Samantha

Samantha is a generative AI-powered virtual assistant embedded within the CGI Advantage ERP platform. It enables users to ask natural language questions and receive context-aware, real-time answers sourced from documentation. Samantha is designed to reduce reliance on manual searches, improve user efficiency, and deliver smarter support directly within the application. Samantha is available in two versions for CGI-hosted Advantage clients:

Baseline Samantha (Free):

Trained on CGI’s baseline Advantage documentation, including Run Sheets, User Guides, and Common Guides.
Available at no extra cost for all Advantage Cloud clients.
Responses are based on the user’s application access, ensuring guidance is relevant to the modules they can access.
Example: A user with access only to Financial will receive documentation relevant to Financial tasks.

Licensed Samantha (Site-Specific):

Requires a separate license and unlocks enhanced functionality.
Allows clients to upload site-specific documentation (for example, internal policies, job aids).
Content is mapped to business roles, enabling highly tailored, role-specific responses.
Provides access to configuration tools (for example, Connector Builder, Prompt Management, Role Mapping).
Offers optional analytics and conversation tracking.
Baseline documentation is disabled when site-specific mode is activated.

Note: Samantha is disabled by default. Refer to the “AI Transparency and Governance Dashboard” and “ERP Application Parameters” topics in this guide for additional details on the parameters related to this feature.

Feature	Feature Description
AI-Powered Assistance	Provides natural, human-like responses based on Advantage baseline end-user documentation.
Security Role Based Responses	Answers are tailored to the user’s application access. Example: Users with access to Advantage HRM and Financial receive responses relevant to those modules documentation, while vendor users cannot access employee-specific documentation.
Copy Functionality	Users can copy responses directly from the Samantha chat window for easy reference.
In-Session Chat History	Users can scroll within their current chat session to review previous questions and Samantha’s responses. However, chat history is not retained once the session ends.
Maximize and restore	Users can click the Maximize Samantha button to make the chat window occupy the full screen, and the Restore Samantha button returns the chat window to its previous state.
Minimize	Users can click other Minimize Samantha button to reduce the chat window without losing their chat session. The chat can be reopened from the bottom right launch area.
Streaming response	Samantha’s response is delivered in a streaming format, shown in chunks as soon as a query is submitted.
Show references	Clicking the Show References button, which appears at the end of Samantha’s response, expands the view to 100% width and displays the referenced documents. In this expanded state, the Ask Samantha popover is split into two sections: the Chat area and the Reference Documents area. A splitter separates the two, and the Reference Documents section shows the file icon, file name, and match percentage. Match percentages of 70% and above are shown in green, while those below 70% are shown in orange.
Hide References	The Hide References button is visible after selecting the Show References button. When clicked, it collapses the References section, while keeping the Samantha chat window expanded.
Stop Querying	Users can stop Samantha’s response at any time by clicking the Stop Querying button, which replace the send icon while a response is being generated. This allow users to cancel the reply instantly if it is no longer needed.
Like and Dislike Feedback	Users can provide feedback by clicking the Like or Dislike buttons, along with an optional comment. They can provide both types of feedback for the same response if needed.
Handling Long Queries	Users can type long queries in the Samantha chat window. The text box size increases dynamically to accommodate the first 5 lines and displays a scrollbar for queries longer than that.
Reflow	Users can access the Reflow feature, which ensures that Samantha remains fully functional and content-rich, even when the browser is zoomed in. Depending on the system’s screen resolution and zoom level, Samantha automatically adjusts to fill the entire application screen, delivering an optimal viewing experience without compromising content or functionality.