Content Settings

Adjust a single item’s name, access, attribution, citations, context, publish date, and sync—right from the side drawer.

What it is

The Settings button for any individual piece of content lets you adjust a single item from the Content Table. Open it by clicking the three dots () on any row and choosing Settings.

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 your 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.

Open the content settings side drawer if you're wondering...

  • How do I change who has access to a document?

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

  • How do I fix wrong author credit?

  • Where do I set the original publish date?

  • How do I preview the stored version of a page or PDF?


✏️ How to use content settings

1

Open the drawer

  • Click the item’s three dotsSettings.

  • Or click the item name to open details.

2

Rename the item

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

  • Important: Titles carry a lot of weight during your Delphi's training. Keep yours short but specific—clear enough that when you skim the Content Table, you instantly know what the item is. Strong titles improve recall and answer quality.

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

3

Check status and health

  • Read Status: Complete, Failed, or Queued.

  • Confirm Type is what you expect (pdf, docx, etc.)

  • Verify Words trained. If it’s 0, the file likely didn’t parse. See our Uploading by Document Type guide to understand best practices for each document type and why your training might've failed.

4

Set access and visibility

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

  • Toggle Hide citations if you want the content used but not linked.

  • Set a Citation URL override to point users to the right link.

5

Fix attribution

  • Toggle written by or about me.

  • Add the correct Author for third-party material.

6

Add helpful context

  • Explain why this item matters to you and how you use it. Write 1–2 sentences in plain language.

  • Example: “Lecture I gave to undergraduate economics students; use for intro macro concepts.”

7

Set the publish date

  • Enter the original date.

  • This improves answer relevance when recency matters since we prioritize more recent documents.

8

Preview the content

  • Click View content to open stored pages or PDFs.

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

9

Final check

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

  • Close the drawer. Look for changes reflected in the table.


Best Practices

  • Write strong titles. Short, specific, and scannable. We weight titles highly.

  • Add context. Explain what this document means to you and when to use it.

  • Set real publish dates. We give higher weight to more recent documents so making sure to set the published date correctly improves answer quality.

FAQs / Troubleshooting

How do I rename a file?

To rename a file, open the settings drawer → click the pencil → type a clear, specific title → Update. Titles carry high weight in training.

What does “Words trained” mean?

The "Words trained" section of your content settings shows how much content we parsed and used in training your Delphi. Zero usually means a parsing issue—re-upload as PDF/Markdown. See our Uploading by Document Type guide to understand best practices around uploading. each document type.

When should I hide citations?

You should use Hide Citations when a doc should inform answers but you don’t want people interacting with your Delphi to see the doc cited in the answers given.

Does hiding citations change how the content is used?

No, hiding citations does not change how the content is used. When you hide a citation, it still informs the answers; the link just won't display.

Last updated