The percentage and the setup

Brief your assistant shows how well STYD understands a specific data source, and gives you a guided way to tell it more. It has two parts: the percentage and the setup.

The percentage appears next to Brief your assistant in the left menu (for example “Brief your assistant · 75%”) and in the chat's connection menu. It follows the data source of the chat you are viewing. Owners and admins see it while a real connection is under 100%.

The percentage

The percentage reflects how much useful, reviewed context STYD has for one data source, not the whole workspace. If your workspace has more than one connection, each connection has its own score, because each can be a different business with different rules.

A higher percentage means STYD has more of the context it needs to answer accurately for that data source. A low score does not mean STYD is broken. It means there is easy context you can still add. On the chat screen, a short line invites you to start the setup (about 3 minutes); you can dismiss it, and it comes back after two weeks while the connection is under 100%.

What counts toward the percentage

The score only rewards things that actually help STYD answer for this data source:

Connection & AI scan
The connection is active, has been checked, and its AI Guide analysis has run.
Business definitions (Odoo)
For Odoo Bridge and Odoo API-key data sources: at least one business definition confirmed in Brief your assistant (how STYD counts revenue, overdue invoices, inactive customers and low stock). STYD uses your confirmed definitions in its answers.
Descriptions confirmed (SQL databases)
Table and column descriptions you confirmed in the AI Guide for this data source, so STYD knows what your tables and fields represent.
Business terms added (SQL databases)
Your business terms for this data source in Brief your assistant: a word your team uses and what it means (for example what a “real sale” is here).

What does not count

To keep the score honest, some things are deliberately excluded. They are valuable, but they do not change live answers for this data source today:

  • Thumbs-up / thumbs-down feedback
  • Evaluation cases and regression runs
  • Reference questions (saved examples used for future evaluation, not live answers)
  • Workspace-wide items that are not tied to a specific data source (such as the workspace vocabulary dictionary and workspace-wide business definitions)
  • For Odoo data sources: model and field meanings. Odoo has no meanings editor. You tell STYD your definitions and your words in Brief your assistant, so they are not part of the Odoo checklist.
Why connection-specific? A workspace can hold several businesses. Counting one connection's knowledge, or workspace-wide items, toward another connection's score would be misleading, so the percentage measures each data source on its own.

The setup (Odoo)

For Odoo connections, Brief your assistant offers a short setup (about 3 minutes). STYD first shows a few facts it found in your Odoo data, then asks a handful of questions, each prefilled with a suggestion and showing its live effect on your figures. STYD uses your confirmed definitions in its answers, and an answer that uses one says so under it (“your definition, set on …”).

The setup is available for Odoo Bridge and Odoo API-key connections. For a SQL database, you confirm descriptions in the AI Guide and add your business terms in Brief your assistant instead. You can reopen the setup, or change one definition, from the Brief your assistant page.

The setup asks:

What counts as revenue (posted invoices or confirmed orders).
Whether amounts are shown with or without tax, and whether credit notes are deducted.
When an unpaid invoice counts as overdue.
When a customer counts as inactive.
When a product counts as low on stock.

What happens when you save

Preview first
Before saving, a review lists only what changes compared with today, with its effect on your figures. Nothing is applied until you save.
Owners and admins save
Workspace owners and admins run the setup. Members can read the resulting definitions in Brief your assistant.
Saved for this data source
Your definitions are stored for the selected connection only.
The setup does not write table or column meanings. For Odoo, Brief your assistant is where you tell STYD your definitions and your words.

Improving the percentage over time

Come back to see what remains. For a SQL database, you can keep confirming descriptions in the AI Guide and adding business terms in Brief your assistant; for Odoo, review your definitions whenever your business changes so they stay accurate.