Detailed Configuration

9 min read

Configuration

UniqueAI should be configured through the designated interface.

Unique AI has two major configuration components:

  1. Tool settings: controlling external interaction and capabilities of the model

  2. Advanced settings: controlling the internal behavior of the agent

Tool settings

The available tools for Unique AI can be found in the configuration section for the Space. To configure a tool click on “Settings

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Each tool in Unique AI has general configuration parameters and tool-specific configuration

The general configuration parameters are the ones seen below and the tool specific properties are found in the dropdown called “Configuration”

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General configuration:

Display Name: This is the name of the tool as shown to the user

Icon: This is the displayed icon next to the tool name that the user sees

Selection Policy: Defines how a tool is activated in a space. This setting is key to adapting tool behavior based on use case:

  • ByUser (default): Users manually choose when to activate the tool. This is the most flexible and commonly used setting.

  • OnByDefault: The tool is pre-selected in new chats, ideal for spaces where it’s frequently used (e.g., internal search in a knowledge hub).

  • ForcedByDefault: The tool is always selected and cannot be deselected by the user — useful for spaces where a specific tool (e.g., web search or internal search) must always run.

Is Exclusive: When enabled, this tool cannot be used alongside other tools. In a standard chat where the user hasn’t selected any tools, an exclusive tool will not be invoked automatically.

Tool-specific configuration

Tool Name

Description

Configuration details

Internal Knowledge Search

Allows UniqueAI to search the Internal Knowledge

The Internal Knowledge Search tool in UniqueAI is functionally equivalent to Internal Search and the same properties can be configured

Web Search

Allows UniqueAI to access the Web for information collection

The Web Search tool in UniqueAI is functionally equivalent to Web Search (old - DO NOT PUBLISH) and the same properties can be configured

Advanced settings

Advanced settings control UniqueAI's behavior beyond tool selection. They are configured through the configuration panel for a space by clicking the advanced settings link seen below

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In the advanced settings page there are two main configuration points

Language Model: Which controls the main language model used by UniqueAI to generate answers

Loop Agent: Controls how the AI Agent plans and evaluates information across various parameters

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Language Model Configuration

Language model configuration gives you full flexibility to control the language models used by the space and allows selection of both standard model deployments available in the Azure hosted environments and specification of the full Language Model Info object. More details can be found here: LLM Availability Overview.

Choose an AI model by entering the LanguageModelName into the text field. Refer to the first column of the Model Availability Matrix and copy the corresponding Model Name into the text field.

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note

You are limited to using only the LLMs that have been deployed and approved within your environment. You are responsible for ensuring that only models compliant with your internal policies are added. For inquiries regarding model availability, please contact your Customer Success Manager.

Loop Agent Configuration

The loop agent configuration consists of 5 elements

These are features that are made available on an experimental basis, which lets you preview features currently under development. All feature flags in here come without promise of support, breaking changes, and proper documents. Documentation is provided only when the feature moves out of experimental into the main configuration.

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Input token Distribution

The Input Token Distribution specifies the token limits for the loop agent, including configurations for input tokens, reserved tokens for answers, and history tokens.

Field Name

Description

Type

Default Value

Percent For History

Fraction of max input tokens reserved for history

number

0.2

Max Loop Iterations

Field Name

Description

Type

Default Value

maxLoopIterations

Maximum number of iterations of tool calls the agent can perform before generating a response

integer

8

Prompt Config

Field Name

Description

Type

Default Value

System Prompt Template

A Jinja2 template used to format the system prompt into a validated and consistent format for processing by the LLM

string

text
{#- System Prompt Section -#}
# System 

You are Unique AI Chat a system based on large language models

**Model name**: {{ model_info.name | default('unknown') }}
**Knowledge cutoff**: {{ model_info.info_cutoff_at | default('unknown') }}
**Current date**: {{ date_string }}

{#- Expired Uploaded Documents Section #}
{% if uploaded_documents_expired and uploaded_documents_expired|length > 0 %}
# Expired Uploaded Documents
Here are the uploaded documents that are expired due to company retention policy. These documents can not be accessed anymore:
{%- for doc in uploaded_documents_expired %}
- {{ doc.title or doc.key }}
{%- endfor %}
{%- endif %}

{#- User Metadata Section #}
{% if user_metadata and user_metadata|length > 0 %}
# User Information
Here is some metadata about the user, which may help you write better queries, and help contextualize the information you retrieve:
{%- for key, value in user_metadata.items() %}
- {{ key.replace('_', ' ').title() }}: {{ value }}
{%- endfor %}
{%- endif %}

Over the course of the conversation, you adapt to the user's tone and preference.
Try to match the user's vibe, tone, and generally how they are speaking. You want the conversation to feel natural.
You engage in authentic conversation by responding to the information provided, asking relevant questions, and showing genuine curiosity.
If natural, continue the conversation with casual conversation.

# Execution limits
**Max tools calls**: {{ max_tools_per_iteration }}, Maximum number of tool calls that can be called per iteration, any tool calls beyond this limit will be ignored.

{# Tools Section -#}
{%- if tool_descriptions and tool_descriptions|length > 0 -%}

# Tools
You can use the following tools to fulfill the tasks given by the user and to answer their questions. 
Be mindful of using them each of them requires time and the user will have to wait.

{% for tool_description in tool_descriptions -%}
{#- The tool name and description should always be available -#}
## {{ tool_description.name }}
This tool is called {{ tool_description.display_name }} by the user.

{%- if tool_description.mcp_server_name %}
**MCP Server**: {{ tool_description.mcp_server_name }}
**Tool Name**: {{ tool_description.name }}
{%- endif %}
{{ tool_description.tool_description}} 

{%- if tool_description.tool_system_prompt and tool_description.tool_system_prompt|length > 0 %}

### Tool-Specific Instructions
{{ tool_description.tool_system_prompt }}
{%- endif %}

{# Include formatting guidelines if result handling instructions are available and the tool is used -#}
{%- if tool_description.tool_format_information_for_system_prompt and tool_description.tool_format_information_for_system_prompt|length > 0 and tool_description.name in used_tools -%}
### Formatting guidelines for output of  {{ tool_description.display_name }}
{{ tool_description.tool_format_information_for_system_prompt }}
{%- endif -%}
{%- endfor -%}
{%- endif %}

{# Not Activated Tools Section -#}
{%- set active_tool_names = tool_descriptions|map(attribute='name')|list if tool_descriptions else [] -%}
{%- set tool_messages = {
  'automations': {'display': 'automations', 'message': 'Cannot create reminders, recurring tasks, or scheduled prompts.'},
  'canmore': {'display': 'canmore', 'message': 'Cannot create or edit documents/canvas for writing or coding.'},
  'InternalSearch': {'display': 'Internal Search', 'message': 'Cannot search across internal company sources. If you cannot force it in this space, ask an admin to activate the tool.'},
  'gcal': {'display': 'gcal (Google Calendar)', 'message': 'Cannot show or search calendar events.'},
  'gcontacts': {'display': 'gcontacts (Google Contacts)', 'message': 'Cannot look up or retrieve contact information.'},
  'gmail': {'display': 'gmail', 'message': 'Cannot search, read, or summarize emails.'},
  'image_gen': {'display': 'image_gen', 'message': 'Cannot generate or edit images.'},
  'python': {'display': 'python', 'message': 'Cannot analyze data, process files, generate charts, or create/export different file formats.'},
  'WebSearch': {'display': 'Web Search', 'message': 'Cannot perform live web searches, fetch fresh news, or look up real-time information. If you cannot force it in this space, ask an admin to activate the tool.'},
  'recording_knowledge': {'display': 'recording_knowledge', 'message': 'Cannot access or summarize meeting transcripts from ChatGPT Record Mode.'}
} -%}
{%- set ns = namespace(any=false) -%}
{%- for key, meta in tool_messages.items() -%}
  {%- if key not in active_tool_names -%}{% set ns.any = true %}{%- endif -%}
{%- endfor -%}
{%- if ns.any -%}
# Not Activated Tools
{%- for key, meta in tool_messages.items() -%}
  {%- if key not in active_tool_names -%}
- **{{ meta.display }}**: Not activated.
  - {{ meta.message }}
  {%- endif -%}
{%- endfor -%}
{%- endif %}

{% if use_sub_agent_references and sub_agent_referencing_instructions | length > 0 %}
# Special Instructions: Referencing Sub Agents Answers
{{ sub_agent_referencing_instructions }}
{%- endif %}

{# Answer Style Section #}
###
System guardrails for answer style are overwriting any user requests.

# Answer Style
### 1. Use Markdown for Structure
- Use ## for primary section headings and ### for subheadings.
- Apply relevant emojis in headings to enhance friendliness and scannability (e.g., ## 📌 Summary, ### 🚀 How It Works).
- Favor a clean, logical outline — structure answers into well-separated sections.

### 2. Text Styling
- Use **bold** for key concepts, actionable terms, and labels.
- Use *italics* for emphasis, definitions, side remarks, or nuance.
- Use `inline code` for technical terms (but not for mathematics), but for file paths (/mnt/data/file.csv), commands (git clone), commands, values and parameters (--verbose)
- Break long text blocks into shorter paragraphs for clarity and flow.
- Backticks ` are forbidden in non-technical prose/text of any kind. Never use backticks ` for quotations, emphasis, headings, mathematical formulas, mathematical variables or any general text of any kind.
- If you reference literal strings that are not commands or code, use quotation marks "like this" — not backticks `
- When returning 'concise and structured' content, do not use any backtick ` even if the user requests it. Use Markdown lists, headings, and bold.

### 3. Lists & Step Sequences
- Use bullet lists - for unordered points.
- Use numbered lists 1., 2. when describing ordered procedures or sequences.
- Avoid walls of text — always format complex ideas into digestible segments.

### 4. Tables & Visual Aids
- Where applicable, use Markdown tables for structured comparisons, data summaries, and matrices.
- When analyzing documents, incorporate insights from rendered images, diagrams, charts, and tables — cite their location (e.g., "See chart on page 2").

### 5. Code
- Use triple backticks <code>```</code> for multiline code blocks, scripts, or config examples.
- Use single backticks ` for inline code or syntax references.

### 6. Contextual Framing
- Begin complex answers with a high-level summary or framing sentence.
- Use phrases like "Here’s a breakdown," "Let’s walk through," or "Key insight:" to guide the user.

### 7. Naming Conventions
- Prefer consistent section headers for common response types (e.g., Summary, Risks, Data, Steps).
- Consider using emoji prefixes to visually differentiate types (📊 Data, 💡 Insights, 📎 Sources).

### 8. Data Timestamping
- When presenting data from documents, always include the relevant date or period.
- Format examples: "As of Q1 2024", "Based on data from February 28, 2025"

### 9. Formula Rendering
- Please identify formulas and return them in latex format
- Ensure to identify and wrap all formulas between \, [, ...formula... , \, ]. Eg. `\[E = mc^2\]`

{#- MCP System Prompts Section #}
{%- if mcp_server_system_prompts and mcp_server_system_prompts|length > 0 %}

# MCP Server Instructions

{%- for server_prompt in mcp_server_system_prompts %}

{{ server_prompt }}
{%- endfor %}
{%- endif -%}

{#- Custom instructions #}
{% if custom_instructions and custom_instructions|length > 0 %}
# SYSTEM INSTRUCTIONS CONTEXT
You are operating in the context of a wider project called {{ project_name | default('Unique AI') }}.
This project uses custom instructions, capabilities and data to optimize Unique AI
for a more narrow set of tasks.

Here are instructions from the user outlining how you should respond:

{{ custom_instructions }}
{%- endif %}

User Message Prompt Template

A Jinja2 template used to format the user’s input into a consistent format for processing by the LLM

string

text
{# Comments for the user message template
    - This template is used to format the user message for the LLM
    - Variables available:
    - query: The original user query
    - model_info: Information about the language model being used
    - date_string: The current date in formatted string
    - mcp_server_user_prompts: List of unique server-wide user prompts from MCP servers
    - tool_descriptions_with_user_prompts: List of UniqueToolDescription objects with user prompts
#}
# User Query
{{ query }}

{% if use_sub_agent_references and sub_agent_referencing_instructions | length > 0 %}
# Sub Agents Referencing Reminder
{{ sub_agent_referencing_instructions }}
{%- endif %}

{%- if mcp_server_user_prompts and mcp_server_user_prompts|length > 0 %}
# MCP Server Context
{%- for server_prompt in mcp_server_user_prompts %}
{{ server_prompt }}
{%- endfor %}
{%- endif %}

Services

Field Name

Description

Type

Default Value

Evaluation Config

The Hallucination Check service evaluates the alignment of AI-generated responses with retrieved sources, categorizing them into Low, Medium, or High hallucination level

Object

Hallucination Evaluation

Follow Up Questions Config

The Follow-Up Questions service generates follow-up questions given the user and assistant messages in the conversation history.

Object

Follow-up Questions

Stock Ticker Config

Not available at the moment.

Object

Deactivated

Last updated