AI Features & Settings

Select Star has a number of AI powered features:

1. AI generated documentation

2. Ask AI Chatbot

Admins can configure the settings for these features under Admin > AI Settings.

Here, admins can

• Control the availability of all AI powered features via the Enable AI Features toggle

  • Separately enable/disable AI Generated Descriptions and the Ask AI Chatbot

• Configure the language of AI generated responses

• Enable AI to automatically document data assets when a new data source is added

  • This setting only applies when a new data source is added, not to existing data sources.

  • When enabled, descriptions will be generated for the top 20% of assets, by popularity and lineage

AI Settings

Ask AI Settings

Note: The Ask AI settings apply to both the in-app and Slack versions of Ask AI.

Chatbot Prompt Customization

Admins can further provide custom instructions, enhancing the relevance and quality of the chatbot for your use cases.

Some examples include:

• Do not generate SQL queries unless explicitly asked

• Only return assets with the "Certified" tag

• If there are multiple matching resources, always return the most popular ones

Admins can add custom instructions and click Save to update them for all users. This applies immediately so you can quickly test out the impact with the Ask AI Chatbot.

Customize the Ask AI Chatbot prompt

Ask AI Chatbot Data Access

You can also restrict the access the Ask AI chatbot should have access to, in case there are data assets that are not relevant to most users.

By default the Ask AI chatbot has access to all data assets in your instance, including:

• Tables and columns

• Dashboards and charts

• Documentation: Pages, Metrics and Glossary Terms

Default Ask AI Chatbot Data Access

You can narrow down the available assets

• By data source (i.e. Tableau, or Snowflake)

• For data wareouse tools: by database and schema

• For BI tools: by folder

• For documentation in Select Star: All Docs, or by individual document asset

Data Asset rules are treated as additive, so the chatbot will have access to all asset in any of the specified data sources, databases, schemas or folders.

If you remove All from the data access, be sure to add All Docs if you want the chatbot to have access to the pages, metrics and glossary terms that you have added in your instance.

You can further limit the Ask AI chatbot to use only assets tagged with specific tags i.e. Certified, or Gold. This applies on top of the available data assets.

In the below example, the chatbot will have access to

• any dashboard and chart in Tableau that have been tagged with Gold or Certified

• all pages, metrics, glossary terms in Select Star that have been tagged with Gold or Certified

• the tables and columns in the OLIST.DATASETS schema that have been tagged with Gold or Certified

Customized Data Access for the Ask AI Chatbot

Things to Note

• Embeddings backing AI features are generated once a day. If you add a tag to a data asset, it will not be reflected in chatbot responses until the embedding is re-generated.

• If you are customizing data access with a tag filter, remember it applies to all assets that the chatbot has access to, including documentation, dashboards and tables.