Context & knowledge
What makes answers smarter
The AI is only as good as what it knows about your data. GoPie gives you four places to invest, each with a different job. This page is the map; the rest of the section covers each in depth.
Know the four layers#
- Dataset & column descriptions — what each table and column means. The foundation: descriptions are indexed for the agent's semantic search and injected into every prompt. If you do one thing, do this.
- Context documents — project-level reference material: data dictionaries, codebooks, metric definitions, methodology notes. The AI searches them when a question needs background, and reports cite them.
- Custom AI prompts — standing instructions attached to a project, dataset, or view: "revenue figures are in EUR", "always exclude test accounts". Injected verbatim, every time.
- Dictionaries — CSV lookup tables mapping coded values to labels, used by data cleaning during ingestion.
See what reaches which feature#
| Context | Chat | Playground Ask AI | Dashboard generation | Reports |
|---|---|---|---|---|
| Dataset & column descriptions | ✓ | ✓ | ✓ | ✓ |
| Dataset / view custom prompt | ✓ | ✓ | — | — |
| Project custom prompt | ✓ | — | — | — |
| Context documents | ✓ searched on demand | ✓ | — | ✓ suggestions, document questions & grounding |
| Dictionaries | — | — | — | — (data cleaning only) |
Two rows worth reading twice: the project custom prompt reaches chat but not the playground's Ask AI bar (per-dataset instructions belong on the dataset), and dictionaries influence no query-time feature at all — they act during data cleaning.
Invest where it pays#
- Answers keep missing the right column? Fix the column descriptions — discovery is a search over them.
- The AI misuses a metric? Put the definition in a dataset custom prompt ("gross_revenue is pre-discount; use net_revenue for 'revenue'").
- Questions need business background? Upload the methodology doc as a context document — chat will cite it, and report questions can be grounded in it.
- Coded values confuse ingestion? That's a dictionary.