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AI Assistants: Advanced Options
The Advanced Options section provides additional customization settings for AI assistants. These settings allow fine-tuned control over data sources, message formatting, and assistant capabilities.
URI & Assistant ID (only recommended for experienced users)
- URI: Specify a unique identifier or endpoint for API integration.
- Assistant ID: Assign a custom identifier for tracking and managing assistants.
Data Source Options
These options determine how the assistant interacts with uploaded documents and conversation history.
- Include Download Links for Referenced Documents: Provides users with direct download links for documents used in responses.
- Include Attached Documents in RAG (Retrieval-Augmented Generation): Allows the assistant to reference attached documents for generating responses.
- Include Attached Documents in Prompt: Inserts document content directly into prompts for more context-aware responses.
- Include Conversation Documents in RAG: Enables retrieval of past conversation documents to inform responses.
- Include Conversation Documents in Prompt: Adds conversation documents directly into prompts for a more contextually aware assistant.
- Include Attached Data Source Metadata in Prompt: Embeds metadata (e.g., file name, date) from attached documents into prompts.
- Include Conversation Data Source Metadata in Prompt: Embeds metadata from past conversation documents.
- Disable Data Source Insertion: Prevents documents from being inserted into prompts automatically.
📌 Use case: Enabling RAG helps the assistant pull information from uploaded documents without inserting full text into prompts. If full document content is needed, select Include Attached Documents in Prompt instead.
Message Options
Controls formatting and additional details in user and assistant messages.
- Include Message IDs in Messages: Adds unique message IDs for tracking and debugging.
- Insert Line Numbers in User Messages: Displays line numbers for user input, useful for coding or structured text analysis.
- Insert Line Numbers in Assistant Messages: Displays line numbers in AI responses, making it easier to reference specific parts.
📌 Use case: Line numbers help with structured content like coding snippets or long-form documents, making responses easier to follow.
Feature Options
- Allow Assistant to Create Artifacts: Enables the assistant to generate and save files or structured outputs.
📌 Use case: If enabled, the assistant can create reports, summaries, or formatted outputs that users can download or reference later.
- Tags: Assign keywords to categorize and filter assistants.
- Conversation Tags: Apply tags to conversations involving this assistant for easier retrieval.
📌 Use case: Tagging helps users organize and search for assistants and conversations by topic or purpose.
Best Practices for Using Advanced Options
- Enable RAG for assistants that need document retrieval without inserting full text.
- Use Metadata Options to retain context without overwhelming prompts.
- Enable Artifact Creation for structured outputs like reports or summaries.
- Use Tags & Conversation Tags for better organization and searchability.
These advanced settings help tailor AI assistants for specific workflows and data needs.
Questions or Issues?
For any questions or issues related to Amplify, please submit a ticket by selecting the Report Issue button found on the Amplify GenAI Issue page located in the ITS service catalog, under Teaching, Learning, & Research.
Acknowledgement
Initial documentation structure, text, and images were provided by the Amplify open source GitHub repository (Vanderbilt, 2025, and 40AU), and parts have been modified by Carleton College.