Customize Behavior

Customize the behavior of Bots using Custom Instructions and Knowledge Assets.

Custom Instructions

Starting in MicroStrategy ONE (September 2024), the custom instruction character limit increased to 2500 characters. For custom instruction considerations regarding the MicroStrategy ONE (September 2024) release, see Considerations.

Use the Customization settings to define your Bot's behavior and response style, tailoring it to fit your specific business and industry needs.

Create a new Bot, or open an existing Bot and click the Edit icon in the upper right.
Click the Customizations panel.
Toggle on Enable the custom instructions.
Describe your business background and any special requirements Bot should consider for the data.
Specify the format of the responses that Bot should use.
Click Save or continue to the other settings.

Click here to see example strings you can enter in the Custom Instructions panel.

Business Background

Classifier

Specify your own classification definition:

Example 1:

Copy

Our company's performance is divided into two grades.

Class A: [metric] > 90

Class B: [metric] <=90

Example 2:

Copy

Our company is taking inventory of assets, expired products, non-tight products, hot products, value products.

Expired products: 

Non-tight products:

Hot products:

Value products:

See the following example results:

Exclude some categories that exist in the dataset:

This instruction requires background information on why you want to exclude the categories and benefits of excluding categories in your business.

Copy

Some attributes(a, b, c) in the dataset are expired. Please exclude them in the calculation and the result.

See the following example results:

Sentiment

Specify your own emotions:

Example 1:

Copy

[Attribute_a] is my competitor, I am super exicited to see the cost significant increase or the sales decrease.

See the following example results:

Specify counterintuitive emotions and semantics:

Example 1:

Copy

The increase of fail ratio is better for me.

Example 2:

Copy

As a car buyer, I am exciting to see the decrease of car sales.

See the following example results:

Conference Resolution

Formulate mapping relationships that do no exist in the current dataset:

Example 1:

Copy

My company is A group, contains (A-1, A-2, A3)

A group is not covered in the attribute's element.

Specify the special meaning of an element in an attribute, such as a competitor company:

Copy

Company B is our competitor.

Additional Knowledge of the Dataset

Define formulas that match the metrics in the current dataset as closely as possible:

Copy

Quick Ratio = (Total current Assets -
Inventory) / Total liabilities

Detailed explanation of the dataset:

Example 1:

Copy

The data in our dataset is about ....

Example 2:

Copy

The attribute a in our dataset is about ...

The metric b is about ...

Response Style

Sentiment

Copy

Provide some positive or negative feedback in the response.

Tone

Example 1:

Copy

Talk like a poet

Example 2:

Copy

Talk like a 3-year-old child

See the following example results:

Entailment

What data do you expect the output to be more focused on:

Example 1:

Copy

Focus on the results which [metric-A] is  greater than 10%

See the following example results:

Conference Resolution

Replace the output with special characters:

Example 1:

Copy

Use MK to represent Michael Kors in the response.

Do not use the following phrasing to replace output: "Use the XX to replace the [metric_name]". This phrasing confuses the Bot as "XX" does not exist in the dataset.

Example 2:

Copy

Use some ** to replace some sensitive text.

See the following example results:

Format

Format the response text. For example, one of the following cases:
- Add an emoji before or after the response.
- Use bullets to format the response.
- Format the response using an example.
- Divide the response into multi-paragraph:
See the following example result:
Summarize text:

Example 1:

Copy

Respond in less than 50 words.

Example 2:

Copy

Please reply with concise sentences.

Example 3:

Copy

Respond casually and in plain terms, make answers understandable for a 7-year-old, avoiding the use of adult topics.

See the following example result:

Considerations

Restrict with some diversity for the Bot. If the result is not stable, explore a different set of instructions.
Starting in MicroStrategy ONE (September 2024), you can define derived element groups, attributes, and metrics in the dataset. MicroStrategy recommends to replace instruction functions to classify elements and define metric calculations. See Advanced Data Preparation for more information.
Starting in MicroStrategy ONE (September 2024), MicroStrategy recommends avoiding adding visualization types and languages to your custom instructions.
Starting in MicroStrategy ONE (September 2024), GPT usage was upgraded to GPT -4o. MicroStrategy recommends that you write specific and strict instructions including detailed backgrounds and emphasize important information.

Knowledge Assets

MicroStrategy AI enhances answer accuracy by utilizing object names and sample data from datasets as context during user inquiries. In some cases, questions posed by users may appear unclear to MicroStrategy AI because of limited context. This typically occurs when users assume that the system will automatically recognize business-specific terms as dataset objects or values. To address this issue, starting in MicroStrategy ONE (March 2024), MicroStrategy AI uses RAG (retrieval augmented generation) techniques to leverage additional knowledge assets that users can upload to Bot. These assets include, but are not limited to, business glossaries, lists of terminology, acronyms, synonyms, and specific definitions (for example, laboratory reference ranges for healthy adults).

Knowledge assets significantly enhance the capability of Bot owners to deliver a more comprehensive and robust chat experience to their business users, ensuring effortless communication and more accurate responses.

To be able to leverage Knowledge Assets, users must have the Create and Configure Knowledge Assets privilege. This privilege is off by default.

Upload Knowledge Assets to Bots

Create a new Bot or open an existing Bot and click the Edit icon in the upper right.
Click the Customizations panel.
In Knowledge, drag and drop a file or click Browse files and select a file to add additional context to the Bot.
You do not need to wait for the Studying step to finish. Click Save.
Return to Customizations to verify that Studying is finished, the upload timestamp, and the number of definitions in the uploaded knowledge asset.

File Format and Constraints

The following guidelines ensure optimal performance and user experience across MicroStrategy Cloud Environments (MCE).

These constraints are subject to adjustments based on the evolving capacities and capabilities of different environments.

Supported File Format and Size

File Format: MicroStrategy only supports knowledge assets in Excel format (.xlsx).
File Size: The maximum file size is 5MB, or 200 rows, whichever limit is reached first.

Content Requirements

Text-Only Content: The file must contain knowledge in text format only. Embedded images, charts, pivot tables, and similar content will not be processed.
Column Constraints: All essential information must be in the first column of the Excel file. While text in subsequent columns will not be utilized by MicroStrategy AI for additional information, you can use these columns to organize your knowledge assets efficiently.
Character Limits: Each cell has a maximum length of 2000 characters.

Feature Limitation

Bot Topics: The Bot cannot utilize uploaded knowledge assets while answering AI generated questions for each predefined topic. Bot owners should be mindful of this when creating topics. AI suggested questions and data questions from user input are answered with relevant content from knowledge assets to improve answer accuracy.