Strategy ONE

Customize Bot Behavior Using the Advanced Settings Panel

Beginning in Strategy One (March 2025), bots have been enhanced to improve responses and the bot creation process. For more information on the enhancements, see Strategy One (March 2025) Enhancements.

  • You can continue to create bots, as well as edit and use bots created in previous versions. For an introduction, see Auto Bots: Customized Stand-Alone Bots (prior to March 2025).

  • To enable the new bots, contact Strategy support. For an introduction to the new bots, see Auto Bots: Customized Stand-Alone Bots. For steps to create a new bot, see Create a Bot.

Customize the behavior of bots with custom instructions and temperature.

  • Custom instructions guide how the bot interacts with users, ensuring a seamless and intuitive experience. They provide a framework for the bot to understand your business background, learn specific requirements about your data, and deliver responses in the appropriate format.

  • Temperature controls the variation in the bot's responses, on a scale from focused to dynamic. Focused returns the same response every time you ask the same question. A dynamic temperature returns more varied and creative responses to the same questions. As you move the slider towards focused, the responses become more predictable and consistent. This results in more straight-forward, factual output. As you move the slider towards dynamic, the responses become more diverse and random. This leads to more creative interactions, ideal for generating engaging user-centric recommendations. Temperature is not available for a universal bot; the temperature is determined separately in each bot definition.

Custom instructions are optional; you do not have to enable them.

Best practice: Custom instructions constrain the bot's ability to provide interactive, human-like answers. Focus on the format and tone instructions to personalizeyour bot. Test your bot before adding custom instructions. Make small adjustments as needed to guide the bot. Avoid complicated instructions. Refine Automatically-Generated Descriptions to help the bot interpret ambiguous user queries and resolve synonyms or jargon specific to the dataset.

Customize the Bot's Behavior

  1. Create a new bot or open an existing bot and click the Edit icon in the upper right.

  2. Click the Advanced Settings panel .

  3. To use custom instructions:
    1. Toggle on Enable custom instructions.
    2. Describe your business background and any special requirements the bot should consider for the data. Hover your cursor over the Information icon to view examples.

      The character limit is 1500 characters. This field does not display for universal bots. The requirements are determined separately in each bot definition.

    3. Specify the format of the responses the bot should use, such as the structure or tone for responses. Default instructions are provided, but you can remove, edit, and customize the format instructions. Hover your cursor over the Information icon to view examples.

      The character limit is 1500 characters.

    4. Beginning in Strategy One (June 2025), specify the types of questions that should be rejected at the bot level, that is, that the bot does not answer. Examples include "Do not discuss topics related to profit" and "Do not provide information about social security numbers".

      The character limit is 2500 characters.

  4. The Attribute Form Temperature default is .5, balancing predictable and creative responses. This temperature setting picks attribute columns to include in responses.
    • To provide more predictable responses, move the slider to the left towards Focus.
    • To provide more creative responses that include additional attributes to enrich the answer quality, move the slider to the right towards Dynamic.
  5. The Metric Temperature default is .2, resulting in more predictable and precise responses for metric values.
    • To provide a single correct answer, move the slider to the left towards Focus.
    • To provide more varied and creative responses, move the slider to the right towards Dynamic. Additional metrics are used in answers, enhancing the comprehensiveness of answers with more insights.
  6. The Speaker Temperature default is .3, resulting in predictable and precise responses.
    • To provide even more predictable responses, move the slider to the left towards Focus.
    • To provide more varied and creative responses, move the slider to the right towards Dynamic. A more dynamic temperature generates more conversational interactions and creativity, making the answers more engaging and natural.

    7. See Temperature in the introduction for more information. Temperature is not available for a universal bot; the temperature is determined separately in each bot definition.

  7. Click Save.

Sentiment

  1. Specify your own emotions:

Example 1:

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

See the following example results:

Response Style

Sentiment

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Provide some positive or negative feedback in the response.

Tone

Example 1:

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Talk like a poet

Example 2:

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Talk like a 3-year-old child

See the following example results:

Format

  1. Format the response text, as shown in the examples below: 
    • Add an emoji before or after the response.
    • Use bullets to format the response.
    • Format the response using an example.
    • Divide the response into multiple paragraphs:

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      Divide the response into multiple paragraphs.

      For example:

      ## Title a

      - content of paragraph

      ## Title b

      - content of paragraph

    See the following example result:

  2. Summarize text:

Example 1:

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Respond in fewer than 50 words.

Example 2:

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Please reply with concise sentences.

Example 3:

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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: