After successfully connecting your data stores and business tools, check My Connections to see all the connections you’ve made. Julius allows you to then customize and provide instructions and context about each connection so the AI can use it effectively. Here’s how:
1

Find the Edit Option

Click the kebab menu and select Edit from the dropdownScreenshot2025 08 06at7 48 56AM Pn
2

Navigate to the Custom Instructions Tab

Screenshot2025 08 06at7 50 17AM Pn
3

Include Details about your Connection

For example:
  • A description of the data source and its intended use
  • Key tables involved (e.g., use product_catalog for product information)
  • Important relationships between tables (e.g., product_catalog.sku = transaction_history.product_sku)
  • Notes on relevant business logic (e.g., only count revenue from completed orders)
Reach out to team@julius.ai for support or to ask questions not answered in our documentation.