About AI Assistant settings

The AI Assistant provides marketers, analysts, and data engineers with an AI-powered toolkit for smarter decision-making. AI Assistant features, including the tool-specific AI Assistants, may be enabled or disabled by a user who is assigned the DataGrid Operator policy.

To disable AI Assistant features

  1. From the Settings page, open the AI Assistant tab.

  2. Under Advanced settings, select the Disable AI features option to disable AI Assistant features, including the tool-specific AI Assistants.

  3. Click Confirm.

AI Assistant prompts

Note

Ask your Amperity representative about configuring AI Assistant prompts for your tenant.

A prompt is a question asked to the AI Assistant by a user of Amperity, such as asking it to build a query or segment that meets a set of criteria.

Prompts can also be used to provide context to the AI Assistant to help ensure answers align to brand criteria and goals. For example:

  • Defining key terms

  • Excluding certain types of customers from analysis

  • Specifying which tables should be referenced for specific business questions

Use the prompt testing environment to validate that prompts achieve the desired results, and then promote effective prompts to your production environment.

The Prompts page also supports company context, which lets admins upload reference documents, such as business term definitions, brand guidelines, and product catalogs, that the AI Assistant searches when answering business-specific questions.

Example prompts

  • Use the [table_name] table instead of the Customer 360 table.

  • When referencing gender use the “gender” field in the [table_name] table.

  • When a prompt references [product], where [product detail] is [A], [B], or [C], use [product-filter].

  • When a prompt references a purchase channel with [context A] or [context B] use [channel A] and not [channel B].

  • When a prompt references “full price” use [product-field] to identify US price or CA price.

  • When a prompt references [qualifier A, qualifier B, or qualifier C] use [field] in [table].

    For example, qualifiers could be “ecom”, “ecommerce”, or “online” and field is the “webstore” field in the Unified_Itemized_Transactions table.