, if you do not have an account, you can create one with your Google, Apple or Microsoft credentials (recommended) or use the &#8220;Sign up&#8221; link.<\/p>\n\n<p>Once you have created your account, fill in your organization&#8217;s details on the OpenAI website (<a href=\"https:\/\/platform.openai.com\/account\/org-settings\" target=\"_blank\" rel=\"noreferrer noopener\">\n  <strong>https:\/\/platform.openai.com\/account\/org-settings<\/strong>\n<\/a>) , including: Your company name, payment method and monthly usage limit.<\/p>\n\n<h2 class=\"wp-block-heading\">OpenAI API Call Pricing<\/h2>\n\n<p>OpenAI charges for its API calls by dividing <strong>instructions and their responses<\/strong> into tokens. Prices are per 1,000 tokens.  <\/p>\n\n<p>Tokens can be thought of as chunks of words (or syllables), where 1,000 tokens are about 750 words. This paragraph has approximately 35 tokens.<\/p>\n\n<p>If you want to know more about the price of the tokens visit <a href=\"https:\/\/openai.com\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">\n  <strong>https:\/\/openai.com\/pricing<\/strong>\n<\/a>. Docuo is currently integrated with OpenAI&#8217;s <strong>gpt-3.5-turbo<\/strong> and <strong>gpt-4<\/strong> model.<\/p>\n\n<h2 class=\"wp-block-heading\">OpenAI API Key Generation<\/h2>\n\n<p>Once you have configured your organization&#8217;s settings, visit the API keys section: <a href=\"https:\/\/platform.openai.com\/account\/api-keys\" target=\"_blank\" rel=\"noreferrer noopener\">\n  <strong>https:\/\/platform.openai.com\/account\/api-keys<\/strong>\n<\/a>and click on the <em>&#8220;Create new secret key&#8221;<\/em> button:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"781\" height=\"339\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-28.png\" alt=\"\" class=\"wp-image-4907\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-28.png 781w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-28-600x260.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-28-768x333.png 768w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-28-50x22.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-28-60x26.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-28-100x43.png 100w\" sizes=\"auto, (max-width: 781px) 100vw, 781px\" \/><\/figure>\n\n<p>Name your API key whatever you want and be sure to copy it and store it in a safe place, as once you create it you will not be able to view it again. If you lose it, you will have to create another one.<\/p>\n\n<h2 class=\"wp-block-heading\">Entering the OpenAI API key in Docuo<\/h2>\n\n<p>Log in to the Docuo Windows application with an account that has administrative privileges (preferably that of the service owner). In the upper right corner, click the three dots button and the &#8220;Settings&#8221; option:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"483\" height=\"282\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-29.png\" alt=\"\" class=\"wp-image-4909\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-29.png 483w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-29-50x29.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-29-60x35.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-29-100x58.png 100w\" sizes=\"auto, (max-width: 483px) 100vw, 483px\" \/><\/figure>\n\n<p>In the pop-up window, click the &#8220;Plugins&#8221; tab:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"738\" height=\"366\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-30.png\" alt=\"\" class=\"wp-image-4911\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-30.png 738w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-30-600x298.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-30-50x25.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-30-60x30.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-30-100x50.png 100w\" sizes=\"auto, (max-width: 738px) 100vw, 738px\" \/><\/figure>\n\n<p>Now click on the &#8220;Open&#8221; button in the OpenAI section:<\/p>\n\n<p>Enter your OpenAI API key in the text box and click OK:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"786\" height=\"177\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-31.png\" alt=\"\" class=\"wp-image-4913\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-31.png 786w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-31-600x135.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-31-768x173.png 768w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-31-50x11.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-31-60x14.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-31-100x23.png 100w\" sizes=\"auto, (max-width: 786px) 100vw, 786px\" \/><\/figure>\n\n<p>Your repository is now connected to OpenAI and you can start using the ChatGPT plugin.<\/p>\n\n<h2 class=\"wp-block-heading\">First steps with ChatGPT plugin<\/h2>\n\n<p>To create your ChatGPT prompts, open the category manager of a Docuo category that has a process and locate the &#8220;AI&#8221; section:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1002\" height=\"247\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-32.png\" alt=\"\" class=\"wp-image-4915\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-32.png 1002w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-32-600x148.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-32-768x189.png 768w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-32-50x12.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-32-60x15.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-32-100x25.png 100w\" sizes=\"auto, (max-width: 1002px) 100vw, 1002px\" \/><\/figure>\n\n<p>You can create prompts (instructions) in natural language using substitution tags. There are some specific tags for AI instructions, here is an example:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"786\" height=\"443\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-33.png\" alt=\"\" class=\"wp-image-4917\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-33.png 786w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-33-600x338.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-33-768x433.png 768w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-33-50x28.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-33-60x34.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-33-100x56.png 100w\" sizes=\"auto, (max-width: 786px) 100vw, 786px\" \/><\/figure>\n\n<p>Once the prompt is created, in the &#8220;process&#8221; step, choose a transition and add a &#8220;Change metadata&#8221; action to the progress:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"506\" height=\"254\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-34.png\" alt=\"\" class=\"wp-image-4919\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-34.png 506w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-34-50x25.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-34-60x30.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-34-100x50.png 100w\" sizes=\"auto, (max-width: 506px) 100vw, 506px\" \/><\/figure>\n\n<p>When creating the action you can choose an AI instruction to be executed and its return value stored in the field of your choice:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"646\" height=\"387\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-35.png\" alt=\"\" class=\"wp-image-4921\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-35.png 646w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-35-600x359.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-35-50x30.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-35-60x36.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/05\/image-35-100x60.png 100w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><\/figure>\n\n<p>From now on, every time the state is changed by this transition, the instruction will be executed and its return value will be stored in the field, which can be used to create documents, calculate formulas, send automatic notifications or emails.<\/p>\n\n<p>If you want to know in detail the procedure for creating and executing Artificial Intelligence instructions, see this article:<\/p>\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-r-2-docuo-centro-de-ayuda wp-block-embed-r-2-docuo-centro-de-ayuda\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"acIwT8z8gN\"><a href=\"https:\/\/help.r2docuo.com\/en\/knowledge-base\/how-to-create-and-use-artificial-intelligence-ai-instructions\/\">C\u00f3mo crear y utilizar Instrucciones de Inteligencia Artificial (IA)<\/a><\/blockquote><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;C\u00f3mo crear y utilizar Instrucciones de Inteligencia Artificial (IA)&#8221; &#8212; R2 Docuo | Help center\" src=\"https:\/\/help.r2docuo.com\/en\/knowledge-base\/how-to-create-and-use-artificial-intelligence-ai-instructions\/embed\/#?secret=mYvEctYPVF#?secret=acIwT8z8gN\" data-secret=\"acIwT8z8gN\" width=\"600\" height=\"338\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n<h2 class=\"wp-block-heading\">Privacy and compliance considerations<\/h2>\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-danger\">The information you send through the Artificial Intelligence instructions to ChatGPT is governed by the <strong>\n  <a href=\"https:\/\/openai.com\/policies\/privacy-policy\" target=\"_blank\" rel=\"noreferrer noopener\">privacy policy<\/a>\n<\/strong> OpenAI privacy policy. Make sure you understand it before sending personal information in your AI instructions from Docuo.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Docuo&#8217;s connector with ChatGPT allows you to create AI prompts in natural language and use the AI responses in your Docuo documents and workflows automatically. With the connector you can: OpenAI account creation OpenAI is the company that created ChatGPT and provides the artificial intelligence service. To create an account&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"content-type":"","footnotes":""},"ht-kb-category":[454],"ht-kb-tag":[83],"class_list":["post-4928","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-openai-chatgpt-en","ht_kb_tag-docuo-enterprise"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to activate the ChatGPT plugin step by step - R2 Docuo | Help center<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to activate the ChatGPT plugin step by step - R2 Docuo | Help center\" \/>\n<meta property=\"og:description\" content=\"Docuo&#8217;s connector with ChatGPT allows you to create AI prompts in natural language and use the AI responses in your Docuo documents and workflows automatically. With the connector you can: OpenAI account creation OpenAI is the company that created ChatGPT and provides the artificial intelligence service. 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