Organization-level Context for AI

What is organization-level context for AI?

Organization-level context allows you to provide global knowledge base and instructions to the AI. It guides the AI to adhere to your company’s specific business logic, terminology, and data standards.

Organization-level context typically includes:

• Business Background: High-level information about your company’s industry and goals.
• Operational Knowledge: Unique processes and industry nuances not yet captured in your AMQL formulas.
• Response Preferences: Standardized instructions for the AI’s tone, language, and writing style.

How to add this context?

In Holistics, you can add your organization-level context under const ai_context = @md in the file context.aml. It's programmable and dynamic. You can reference different objects and user attributes.

We have already created an empty file for you to start with. You can find it under either:

• Development > Project Explorer > settings > ai
• Your Tenant name > Organization Settings > More Settings > AI Settings

Examples

Add business background

const ai_context = @md

## Business Background:
    Adventure Works sells high-quality road bikes and mountain bikes, 
    and cycling accessories such as bike racks, stands, tires and tubes, etc.

;;

Add AI repsonse preference

const ai_context = @md

## AI Response Preferences
  - Be concise, professional and objective
  - Always give 1-2 key insights and suggest next steps for deeper analysis

;;

Customize responses by user attribute

const product_context = ''' 
  Preferred dataset: ${products_dataset}
'''

const customer_context = '''
  Preferred dataset: ${customers_dataset}
'''

const purchasing_context = '''
  Preferred dataset: ${purching_dataset}
'''

const ai_context = @md

${
  if (H.current_user.team == 'Business Analyst') {
    product_context
  } else if (H.current_user.team == 'Growth & Marketing') {
    customer_context
  } else if (H.current_user.team == 'Purchasing'){
  purchasing_context
  }
}

;;