Enabling Smart Component Builder

Overview

Smart Component Builder is an AI-powered conversational tool that transforms how you create and configure Practifi components. Instead of learning JSON syntax and component schemas, you can describe what you want in plain English and receive valid, ready-to-use component configurations instantly.

This capability is particularly valuable for building customized interfaces that help your advisors and teams work more efficiently. Smart Component Builder supports creating and editing tiles and data tables with live previews, built-in schema validation, and direct saving to your Practifi environment. You maintain full control over your configurations while removing the technical barriers that traditionally slow down component development.

For usage tips and troubleshooting recommendations, see Smart Component Builder Best Practices. 

• Understanding Smart Component Builder
• Prerequisites
• Enablement Steps
  • Confirm the AI Feature Parameter
  • Verify Network Configuration
    • Named Credential
    • Trusted URL
  • Assign User Permissions

Understanding Smart Component Builder

Smart Component Builder helps you create JSON configuration code for Practifi components. Traditional component configuration requires understanding JSON syntax, component schemas, and the specific structure Practifi expects. This creates a barrier for many users who have excellent ideas for data views and dashboards but lack the technical expertise to implement them.

With Smart Component Builder, you can:

• Describe components using natural language rather than code
• Preview your component configurations in real time before saving
• Validate configurations against Practifi schemas to catch errors before deployment
• Edit existing components with the same conversational approach
• Deploy components directly to your Practifi environment

The Builder currently supports two component types that can be deployed to various locations in your Practifi environment:

Component Type	RecordType	Lightning Web Component
Table	Table	Practifi - Datatable
Tile	Tile	Practifi - Tile

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Prerequisites

Before you can enable and use Smart Component Builder, your Practifi environment must meet the following requirements:

• Practifi Intelligence must be enabled in your organization. The AI feature parameter must include the Smart Component Builder bit. The Practifi team will enable the feature parameter.
• Network configuration to Practifi AI services must be in place, including the Named Credential and Content Security Policy Trusted URL.
• User permission set assignment: The Practifi - Smart Component Builder permission set must be assigned to users who will build components.
• Settings app access: In order to use Smart Component Builder, users must have access to the Settings app. By default, System Administrators can access all Practifi apps.

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Enablement Steps

Enabling Smart Component Builder involves three main configuration steps: setting the AI feature parameter, verifying your network configuration, and assigning user permissions. Follow these steps in order to ensure proper functionality.

Confirm the AI Feature Parameter

The Practifi team will enable the AI Feature Parameter in your organization. To confirm this step, you can contact your Client Success Manager or Practifi Support.

Verify Network Configuration

Smart Component Builder requires network access to Practifi AI services. Verify that the following configurations are in place:

Named Credential

To verify the Practifi Intelligence Service named credential:

1. Click the gear icon in the upper-right corner of the Practifi screen and select Setup.
2. Use the Quick Find search to search for and select Named Credentials. 
3. On the Named Credentials list, click the Practifi Intelligence Service named credential to open its detail page.
4. On the Named Credential: Practifi Intelligence Service page, verify the following settings:
   • Label: Practifi Intelligence Service
   • Name: Practifi_Intelligence_Service
   • URL: https://services.practifi.com/v1/ai/
   • Generate Authorization Header: Enabled

Trusted URL

To verify the trusted URL:

1. From Salesforce Setup, use the Quick Find search to search for and select Trusted URLs.
2. On the Trusted URLs page, select the Smart_Component_Builder API Name.
3. On the Trusted URL Details page, verify the following settings:
   • API Name: Smart_Component_Builder
   • URL: https://services.practifi.com/
   • Active: Enabled

Please note: If you need assistance verifying or configuring these network settings, contact Practifi Support.

 

Assign User Permissions

Once the feature is enabled and the network configuration is verified, assign the appropriate permission set to users who will build components.

1. In Salesforce Setup, use the Quick Find search to search for and select Permission Sets.

   

2. On the Permission Sets page, click the P shortcut at the top of the list view to filter by name.

   

3. Scroll down and select the Practifi - Smart Component Builder permission set.

   

4. At the top of the Practifi - Smart Component Builder screen, click the Manage Assignments button.

   

5. Click the Add Assignment button above the Current Assignments table.

   

6. On the Select Users to assign screen, check the boxes next to the users who should have access to Smart Component Builder, then click Next.

   

7. On the next screen, click Assign.

   

Best Practice: Start with a small cohort of System Administrators and one or two power users before rolling out to a wider audience.