Note: Data Chats is a beta feature and may have limitations or changes as it evolves.

Customize your data chat experience using workspace instructions and saved prompts. These customizations apply to all users in the workspace.

Workspace instructions

Add a workspace instruction to customize your data chat responses. After you add a workspace instruction, all your data chats use this instruction whenever you ask a question. A workspace instruction applies to all users in your workspace.

Workspace instructions take priority over other instructions you give in a data chat and are immediately applied to other chats. When you create an instruction, you can see who edited it last and the timestamp.

Guidelines and requirements for workspace instructions

Assign the editor role to one user who has a holistic perspective of your business context because these instructions are set workspace-wide and apply to all users.
When you create an instruction, identify contexts that apply to all users in your workspace.
You can specify different business contexts as different workspace instructions. For example, create one instruction to define what metrics you want to see as part of performance evaluation, and another to define your organization's terminology.
Avoid creating conflicting instructions.
You can delete or edit an instruction, but you cannot restore an instruction after you delete or its previous version after you edit.
You need access to your Funnel workspace with Data Chats enabled in it.

Add a workspace instruction

Follow these steps to add a workspace instruction.

Open Data Chats from the left navigation menu.
From the sidebar on the left, go to Customization > Workspace instructions.
Click + Add instruction.
(Optional) Enter a relevant title.
Enter the workspace instruction, and click Save.

Note: The instruction applies to all users in this workspace.

Edit a workspace instruction

Follow these steps to edit a workspace instruction.

Open Data Chats from the left navigation menu.
From the sidebar on the left, go to Customization > Workspace instructions.
You can see all the workspace instructions.
Click the More options menu for the instruction you want to edit, and select Edit.
Make changes to the instruction, and click Save.

Note: You can’t restore the previous version of an instruction.

Delete a workspace instruction

Follow these steps to delete a workspace instruction.

Open Data Chats from the left navigation menu.
From the sidebar on the left, go to Customization > Workspace instructions.
You can see all the workspace instructions.
Click the More options menu for the instruction you want to delete, and select Delete.
Click Delete to confirm.

Note: You can’t restore the instruction after you delete it.

Saved prompts

Saved prompts allow you to create a shared library of prompts for all users in your workspace. You can save effective prompts, especially if they are long or complex, and reuse them to guide other users in your workspace on how to start a meaningful chat. This feature is also useful for prompts that you use frequently.

Add a prompt

Follow these steps to add a prompt.

Open Data Chats from the left navigation menu.
From the sidebar on the left, go to Customization > Saved prompts.
Click + Add prompt.
The Add prompt dialog appears.
Enter a title for the prompt.
Enter the prompt.
Note: The prompt must have at least 20 characters.
Click Save.

Tip: If you are creating a prompt for the first time, you can also select the Add prompt option located below the chat field in the Data Chats page.

Use a saved prompt

You can access a saved prompt in a new chat or in an existing chat.

In a new chat

Go to Data Chats and click New chat.
Click the Saved prompts category to view the list of available prompts in your workspace.
Select the prompt you want to use.
The prompt loads in the chat field.
Click Enter or the send button.