Manage Bot Data Using the Data 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.

Use the Data panel to manage your bot's data by:

• Updating the AI dataset collection, including adding datasets and refining the data

• Adding a new bot to a universal bot

• Deleting a bot from a universal bot

• Hiding the dataset and column descriptions so you can focus on the objects (for a universal bot, this hides the bot descriptions)

  These descriptions contain information for the bot to make decisions; therefore, they are not available as descriptions in the Ask About panel.

• Displaying a single dataset or bot to focus on that data

• Refining the automatically-generated dataset and column descriptions (for a universal bot, this affects the bot descriptions)

• Adding column aliases

• Opening a source bot in a universal bot

When the AI dataset collection contains unstructured data (beginning in Strategy One (June 2025), it displays in a separate section. You can expand and collapse the Structured Data and Unstructured Data sections to focus on specific data sources. In the example below, the Structured Data section is collapsed and the Unstructured Data section is expanded so you can view it.

Update the AI Dataset Collection

Update the collection to:

• Add more datasets, if the existing datasets do not provide all the data that you need for your bot

• Delete a dataset that your bot does not need to answer questions

• Refresh the data to keep your bot up-to-date when data changes

• Refine and edit the data

Updates apply to any bot that uses the collection.

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

3. Click Update Dataset.

   • This option is unavailable for universal bots, since they do not use AI dataset collections.

   • If Update Dataset is unavailable for a regular bot, save your bot.

4. Prepare and edit the datasets.

5. Click Save. Click Save at the prompt reminding you that the updates apply to all bots that use the collection.

Add a Bot to a Universal Bot

A universal bot contains multiple bots in a single intelligent assistant. You can add more bots if the existing ones do not provide all the necessary information or when requirements change.

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

3. Click Add New Bot.

4. Select the bot(s) to add.

5. Click Create.

Delete a Bot from a Universal Bot

A universal bot contains multiple bots in a single intelligent assistant. Delete a bot that is not needed to answer questions.

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

3. Click the menu icon for the bot to be deleted and select Delete Bot.

Hide the Descriptions

By default, the dataset and column descriptions are shown. When you hide the descriptions, as shown below, only the object names are shown; this allows you to focus on the objects more easily.

A universal bot (multiple bots combined into a single intelligent assistant) displays descriptions for the bots rather than datasets and columns. When you hide the descriptions, only the bot names are shown.

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

3. Toggle off Show Descriptions.

Display a Single Dataset or Bot

By default, all datasets in the AI dataset collection display. You can display a single dataset to focus on that data.

For a universal bot (multiple bots combined into a single intelligent assistant), all bots display. You can display a single bot.

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

3. From the drop-down list, select the dataset or bot to focus on.

Refine Automatically-Generated Descriptions

For each dataset, the system automatically generates the following descriptions:

• A dataset description summarizing its overall context and purpose

  Example: For the Sales Data 2024 dataset, the description is Dataset containing sales performance metrics by region for the year 2024

• A description for each column based on the column name and sample values

  Example: For the Customer_ID column, the description is Unique identifier for each customer

In a bot, you can edit the dataset and column descriptions. You can add examples, units, or clarifications. Enhance the automatically-generated descriptions to provide richer context, which helps the bot interpret ambiguous user queries and resolve synonyms or jargon specific to the dataset. For example, you can add that the Revenue column uses the U.S. dollar and that NW in the Region column means Northwest. If the QTY column is described as Quality, edit it to the correct definition of Quantity. In a healthcare dataset, the Procedure_Code column is described as A code representing procedures. You can refine it to A standardized code (ICD-10) representing medical procedures performed during patient visits.

For a universal bot, the system automatically generates a description of each sub bot. You can edit the descriptions.

It is recommended that you do not delete any of the automatic description but instead add to it. You can reload descriptions to return to the original information.

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

3. If you have multiple datasets or bots, you can focus on a specific dataset or bot by collapsing the others.

4. Edit the dataset and column descriptions. For a universal bot, edit the bot descriptions.

5. To return a dataset or column description to the original, automatically-generated text, right-click the dataset or column name and select Reload Description. Any edits you made are removed.

   

6. To return the dataset description and all the column descriptions in the dataset to the original, automatically-generated text, click the menu icon for the dataset and select Reload All Descriptions.

   

7. To return a bot description to the original, automatically-generated text, click the menu icon for the bot and select Reload Description.

8. Click Save.

Add Column Aliases

Users may refer to dataset columns with alternative names, abbreviations, or phrases. Starting in Strategy One (August 2025), you can specify aliases for column names. This helps map user questions to the relevant attribute forms and metrics, reducing ambiguity and enhancing the accuracy of bot responses. Column aliases display in the bot's question box and Ask About panel.

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

3. Click the menu icon for the column and select Manage Alias.

4. In the Alias box, type each column alias, pressing Enter after each.

   

5. To delete an alias, hover your cursor over it and click X.

   

Open a Source Bot in a Universal Bot

In a universal bot, you open one of the source bots to view and test it.

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

3. Click the menu icon for the bot to view and select Go to Bot.

   

The selected bot opens in a new tab. You can ask questions or edit the bot, if you have the correct permissions.