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Rulebook

Rules are general-purpose guiderails for the AI. In general, Golden Queries are preferable to rules because the AI learns better by example. To create rules, click the "Rulebook" icon in the left sidebar. This icon may only be available to admins.

Business Dictionary​

You can think of the Business Dictionary like a glossary for your business jargon. For example, you may want to define "ARPU" as "Average Revenue Per User", or you may want to list synonyms within your business.

Search Terms​

Search Terms are used to map terms to tables and columns. This can be useful in helping to teach the AI the connection from business language to the data schemas.

Examples:

  • Customer -> Name column on the User table
  • Contract -> Content column on the Document table

IMPORTANT: Search terms are keyword based. This means they use keywords to appropriately pull in the right data.

Excluded Tables​

By default, all tables are included. You can create exclude tables so that only a subset of tables will be used in AI generation. This can be useful if you ingested more tables than you want to use with AI, or if some tables are not used.

Column Metadata​

Column Metadata allow you specify rules for specific columns,. Column Metadata has two components: Description and Tags.

Column Descriptions are useful for telling the AI about what a column represents. For example, you might explain that the "revenue" column actually only includes gross revenue for a specific product line, not all revenue.

Column Tags are useful for helping the AI use the columns in query generation. For example, you may have a "Filter" tag on "user_type" that tells the model this is an important column to filter on. You might have a "Group By" tag on an ID column to help the model deduplicate a transactional table.

Question Routing​

Question Routing is another lever to help the AI select the appropriate table. Question Routing differs from search terms in that Question Routes capture the intent of the question, and map that intent to the appropriate tables.

Inbox​

The Inbox shows all of the AI suggested rules for consideration. These rules are automatically generated by the AI based on Golden Queries and they can be accepted or rejected by administrators.