Introduction
The Assistant Settings page allows users with Assistant permissions to customize and preview key settings that drive the experience for end users. This feature is crucial for ensuring that various aspects of the Assistant are correctly configured.
Customization: Enhance usability by customizing the chat display features, language model configurations used, and help content made available to users.
Automated Analytics: Enable Max to automatically evaluate a sample of user interactions from the previous today to simplify experience monitoring.
Accessing the Feature
To access Assistnat Settings, navigate to the Skill Studio area of the product and choose the Assistant icon on left navigation bar. From there, on the Assistant navigation bar select Settings.
Configuring the Assistant
Name
The Name field allows the Assistant owner to customize what appears in at the top of each chat session for end users.
- Enter the desired name in the Name field.
Enable Skill Result Cache
This option allows results of skill runs to be cached for use by future runs of the skill utilizing the same parameters. This can help accelerate the speed of getting to charts, tables and insights as the system will not need to re-execute the skill. If data is relatively stagnant we recommend leaving this setting on. If data is changing often the we recommend leaving this setting unchecked.
- Check the Enable Skill Result Cache checkbox.
- To clear cached utilize the Console and choose Blast My Past. This clears cache for the entire environment.
LLM's
The language models that an Assistant uses can be specific to that Assistant or inherited from the environment defaults
- Within each configurable area choose the language model or choose to inherit from the overall environment
- See the release notes for how AnswerRocket was tested for that release.
Connection
A default database connection can be selected for an Assistant. This is a seldom used feature and generally users will instead use a default Dataset for the Assistant
- Choose a default Connection from the dropdown if desired.
Dataset
A default dataset can be selected for an Assistant. Skills that utilize a dataset will have the meta data of that dataset available to them. If your Assistant is only using one dataset then it's preferable to set that at the Assistant Settings level to ensure there is only one place to manage if changes are required.
- Choose a default Dataset from the dropdown if desired.
- Clicking "Manage Dataset" allows for an easy link to view the details of the dataset and make changes if desired.
Description
The description of the Assistant. If this is populated then it is visible to all users when they start a conversation with Max.
Assistant Avatar
The avatar that will show for the Assistant while chatting with it. By default this is Max's face but can simply be inherited from the Favicon for the environment or uploaded specifically for the Assistant.
It is recommended to use a square image and to use an SVG so it scales well for different sizes.
Landing Page
When a user starts a conversation the HTML content provided here will be displayed to the right of the Chat. This can be a key area to inform users of the capabilities of the copilot.
- Choose a default Dataset from the dropdown if desired.
- An OnClick event can be tied to a an element to automatically inject a question into the conversation.
onclick='window.parent.postMessage( {askQuestion: "sample question here"})'
System Prompt
The System Prompt is a place to give your Assistant a personality and teach it critical things to know at all times. Your assistant will come with a default System Prompt but often you will want to customize the prompt.
For guidance on how to best build prompts see OpenAI's Guide.
In addition Anthropic has a prompt builder to help you get started. Paid subscription is required.
Of course there is a lot more information available on the internet and the field is moving rapidly.
Within the System Prompt there are a few keywords that Max can use to make the prompt dynamic.
{{today}} - This automatically inserts todays date into the prompt
{{quarter}} - This automatically inserts the current quarter into the prompt
{hints} - This automatically inserts hints for the LLM into the prompt. See Assistant Questions for more information about hints.
{{copilot_dataset_end_date}} - This automatically inserts the end date for the dataset that is associated with the Assistant(copilot).
Footer Message
An optional footer message can be added to your Assistant to appear directly below the Chat input. This is often used for disclaimers.
Enable Daily Evaluations
This allows for questions to run through the automatic evaluators. The results of these are consolidated within the "Tests" tab. Daily evaluations run overnight. One can set the number of questions to be evaluated. The system will prioritize questions that were given Thumbs Down feedback first and then randomly select questions from the previous day.
One can specify any users email domains to exclude from the nightly evaluations.
Updated