AI Assistant Settings

The Settings tab includes prompt customization hints and chart color guidelines that can be applied across all of your analysis assistants.

General Assistant Settings:

Enter any overarching guidelines or hints for the AI. Examples include language preferences ("always answer in French") or data exclusions (never use data labeled "test").

 

Chart Branding Guidelines:

Use this section to set up a custom brand profile for charts and visuals generated by the AI Assistant. Create or modify a Brand Profile using the configuration options below.

To apply a Brand Profile to a specific Assistant, select the Assistant, then visit the Settings tab and select the Brand Profile.