Organization-level Context for AI

What is organization-level context for AI?

Organization-level context allows you to provide global, programmable 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.
• Data Exploration: Configurations that map specific user roles or attributes to their most relevant datasets.

How to add this context?

In Holistics, you can add your organization-level context in the file context.aml. 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

Next step, define your logics by AML or natural language under const ai_context = @md.

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
  }
}

;;