Advanced Configuration

Add Curated Prompts [Recommended]

Curated prompts guide Lumi users with predefined questions and commands, providing a starting point for data exploration. Read more about Curated Prompts.

Step-by-Step Guide

1. Identify common queries or analytical use cases used within your organization.

2. Craft specific, clear prompts that users can easily understand and use.

3. Test the prompt in 'Chat' and ensure it yields the desired results.

4. Navigate to the Overview tab within the Knowledge Base.

5. Go into 'Edit Mode' and click '+ Add conversation starters'.

6. Save changes.

Reinforce Lumi's Behavior with Memories [Recommended]

"Memories" allows users to provide feedback on Lumi’s responses, which helps improve accuracy and consistency. Read more about Memories.

Step-by-Step Guide

• Ask questions in the chat interface and provide feedback via the thumbs up or down mechanism.

• Commit the memory proposal to the knowledge base for the memory to take effect and to influence similar queries.

Define Explicit Joins [Optional]

Lumi can infer implicit join conditions based on the semantic field name. Admins and contributors have the option to define explicit join conditions that reinforce Lumi's understanding of how two tables can be joined to one another.

Step-by-Step Guide

1. Navigate to the Models tab within the Knowledge Base.

2. Enter 'Edit Mode' and click '+ Add join'.

3. Define the join condition(s), specifying the exact fields.

4. Save changes.

Add Table Details [Optional]

Admins and contributors have the option to define table specific nuances to help Lumi better understand the structure and purpose of the data.

Step-by-Step Guide

1. Navigate to the Tables tab within the Knowledge Base.

2. Click on the table you wish and navigate to the "Details' tab.

3. Add the context you wish Lumi to know about.

4. Save changes.

Define Custom Fields [Optional]

Custom fields allow admins and contributors to create fields that are not found in the underlying source tables. Read more about Custom Fields.

Step-by-Step Guide

1. Navigate to the Tables tab within the Knowledge Base.

2. Click on "+ Add Field" and the select "+ Custom Field".

3. Define the logic and confirm it is working as intended.

4. Save changes.

Click here for a more in-depth walkthrough on how to create custom fields.

Default Query Row Limit [Optional]

To ensure unnecessary computation resources do not occur, a default limit is enabled to 25 records. In some cases this might cause some expected information not to be shown due to this limit. To modify these settings (to 50 or 100 record limit), review Organizational Query Row Limit Settings.