Content Settings

Edit a single item from the Content Table—access, citations, attribution, context, and dates.

What it is

Content Settings is the side drawer for any individual piece of content. Open it from the Content Table by clicking the three dots (⋯) on a row → Settings (or click the item name).

Key features

  • Rename the item with the pencil, then Update.

  • Check health: see Status, Type, and Words trained.

  • Set Access group: Just me, Insiders, Premium, Public.

  • Manage citations: toggle Hide citations; set a Citation URL override.

  • Set attribution: toggle written by or about me; add an Author if not you.

  • Add Context so Delphi knows when to use the item.

  • Set Publish date to improve recency.

  • Preview content: open stored pages/PDFs; view Snippets inline.

Best practice: Always add Context and a correct Publish date. Then verify Words trained isn’t zero.


How to use Content Settings

1) Open the drawer

  • Click the item’s ⋯ → Settings or click the item name.

2) Rename the item

  • Click the pencil, type a clear, specific title, then Update.

  • Important: Titles carry weight during training—keep them short but specific so you can skim the table and instantly know what the item is.

  • Avoid vague names like “Doc (final).pdf” or “Notes.”

3) Check status and health

  • Read Status: Complete, Failed, or Queued.

  • Confirm Type (pdf, docx, etc.).

  • Verify Words trained. If it’s 0, the file likely didn’t parse (see Uploading by Document Type).

4) Set access and visibility

  • Access group: Just me, Insiders, or Public.

  • Hide citations: keep sources private but usable.

  • Citation URL: override the link shown in citations.

5) Fix attribution

  • Check the box left of the content name → click edit in the pop-up

  • Toggle written by or about me.

  • Author: add the correct author for third‑party material.

6) Set the publish date

  • Enter the original date.

  • This improves relevance when recency matters since newer sources are prioritized.

7) Preview the content

  • Click View content to open stored pages or PDFs.

  • For Snippets, review the Q&A or text inline.

8) Final check

  • Scan Access, Context, Publish date, and Attribution.

  • Close the drawer and confirm changes reflect in the table.


Best practices

  • Write strong titles: short, specific, scannable; titles are weighted.

  • Add context: describe usage in plain language.

  • Set real publish dates: more recent docs weigh higher; correct dates boost answer quality.


FAQs

  • How do I change who has access to a document? In Content Settings, set Access group.

  • How do I hide citations but still use the content? Toggle Hide citations.

  • How do I fix wrong author credit? Toggle written by or about me and add Author by checking the content box, left of the name, editing through the pop-up on the bottom right.

  • Where do I set the original publish date? Under Publish date.

  • How do I preview the stored version of a page or PDF? Click View content.


Troubleshooting

  • Words trained = 0 — The file likely didn’t parse; check the source format and see Uploading by Document Type.

  • Wrong link in citations — Use Citation URL override to point to the correct public/canonical URL.

  • Content shouldn’t be public — Toggle Hide citations and set Access group appropriately.


Pre‑flight checklist

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