Ask Yarken (Admin Settings)

Use this article to understand the Ask Yarken controls available under Admin > Settings > AI > Ask Yarken.

For full Ask Yarken usage, examples, and troubleshooting, see Ask Yarken.

Access Ask Yarken settings

To open Ask Yarken settings:

1. Go to Admin.

2. Select Settings.

3. Under AI, select Ask Yarken.

   

What this setting controls

Ask Yarken settings control, in the same order they appear in the product:

1. Whether Ask Yarken is available in the environment.

2. What organization-level context Ask Yarken can use when shaping answers.

3. How much of an Ask Yarken conversation is carried into each new question before older messages are summarized.

4. How Ask Yarken handles ambiguous names in user questions.

5. Whether users can attach files directly to Ask Yarken conversations.

6. The file size, file count, PDF page, spreadsheet row, and retention limits for conversation attachments.

Enable or disable Ask Yarken

Use Enable Ask Yarken to turn the Ask Yarken experience on or off.

When enabled, eligible users can access Ask Yarken from the top navigation bar. When disabled, users cannot use the Ask Yarken chat experience.

Organization context

Use Organization context for Ask Yarken to provide short business guidance that Ask Yarken can apply when answering questions.

Use it for company goals, financial policies, reporting definitions, internal terminology, naming guidance, currency preferences, answer style guidance, and governance requirements.

Keep the context short and operational. Organization context helps shape answers. It does not override governed data, financial year settings, permissions, or tool-backed results.

Set maximum conversation context

Use Ask Yarken: Max conversation context to control how much of the current conversation Ask Yarken carries into each new question before older messages are summarized.

This setting helps Ask Yarken maintain relevant context during longer discussions and investigations.

Configure maximum conversation context

To configure the setting:

1. Go to Admin > Settings.

2. Under AI, select Ask Yarken.

3. Locate Ask Yarken: Max conversation context.

   

4. Select 100k tokens · recommended or 150k tokens · keeps more earlier detail, higher cost.

5. Save your changes.

How conversation context is managed

Ask Yarken uses messages from the current conversation to understand follow-up questions and maintain continuity.

When the configured conversation-context threshold is reached, Ask Yarken summarizes older messages so the conversation can continue while retaining relevant context.

The selected setting determines how much earlier conversation detail is carried into subsequent questions before summarization occurs.

Search lookup: Ambiguous matches

Search lookup helps Ask Yarken resolve names in user questions to values in Yarken, such as vendors, applications, cost centers, accounts, and consumers.

The ambiguous matches setting controls what happens when more than one match is found.

Manage file attachments

Use the attachment settings to control whether users can upload files directly into Ask Yarken conversations and to define the limits that apply to those uploads.

When file attachments are enabled, users can attach supported:

• PDF files

• Word files

• Excel files

• CSV files

• image files

• text files

Attachment settings

What happens after the retention period

After the configured retention period:

• the uploaded file is deleted,

• the file name remains in the conversation, and

• the file summary remains in the conversation.

Related content

• AI Studio

• Ask Yarken

• AI settings