Advanced Configuration

To maximize Lumi AI's performance and accuracy, consider implementing the following advanced configurations.

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 yield 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

1. Ask questions in the chat interface and provide feedback via the thumbs/ down mechanism.

Please exercise caution. Mis-labeled feedback, such as giving a thumbs up to a bad response, can degrade the quality of future responses.

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 on how two tables can be joined to one another.

By default, Lumi infers implicit join conditions based on the semantic field names. A more clear and intuitive data model improves accuracy and consistency.

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 & confirm it is working as intended

4. Save changes

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