When creating a custom template in Metaview, you can enhance it by including additional context. This feature allows you to provide crucial background information for more accurate AI-generated outputs. Whether it’s a job description, company values, or past notes on a candidate, adding context ensures that the AI understands the bigger picture and incorporates relevant details into the template.

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In this guide, we’ll cover:

  • What types of context you can add
  • How to use the additional context feature when creating templates
  • Describing how the AI should use the document
  • Referencing the context in the template
  • Examples of useful context to include
  • Customizing your template with context to tailor outputs

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Why Add Additional Context?

Adding additional context allows Metaview’s AI to consider external information beyond the conversation itself. This is especially useful when certain criteria or details (such as role requirements, company culture, or historical notes) need to be taken into account in interviews and hiring decisions.

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Examples of Context You Can Include:

  1. Job Descriptions: Provide detailed job descriptions so the AI can better structure relevant templates for interviews or candidate evaluations.
  2. Company Values: Add company mission statements, values, or key attributes to make sure the AI reflects these when evaluating responses or structuring feedback.
  3. Past Candidate Notes: Include previous notes on a candidate to track their progress or reference them in follow-up interviews.
  4. Compensation Structure: For conversations regarding compensation, upload the relevant details, helping ensure that follow-ups or notes reflect accurate numbers and policies.

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How to Use the Additional Context Feature

  1. Navigate to Your Template Editor: Once you’ve saved a template, you’ll notice a new tab labeled “Additional Context”.

  2. Add Your Document: Within this tab, upload or paste the relevant text you want to include as context. This can be as simple as pasting a job description or attaching a more detailed document.

  3. Describe How to Use This Document: After uploading the document, you’ll have the option to provide a description of how the document should be used by the AI. This is where you can explicitly tell the AI what to focus on or highlight.

    • For example, if you uploaded a job description, you can instruct the AI to “Evaluate how the candidate’s experience matches the key responsibilities and skills listed.”
    • If you uploaded company values, you could tell the AI to “Look for instances where the candidate demonstrates alignment with our values, either explicitly or through implied actions.”

  4. Importance of Referencing the Document in the Template: It’s essential to reference the uploaded document within your template itself to ensure that it plays an active role in shaping the final output.

    Examples:

    • If you’ve uploaded a job description, create a section in your template titled “Key Requirements Met”, with a description like: “List out all the key requirements from the job description that the candidate addressed during the conversation.”
    • If you’ve added company values, create a section titled “Values” with the description: “Give examples of when the candidate explicitly mentioned or alluded to our core values.”
    • For candidate feedback from previous interviews, create a “Follow-Up” section and prompt the AI to reference any areas of improvement that were discussed in the past and track the candidate’s progress.

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Best Practices for Adding Context:

  • Be Specific: Include the most relevant pieces of information. The more specific you are, the better the AI can tailor its responses to your needs.
  • Use Company Values: If you often evaluate candidates against certain cultural traits or core competencies, including your company’s values as context can ensure the AI aligns the template to those principles.
  • Leverage Past Information: Upload previous candidate interactions or feedback if this is a recurring conversation.
  • Clearly Define the Document’s Role: Make sure to always provide a clear description of how the uploaded document should be used, whether it’s for evaluation purposes, comparisons, or tracking progress.

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Customizing Templates with Context

Once your additional context is uploaded, it’s easy to customize the generated templates to reflect this background.

Steps:

  1. Generate Template: Based on your provided description and additional context, generate your template.
  2. Review Contextual Adjustments: As the template generates, notice how the AI adapts to the provided context. For example, if you added a job description, the AI might structure questions around the required skills or experience.
  3. Reference the Context in Sections: Ensure that sections of your template actively reference the uploaded document (e.g., “How did the candidate meet the key requirements of the role?”).
  4. Refine the Template: Make adjustments to sections where you’d like more emphasis on the provided context, such as highlighting specific company values or focusing on required job competencies.

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Conclusion

By adding additional context to your custom templates and instructing the AI on how to use it, you can ensure that Metaview’s AI considers vital information beyond the conversation. Whether it’s job details, company policies, or previous notes, this feature gives you a more tailored, relevant output.

Next Steps:

  • Experiment with adding different types of context and refine your prompts to improve template outputs.
  • Reach out if you need help crafting the right context for your templates: olivia@metaview.ai.