In the Ask Your Data Chats dashboard, click the Info and Help button.

Click the Content Library link.

The Context Library allows you to provide the background and rules that guide Ask Your Data's behavior and responses.

Note: Your data remains private and confidential. It is your institution's data, not to be shared externally or used outside of the context of generating responses for your organization.

General Instructions for Ask Your Data can include standard response formatting, organizational terminology, basic filtering, and labeling clarity among other instructions.

To modify or add new rules that guide the model's responses, click the Add & Edit Rules button.

To modify or add rules, click and edit the text box. These updates will affect all projects and users within your organization. Make sure you’ve reviewed the context and rules before applying them.

Then click the Save button.

In the Institutional Source Documents section, upload your institution's policy documents, student handbook sections, eligibility criteria process documentation, or custom reports or rubrics to help guide Ask Your Data.

To add or manage documents that provide institutional context, click the New Document button.

To upload a document, add the title and description.

Then drag a file or browse your files to select the document you want to upload and click the Upload button.

Uploaded Institutional Source Documents display the title, description, status, last updated date, and if the document is enabled

To delete an Institutional Source Document, click the Options button. Then click the Delete link.