> ## Documentation Index
> Fetch the complete documentation index at: https://vexidata.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Instructions

> Customize how AI generates dashboards for each of your databases.

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.

## Adding instructions

<Steps>
  <Step title="Open the instructions dialog">
    1. Go to [Data Sources](https://vexidata.com/data-sources)
    2. Click the menu icon on the connection
    3. Select **AI Instructions**
  </Step>

  <Step title="Write your instructions">
    Describe how you want dashboards to be generated. You have up to 2,000 characters.
  </Step>

  <Step title="Save">
    Click **Save**. Your instructions take effect on the next dashboard you generate.
  </Step>
</Steps>

## 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.

<Tip>
  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.
</Tip>