Ask AIMI

Ask AIMI is the on-demand, configurable way to run individual AIMI prompts on an Interaction, the same prompt templates the AIMI Tier 1 Agent's subagents use, run directly rather than through the orchestration agent. Instead of the agent being triggered by the system to review an Interaction and make recommendations, a human Medical Information specialist clicks the Ask AIMI button from an Interaction. They select which configured subset of prompt template(s) to run, review the result, and then select which actions to take (if any).

	Ask AIMI (on-demand)	AIMI Recommends (automated)
Trigger	A specialist clicks Ask AIMI on the Interaction	Runs automatically when an email-origin Interaction gets a country set (on creation or when the country changes)
What runs	The prompts the specialist selects in the modal	The configured actions of the AIMI Tier 1 Service Agent
Where output appears	In the Ask AIMI modal, immediately	As recommendation cards in the AIMI Recommends review panel
How records are created	The specialist chooses which response actions (flows) to run	The specialist clicks Accept and Create on a recommendation card
Governance model	The specialist reviews output before choosing an action	Every suggestion is stored as an MAI_AIMI_Response_Log__c record for review

Both experiences are part of the same AIMI package and can be used side by side: Ask AIMI for ad-hoc, specialist-driven prompting, and AIMI Recommends for hands-off, governed review of incoming Interactions.

Run a prompt with Ask AIMI

1. Open an Interaction in the Medical Information Cloud console.
2. Click Ask AIMI in the AIMI Prompt Component that your administrator placed on the Interaction record page.
3. In the AIMI Prompt Selection modal, review the available prompts. Prompts that are configured to be selected by default are already checked; select or clear prompts so that only the ones you want to run are checked.
4. Click Run. Ask AIMI runs each selected prompt against the open Interaction and switches the modal to the results view.
5. Review each AIMI Response. When a prompt returns structured output, the modal formats it as labelled fields for easier reading.
6. For prompts that have an associated response action, select the results whose action you want to apply, then click the action button to run those flows. Each selected response is passed to its flow along with the Interaction so the flow can act on it (for example, by drafting or updating a record).
7. Click Cancel at any point to close the modal without running any actions.

note

Ask AIMI runs the prompts you select on demand; it does not create records on its own. Records are created only when you choose to run a response action against a result.

Set up Ask AIMI (administrators)

Ask AIMI has three configuration pieces: the prompt component on the page, the permission set that lets specialists run it, and the prompt-option records that define which prompts appear.

1. Place the prompt component

Add the AIMI Prompt Component (maiAimiPromptComponent) to the Interaction (Case) record page where specialists should be able to run prompts on demand. The component is not on a packaged FlexiPage, an administrator places it on the page in the Lightning App Builder, typically below the Notepad.

2. Grant the permission set

Assign the MAI_Run_AIMI_Prompt permission set to the specialists who should be able to run Ask AIMI prompts.

3. Configure the prompt-option records

Ask AIMI reads the prompts to show from records of the MAI_AIMI_Prompt_Option__mdt custom metadata type, the same custom metadata type that configures the automated Agentforce agent (see Set up MIC AI).

Ask AIMI surfaces the prompt-option records whose MAI_SObject_Name__c matches the object the component is on (typically Case), ordered by MAI_Sort_Order__c. The fields that drive the Ask AIMI experience are:

Field	Purpose in Ask AIMI
MAI_Prompt_Label__c	API name of the custom label shown as the prompt's name in the modal
MAI_Description__c	API name of the custom label shown as the prompt's description in the modal
MAI_Prompt_Developer_Name__c	The GenAI prompt template the option runs
MAI_Input_Reference_Name__c	The prompt input variable that receives the Interaction (for example, Input:Interaction)
MAI_SObject_Name__c	The object the prompt runs against (Case for Interactions)
MAI_Sort_Order__c	The order the prompt appears in the modal
MAI_Default_Checked__c	Whether the prompt is selected by default when the modal opens
MAI_Flow_Action_Name__c	Developer name of the flow to run as the response action for the prompt's result
MAI_Flow_Action_Label__c	API name of the custom label shown on the response-action button

The labels referenced by MAI_Prompt_Label__c, MAI_Description__c, and MAI_Flow_Action_Label__c are resolved as custom labels, so the modal text is translatable.

note

AIMI installs with a couple of example prompt options already set up, Detect Adverse Event and Detect Product Quality Complaint, each with the display fields above and running its detection prompt against the open Interaction. These examples are a starting point, not a fixed list: you can edit them, add your own, or turn them off at any time. Any prompt option you define can point at any prompt template and its related response-action flow, so you can configure whatever combination of prompts and actions your team needs.