AI Datasets

TIPP CORE. The AI Datasets page is the catalog of AI datasets in TIPP. Each dataset is a named set of company data that an AI assistant can chat about. From this page you can see which datasets exist, whether each one is Active or Inactive, open one to edit it, create a new one, or start an AI chat on an active dataset. It is normally used by administrators who maintain datasets and by users who want to ask an AI provider questions about a dataset.

Before you start

• You need access to the AI Datasets page. TIPP first runs its standard page security check. After that, if a role is assigned to the AI Datasets page on the TIPP Page Security page, that role setting decides who gets in. If no role is assigned to the page, only Synergy administrators (role 0) are allowed in. Everyone else gets an access denied screen.
• To chat with a dataset you need at least one AI provider with an API key stored in the TIPP settings. The providers the page can show are Gemini, Grok, ChatGPT, Claude, Mistral and AzureAI. A provider only appears as an icon when its API key is filled in. An administrator sets the keys in the TIPP AI settings.
• The dataset must be Active. Inactive datasets cannot be chatted with.
• Which datasets you see depends on your rights, see “Which datasets you can see” below.

How to start an AI chat on a dataset

1. Open AI Datasets. The list shows every dataset you are allowed to see, sorted by name.
2. Find a dataset with the green Active badge.
3. In the last column of that row, click the icon of the AI provider you want. Hovering shows the tooltip “Chat with” followed by the provider name, for example Claude.
4. The chat opens in a window on top of the page, with that dataset already loaded. To leave the chat, click on the dark area outside the chat window or press the Escape key.

How to create a new dataset

1. Click New in the button bar. The AI Dataset page opens.
2. Fill in the dataset there and save it. The AI Dataset page is where the dataset definition itself is maintained.
3. Return to AI Datasets and click Refresh to see the new dataset in the list.

How to edit an existing dataset

1. Click the dataset name (the first column). Every name is a link.
2. The AI Dataset page opens for that dataset, where you can change it.

Screen guide

Buttons

• New: opens the AI Dataset page to create a new dataset.
• Refresh: reloads the list so you see datasets added or changed by others.
• Close: leaves the page.
• Favorite (star in the header): adds the page to your favorites.

Columns in the list

• Name (first column): the display name of the dataset. Click it to open the dataset for editing. The list is sorted alphabetically by this name.
• Status (second column): a green badge “Active” or a grey badge “Inactive”.
• Chat icons (third column): for an Active dataset, one icon per AI provider that has an API key. For an Inactive dataset this column shows the text “Inactive” instead of icons.

Which datasets you can see

• Administrators (users in role 0) see every dataset.
• Other users only see datasets whose security level is not higher than their own security level, and that either have no role restriction or require a role that the user holds.
• If a colleague sees a dataset that you do not, the dataset security level or role is the reason.
• Being allowed to open the page does not change this: a non-administrator who was given access through a role on the TIPP Page Security page still only sees the datasets that match their own security level and roles.

Messages and what to do

• An access denied screen when you open the page: you are not allowed in. Either a role is assigned to the page and you do not hold it, or no role is assigned and you are not a Synergy administrator. Ask an administrator to assign a role to the AI Datasets page on the TIPP Page Security page, or to give you access.
• “No datasets found. Click New to create one.”: the list is empty for you. Either no dataset exists yet, or none is visible to you because of security level or role. Click New to create one, or ask an administrator about your access.

What you cannot do here

• You cannot change a dataset on this page. Click the name to edit it on the AI Dataset page.
• You cannot enter AI provider API keys here. Providers without a stored key simply do not show an icon.
• You cannot chat with an Inactive dataset. Activate it on the AI Dataset page first.
• You cannot delete a dataset from the list.
• You cannot open the page as a non-administrator unless a role is assigned to it on the TIPP Page Security page.

Related pages

• AI Dataset: the editor for one dataset. Opens from New or from a dataset name.
• AI chat window: opens on top of the page when you click a provider icon.
• TIPP Page Security: where an administrator assigns a role to the AI Datasets page.

Common questions

What is the AI Datasets page for?

It lists the AI datasets in TIPP, shows whether each is Active or Inactive, lets you create or edit datasets, and lets you start an AI chat on an active dataset.

Who can open the AI Datasets page?

If a role is assigned to the page on the TIPP Page Security page, that role decides who gets in. If no role is assigned, only Synergy administrators (role 0) can open it, and everyone else sees access denied.

Why do I not see any AI provider icons?

Icons only appear for Active datasets and only for providers that have an API key stored in the TIPP settings. Ask an administrator to store the key of the provider you want to use, then click Refresh.

Why does a dataset show “Inactive” instead of icons?

Because the dataset is switched off. Open it by clicking its name and activate it on the AI Dataset page.

How do I chat with a dataset?

Click the icon of an AI provider in the dataset row. The chat opens on top of the page with that dataset loaded. Click outside the chat or press Escape to close it.

Which providers can I choose from?

Gemini, Grok, ChatGPT, Claude, Mistral and AzureAI, but only those with a stored API key are shown.

Why can a colleague see a dataset that I cannot?

Non-administrators only see datasets whose security level is at or below their own and whose role requirement, if any, they meet. Administrators see everything. Ask an administrator to check the dataset security level and role.

How do I add a dataset?

Click New, complete the AI Dataset page, save, then come back and click Refresh.

How do I edit a dataset?

Click its name in the first column. The AI Dataset page opens for that dataset.

What does “No datasets found. Click New to create one.” mean?

The list is empty for you. No dataset exists yet or you are not allowed to see any. Click New to create one.