Bonnard

Context

Publish context changes

Updated

Changes from the console at app.bonnard.ai and from AI clients collect in one draft for each data source. AI clients use the live version until the draft is published.

Requirements

  • The Editor role or higher in your workspace.
  • To work from your AI client: Bonnard connected and access to the data source.

Review the draft

In your AI client

Ask:

Show me the context draft for <data source>.

The agent shows the changed tables and metrics with their fields, and links to the Context page. Ask who changed a table to get its before and after values.

In the console

  1. In the console, select Context. With more than one data source, select one at the top right.
  2. At the top right, open the version menu and select the draft, for example View draft · 3 changes.
  3. Expand a row to read Before, After, and who made each change.

Remove a change

In your AI client

Ask:

Take the change to the <table> description out of the context draft for <data source>.

In the console

  1. Open the draft.
  2. Select Remove in the row of the table or metric. A row with more than one change reads, for example, Remove 3 and removes them all: expand it to remove one. With a filter on, Remove takes only what the list shows.

Undo shows for 6 seconds.

Publish

Incomplete metrics stay in the draft, and the rest goes live as the next version. AI clients use it from their next question.

In your AI client

  1. In the console: an admin sets Allow AI clients to publish context changes to on in Settings, AI tools. It is off by default and covers all data sources in the workspace.

  2. Ask:

    Publish the context draft for <data source>.

    The agent gives the version number and a link to it. With the switch off, it replies Publishing from an AI client is off for this workspace. and links to the switch and the Context page.

If the draft changed after you reviewed it, nothing is published, and the agent shows what changed. Review the changes, then ask again.

In the console

  1. In the console, select Context, then Publish at the top right.
  2. Optional: add a Note, up to 500 characters.
  3. Select the publish button, for example Publish 3 changes. The version’s page opens.

Revert one change

Revert sets a value from a published version back to what it was, as a change in the draft that you then publish.

In your AI client

Ask:

In <data source>, set the description of <table> back to what it was before version <number>.

Bonnard makes a revert that removes a join or metric from the live version, or hides a table, only after the agent sends confirmed: true. The agent is told to ask you first. AI clients keep the item until you publish the draft.

In the console

  1. In the console, select Context, open the version menu at the top right, and select All versions.
  2. Select the version, then Revert in the change’s row. The row shows Reverted and Undo.

Discard the draft

Discarding removes all changes in the draft, including other people’s, and cannot be undone.

In the console

Console only
  1. Open the draft.
  2. Select Discard draft, then accept with Discard draft.

Roll back

Rolling back publishes the next version with the context as it was in an earlier one. Your draft stays open on top.

In the console

Console only
  1. In the console, select Context, open the version menu at the top right, and select All versions.
  2. Select the version, then Roll back to this version, then Roll back. The console shows Rolled back to version <number>.
  • AI tools: let AI clients publish the draft.
  • Define metrics: finish an incomplete metric so that it publishes.