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:

  1. Term or policy name
  2. Exact business definition
  3. Scope (which plant/line/team it applies to)
  4. Exceptions or edge cases
  5. 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  • Remove duplicates and outdated definitions quickly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:

  1. Spot-check 5 critical KPI definitions
  2. Verify line/shift names match current operations
  3. Remove obsolete files or duplicate entries
  4. Confirm each section has an active owner

Next Guide

Continue with Mobile and Voice Usage.