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AI instructions let you control how VexiData generates dashboards for a specific database. They’re applied every time you create or refine a dashboard from that connection.

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Adding instructions

1

Open the instructions dialog

  1. Go to Data Sources
  2. Click the menu icon on the connection
  3. Select AI Instructions
2

Write your instructions

Describe how you want dashboards to be generated. You have up to 2,000 characters.
3

Save

Click Save. Your instructions take effect on the next dashboard you generate.

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Example instructions

Focus on specific metrics:
Focus on sales metrics. Always include revenue trends and conversion rates.
Prefer certain chart types:
Prefer pie charts for category breakdowns. Use line charts for time series data.
Set layout preferences:
Use metric cards for KPIs at the top of every dashboard.
Filter data:
Exclude test data — any records where email contains “@test.com” or name is “Test User”.
Domain context:
Our fiscal year starts in April. When showing yearly data, use April-March periods. Revenue is stored in cents — always divide by 100 and format as USD.
The most useful instructions give the AI context it can’t infer from your schema — business rules, data quirks, preferred formats, and what metrics matter most to your team.