How to provide relevant contextual information for your AI assistant

Neelke Stadler Updated by Neelke Stadler

The magic factor of AI is strongly dependent on providing the correct and applicable context for the task at hand

AI assistance involves using artificial intelligence to help humans by providing information, automating tasks, or offering insights based on data. Providing context for the AI assistant is crucial because it ensures that the assistance is relevant and accurate to the user's current situation and needs.

Once you have set up your OpenAI connection, it is time to define the context of your chat service. Providing detailed instructions will make the AI-powered features more personalised and powerful.

Provide context for your AI assistant

Currently a number can have only one AI assistant. That assistant will power all AI features in Turn.

Providing detailed information to OpenAI's large language model helps it know your organisation, its goals, the language you speak, etc. Having this information means the AI can provide suggestions that are better aligned with your organisation.

We make it simple to provide the necessary information to create a customised assistant suitable to your impact service. You will be prompted to complete a set of questions. All questions are optional but the more context you provide, the more specifically and appropriately the assistant can respond to your users.

Send contact profile fields to the assistant

Whatsapp contact profile fields, such as the user's name, are useful for providing personalised chat experiences. In the context of using AI, this is even more true. For example, if you have a maternity health chat service, taking into account the mother's week of pregnancy can help the AI assistant provide more tailored questions and replies. The AI settings let you include the contact details as part of the AI assistant's context:

Upload files to improve the Assistant's knowledge

One of the most effective ways of providing your assistant with a large amount of contextual information, is to upload full documents. This enables you to provide more, and more detailed context to your AI assistant. It also enables you to decide exactly what kind of information you want it to have. We suggest uploading information such as your knowledge base of frequently asked questions, relevant background information for your chat service, the desired tone of voice, etc.

Supported file types are .doc, .docx, .html, .json, .md, .pdf, .pptx, .txt.

Preview and test your assistant

Once you have added information you can test and interact with your assistant using the preview functionality. This allows you to easily tweak the context fields and any documents you provided, iterating until your assistant matches your expectations. Crafting prompts and providing suitable context for AI takes time and iteration to ensure the desired result.

What happens when you do not provide context?

If you do not provide ChatGPT with any additional information that defines your chat service context your AI-powered features will utilise the generic version of ChatGPT that knows nothing about your service and therefore any responses will be generic and have a higher risk of being off-point and not helpful.

By adding more context in the Settings>AI page on Turn means that you don't have to provide as much context in the prompts inside the blocks inside the journeys. By providing more context at this higher level building an AI-powered chat service is more scalable and will save you time as well as ensure consistency across journeys.

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