Overview
Charlie is most effective when it understands the specific nuances of your business. By setting AI Default Preferences, users with the Administer AI permission can provide permanent Custom Context that guides how Charlie interprets data and formats responses for every user in your organization. This keeps Charlie aligned with your organization's reporting standards and hierarchy. Custom Context doesn't change what a message costs in AI credits.
Required permission: Administer AI, in the Cube AI permission group. This permission is available to Admin users by default. See Manage Cube AI Permissions.
How to Set Custom Context
Users with Administer AI can define global instructions that Charlie references in every conversation. You can open these settings from two places in Charlie:
From the Settings Icon
Open the Charlie in your Workspace.
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Select the Settings gear icon located at the top of the chat interface.
Choose AI Default Preferences from the menu to open the AI Default Preferences drawer.
Enter your instructions in the Custom Context field.
Select Save to apply the changes.
From the More Menu
In an active Charlie chat window, select the three dots (More menu) in the top right corner.
Select Chat Preferences from the dropdown list.
Enter your instructions in the Custom Context field.
Select Save to apply the changes.
Best Practices for Custom Context
To get the most reliable insights, use the Custom Context field to define how you want the AI to behave.
Specify Output Formats: For example, "Always give budget vs actuals" or "Provide summaries in key points".
Highlight Important Dimensions: Tell the AI which Dimensions, such as specific Scenarios or Account hierarchies, are most critical for your analysis.
Define Business Logic: Include details about your fiscal calendar or specific departmental naming conventions to reduce the need for repeat instructions.
Other Administer AI controls
The Administer AI permission also controls your company's AI credits:
- See company-wide usage and the remaining balance on the Usage page. See View AI Credit Usage.
- Buy more credits. See Buy More AI Credits.
- Choose who receives credit alert emails. See Manage AI Credit Alerts.
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