Collaboration
AI Context Playbook
Structure your organization's shared context so DashboardGenius answers stay consistent across teams.
AI Context Playbook
AI Context helps your organization define shared business language so responses are more consistent and actionable.
What to Put in AI Context
Add durable, high-reuse information such as:
- KPI definitions used in your business
- Line, area, and shift naming conventions
- Product-family and SKU grouping rules
- Quality defect taxonomy and reason codes
- Escalation thresholds used in meetings
Think of AI Context as your operating glossary, not a daily log.
Best Content Types
You can add:
- Text entries for definitions, rules, and standards
- File-based references for stable lookup material
- Image references where visual context matters
- Voice notes transcribed into reusable text context
Choose the format that makes upkeep easiest for your team.
Writing High-Quality Context Entries
Use this structure:
- Term or policy name
- Exact business definition
- Scope (which plant/line/team it applies to)
- Exceptions or edge cases
- Last review owner
Short, explicit entries outperform long narrative notes.
Example Entries
- "Planned downtime excludes sanitation windows between 2:00-2:30 AM."
- "Line naming standard: PlantCode-LineNumber (P3-L2, P3-L3)."
- "First-pass yield is calculated before any rework."
Governance Model
Use lightweight ownership:
- Assign one owner per major context domain (operations, quality, finance)
- Review high-impact entries monthly
- Remove duplicates and outdated definitions quickly
Consistency matters more than volume.
Common Mistakes to Avoid
- Adding temporary updates that expire quickly
- Mixing policy with opinion in the same entry
- Keeping multiple conflicting definitions for one KPI
- Leaving context unowned after initial setup
Health Check (Monthly)
Run this quick check:
- Spot-check 5 critical KPI definitions
- Verify line/shift names match current operations
- Remove obsolete files or duplicate entries
- Confirm each section has an active owner
Next Guide
Continue with Mobile and Voice Usage.