From Setup to Success — All in One Place

Making AI Requests and Viewing Responses

• Using the AI Model Configuration record
• Activate History
• Viewing Request History
• Add Component
• Using the AI Record Component

Using the AI Model Configuration record

You can test your configuration from the related tab:

1.  Go to AI Model Configurations and select a record

2. Click on Peeklogic AI Request tab

3. Populate the necessary parameter according to AI provider and model, example:

• • Add a message with the role system 
  • Add a message with the role user and enter your prompt(content)
  • Upload file

4. Click Make Request

The system sends the payload to AI and returns a response.

• The answer is displayed below in a response bubble

Activate History

Some AI models also have a history. For example, GPT and Gemini.

To enable it, switch the toggle switch in the Activate History field to the active state.

After that, you can submit a request for what you need to remember. And click on “Make Request”

After a while, the AI will send us a response saying that it has remembered this. So if we try to ask it about what we asked it to remember, it will give us an answer.

You can see all requests and responses in this tab. You can also open them to see detailed information.

Viewing Request History

Go to the AI Requests tab:

• Shows all prompts and metadata per request

Go to the AI Responses tab:

• Shows full response body and returned data
• You can click into each request to view the related model configuration, timestamp, and raw JSON

Add Component

To add a component, follow these steps:

• Open any Salesforce record on the necessary object and click on the gear icon. Setup Menu -> Edit Page

• In the search box, type “AI” and find our component.

• Drag it to your page and add it
• Click Save

Using the AI Record Component

You can make your request from the Salesforce records:

1. Go to Lightning App Builder
2. Add the ‘AI Record Component’ component
3. The AI Record Component has two tabs for using:

• New Requests: select the created AI Model, make request on Salesforce record

You can select data entry from the drop-down menu.

• User Input Text

Available fields that need to be filled in:

• Text – your prompt.
• Role – user or model

• User Input with System Context

Available fields that need to be filled in:

• Text – your prompt for AI/User.
• Role – user or model

• User Input File

Available fields that need to be filled in:

• Text – your prompt for AI/User.
• Role – user or model
• Data – upload your file.

Note: It is possible to upload files.

• Requests => Response: viewing history of requests and responses for Salesforce record