The AI settings page is a chat-driven configuration assistant. You describe what you want (a new view, a custom field, a pipeline tweak) and the assistant proposes the change. You decide whether to apply.
Layout
- Chat surface — scrollable conversation history.
- Input box — type your request; clear history with the clear control.
- Config-type selector — auto, view, field, or pipeline. Use auto when you're not sure; pick a specific type when you want to scope the assistant's reasoning.
- Example prompts — short list of starting points for common config requests.
- Preview cards — when the assistant proposes a change, it appears as a preview you can review before applying.
How it works
- Describe the change in plain language ("Add a custom field for warranty expiration date on accounts").
- The assistant proposes the change, showing exactly what will be created or modified.
- You apply, regenerate, or reject.
Tips
- Be specific about entity and intent. "Add a date field" is ambiguous; "Add a date field called 'Warranty expires' on the account entity" is not.
- Always review the preview. The assistant gets close, not perfect. Apply only after you've checked.
- For complex multi-step config (a new entire pipeline with custom stages and fields), break it into separate requests rather than one giant prompt.