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Context & knowledge

Custom AI prompts

A custom prompt is a standing instruction the AI receives every time it touches the data it's attached to — no need to repeat "amounts are in EUR" in every chat. GoPie has three levels; each has a distinct job and a distinct reach.

Know the three levels

LevelWhere to editReaches
DatasetDataset Settings → General → Custom AI promptChat and the playground's Ask AI, whenever this dataset is in play
ViewView Settings → Custom AI PromptSame — for queries against the view
ProjectThe project overview's description bannerChat only, when the project is attached — the playground's Ask AI doesn't receive it

All three save as you type them — edit, click away, done. There's no length limit, but shorter is better: these tokens spend context on every question.

Important

Because the project prompt doesn't reach the playground, any instruction that must hold for SQL generation on a specific dataset belongs on the dataset, not the project. Reserve the project prompt for conversational ground rules.

Write instructions that work

Good custom prompts state facts and rules the schema can't express:

  • Semantics — "amount is in cents; divide by 100 for euros."
  • Business rules — "Always exclude rows where is_test = true."
  • Preferred defaults — "When asked about revenue, use net_revenue unless gross is requested explicitly."
  • Domain framing (project level) — "This project tracks clinical trial data; 'subjects' means trial participants."

Anti-patterns: restating what descriptions already say, listing column definitions one by one (that's what column descriptions are for), or pasting whole documents (upload them as context documents instead — searched when relevant, rather than spent on every prompt).

Verify the effect

Custom prompts are invisible in the transcript — the fastest way to confirm one is working is to ask a question it should change ("what's our revenue?" after the net-revenue rule) and check the generated SQL under Show steps.