AI model and job description

The AI model you add to your genie relies on the job description you provide to determine your genie's behavior, persona, and constraints through instructions and guidelines, such as tone, formatting, and role.

AI model

AI forms the brain of your genie. The job description you give your genie determines how it interacts with your users and how it decides which skills to use to execute an action.

AI LLM MODEL

Genies use Anthropic Claude by default. You can switch your LLM to OpenAI GPT or your own LLM. Genies support all model versions of OpenAI GPT and Anthropic Claude.

The genie's AI component uses advanced natural language processing and machine learning algorithms to provide the following capabilities:

• Interprets user requests and queries
• Analyzes context and available information
• Makes decisions to determine which skills to use
• Generates human-like responses
• Decides when to search assigned knowledge bases
• Continuously learns and improves based on interactions

Anthropic Claude AI model

PERFORMANCE SUPPORT IS LIMITED TO PLATFORM AI MODELS

Claude Sonnet 3.7 and OpenAI GPT 4.1 are supported AI models on the Workato platform. Workato only provides genie performance support if you use AI models supported on our platform.

Job description

The Job description section is where you provide detailed prompt engineering to enable your genie to understand its role, personality, and goals. The Job description is automatically generated based on the input you provide to the What would you like your genie to help with? field during genie setup and can be edited to suit your requirements. For example:

What's my job?
Example: "You are a recruiting coordinator who schedules interviews and keeps candidates informed. Your goal is to reduce time-to-hire while ensuring a positive candidate experience."

Who will need my help?
Example: "Hiring managers need interview coordination, HR recruiters want automated communications, and job candidates need timely updates and interview details."

How do I get things done?
Example: "Check calendars first, propose 3 time slots, send invites once confirmed. Pull latest info from ATS for status updates. Always confirm details before acting and follow up within 24 hours."

What should I avoid?
Example: "Don't make hiring decisions, share salary ranges, or promise specific timelines. Never share candidate info between candidates. Escalate sensitive situations to hiring managers immediately."

What results do you want me to track?
Example: "Same-day interview scheduling, 90%+ candidate response rates within 48 hours, and hiring manager satisfaction scores."

How should I talk to people?
Example: "Be warm with nervous candidates, concise with busy hiring managers. Use 'your interview is scheduled' language and always include next steps."

Any extra tips?
Example: "Double-check calendar availability to avoid conflicts. Over-communicate with candidates rather than leaving them wondering. Keep common Q&A responses ready."

Go to the Job description section

Getting started with AI models and job descriptions

Refer to Create a genie manually for complete steps on how to create a genie with a job description, AI model, chat interface, knowledge base, knowledge base recipe, and skills.

Complete the following steps to add an AI model and job description:

1

Sign in to Workato.

2

Go to AI Hub.

3

Click Genies.

4

Click Create to build your own genie.

5

Enter a request or goal for your genie in the What would you like your genie to help with? field.

Create a genie

JOB DESCRIPTIONS ARE AUTOMATICALLY GENERATED

The Job description is automatically generated based on the input you provide to the What would you like your genie to help with? field during genie setup and can be edited to suit your requirements.

6

Use the Save genie in drop-down menu to select a location for your genie.

7

Click Start building. The genie Build page displays.

8

Review and edit the generated description in the Job description field.

9

Go to LLM this genie uses and click the cog icon.

Anthropic Claude is selected by default. No additional configuration is required for this option.

Anthropic Claude AI model

1

Select OpenAI GPT.

OpenAI GPT AI model

2

Click Select LLM.

3

Optional. Click Test to test the accuracy of the LLM for your scenarios.

1

Select Use your own LLM connection.

2

Click + New connection.

Click + New connection

3

Provide a name for your connection in the Connection field.

LLM connection configuration

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Use the Provider drop-down menu to select your LLM provider. For example: Azure OpenAI.

6

Provide your API key in the API key field.

7

Use the Model menu to select or enter your LLM model. For example: GPT-4.

8

Click Connect.

Your job description and AI model are configured.