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Settings - Edit Sola Context

Customize Sola with your organization's information so it delivers more accurate, relevant, and consistent responses.

Overview

Sola Context allows administrators to customize how Sola understands and talks about their organization.

By providing company information, preferred terminology, HRIS field definitions, and competency guidance, you help Sola interpret your data correctly and generate responses that reflect your organization's language, structure, and business context.

Sola uses this information whenever it answers questions about people, teams, competencies, and HRIS data.

Key benefits

  • Personalize Sola's responses with information about your organization

  • Improve answer accuracy by explaining what your company data represents

  • Use your organization's terminology instead of generic wording

  • Control how competencies are interpreted

  • Guide Sola away from sensitive topics

  • Reduce incorrect assumptions when answering questions about employees and teams


Access Sola Context Settings

To edit Sola Context:

  1. Go to Settings.

  2. Go to the Sola tab.

  3. Under Edit Sola context, select Edit.

You'll find three tabs:

  • Account Profile

  • Company Data

  • Competencies


Configure your account profile

The Account Profile tab provides general information about your organization.


Tip: Write the descriptions in English for the best results, even if your users interact with Sola in other languages.


Company description

Describe your organization in 2–4 sentences.

Include:

  • What your company does

  • Your core products or services

  • Your primary customers

Sola uses this information to better understand your business and provide more relevant responses.


Industry

Select the industry that best describes your organization.

This gives Sola additional context about your business and helps it tailor its responses.


Note: After entering the company description and selecting the industry, click “Save changes”.


Terminology & preferences

Tell Sola which words your organization prefers.

For example:

  • Say “clients”, not “customers”

  • Say “team members”, not “employees”

You can define up to 10 terminology pairs.

After adding a terminology pair, click Add pair to save it and continue adding more. When you’re finished, click Save changes.


Note: Company description and Industry are required fields, so you can’t save terminology preferences until you add them.


Sensitive topics to avoid

Enter a comma-separated list of topics that Sola should avoid discussing.

Examples include:

  • Politics

  • Religion

  • Salary comparisons

  • Legal advice

  • Competitor recommendations

After adding sensitive topics to avoid, click Save changes.


Note: Company description and Industry are required fields, so you can’t save a list of sensitive topics to avoid until you add them.


Configure company data

The Company Data tab lets you explain what each HRIS field means and how Sola should use it.

Instead of simply reading field names such as Department, Job Function, or Country, Sola can understand what those fields represent in your organization.

Each HRIS field contains two configurable sections.

Context

Use Context to explain what the field represents.

Describe:

  • What information the field contains

  • What the values mean

  • Any formatting or conventions used

  • Anything unique about how your organization uses the field

This gives Sola a better understanding of your HRIS data.


Tell Sola how to use this

Use this section to explain how Sola should interpret the field when answering questions.

For example, you might tell Sola to:

  • Use Country for location-based questions

  • Use Department when grouping employees

  • Ignore a field unless specifically requested

  • Avoid making assumptions beyond the information stored in the field

These instructions help Sola answer consistently and reduce incorrect inferences.

Example

For a Country field you might explain that it contains each employee's work location, then instruct Sola to use it when answering questions about geographic distribution, regional reporting, or compliance requirements.


Generate context with AI

Don't want to write everything yourself?

Click Generate with AI to automatically create both the field description and usage guidance.

You can review and edit the generated content before saving it.


Configure competencies

The Competencies tab works the same way as Company Data, but applies to competencies instead of HRIS fields.

For each competency, you can define:

  • What the competency measures

  • What high and low scores represent

  • How Sola should interpret the competency when answering questions

  • Any organization-specific guidance you want Sola to follow

You can also use Generate with AI to create descriptions and guidance automatically.


Note: You don’t have to add context for the system default competencies, as that will already be added by default—only for custom competencies on your account.


Best practices

  • Write all context in English for the best results.

  • Be specific when describing HRIS fields and competencies.

  • Explain how fields should be interpreted, not just what they're called.

  • Review AI-generated content before saving it.

  • Update your context whenever your HRIS structure or competency framework changes.


FAQs

Why should I configure Company Data?

Without additional context, Sola only knows the field names and values. Adding context helps Sola understand what those values actually represent in your organization, leading to more accurate responses.


What is the difference between "Context" and "Tell Sola how to use this"?

Context explains what the field contains.

Tell Sola how to use this explains how Sola should use that information when answering questions.


Can I edit AI-generated content?

Yes. AI-generated content is only a starting point. You can modify it before saving or update it later at any time.


Does Sola always follow these instructions?

Yes. Sola uses your configured context whenever it answers questions related to your HRIS fields, competencies, or organization. This helps ensure consistent behavior and reduces incorrect assumptions.


Do I have to configure every HRIS field?

No. However, adding context for the fields your users ask about most often will significantly improve the quality and consistency of Sola's responses.

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