Dataset Export
Overview
Dataset Exports enables users to generate structured datasets from Copilot conversations and Webhook Recipe execution history. These datasets can be used for analytics, evaluation, auditing, optimization, and model fine-tuning workflows. Exports are stored securely within the platform and can be previewed in the application or downloaded for offline use.
Dataset Exports are accessible from both:
Copilot History
Recipe History
This feature provides a comprehensive set of capabilities that enable users to generate, manage, and consume structured datasets .
Exported Dataset Contents
Dataset Exports retrieves run-level historical data from available Copilot and Recipe history records and outputs it in a structured format suitable for downstream consumption.
Included Data
Prompts / Questions: User queries or prompt text captured during execution
Inputs: System inputs and user-provided inputs used for the run
Responses / Outputs: Generated responses produced by the copilot or recipe execution
Execution Status: Success/failure state and completion indicators
File References: Links/identifiers for attached files associated with the run
Metadata: Supporting attributes such as timestamps, run identifiers, and other trace fields
How to Create a Dataset Export
Export from Copilot History
Navigate to Copilot.
Select the target Copilot.
Click the Action button for that Copilot.
From the menu, select View history.
This opens the History page (Activity Dashboard), where each row represents a prior run and may include fields such as Request ID, Question, Answer, Error, and Files.
Select runs to export (optional)
Use the row checkboxes to export specific runs.
If no rows are selected, you can control the export scope using Limit (exports the most recent N runs).
On the History page, click Action.
Select Export dataset.
Configure export settings
Export Name: Provide a descriptive dataset name.
Purpose: Select the export intent. Typical options include:
Export Dataset
Recipe Evaluation
Node Evaluation
Node Optimization
Finetuning
Nodes: Required for node-based purposes (e.g., Node Evaluation). Select the node to evaluate/export.
Limit: Set the maximum number of runs to include.
Click Proceed to generate the export.

Export from Webhook History
Navigate to Recipe.
Select the target Webhook recipe.
Click the Action button for that recipe.
From the menu, select Webhook history.
This opens the History page (Activity Dashboard), where each row represents a prior run and may include fields such as Request ID, Question, Answer, Error, and Files.
Select runs to export (optional)
Use the row checkboxes to export specific runs.
If no rows are selected, you can control the export scope using Limit (exports the most recent N runs).
On the History page, click Action.
Select Export dataset.
Configure export settings
Export Name: Provide a descriptive dataset name.
Purpose: Select the export intent. Typical options include:
Export Dataset
Recipe Evaluation
Node Evaluation
Node Optimization
Finetuning
Nodes: Required for node-based purposes (e.g., Node Evaluation). Select the node to evaluate/export.
Limit: Set the maximum number of runs to include.
Click Proceed to generate the export.

Export Purpose and Output Formatting
When creating an export, the user must choose an Export Purpose. The selected purpose determines how records are filtered and how the/or data is structured for the intended workflow.
Export Dataset
General reporting, analysis, archiving
Generic historical interaction/execution dataset
Recipe Evaluation
End-to-end evaluation of Recipe performance
Evaluation-oriented structure to compare quality across runs/versions
Node Evaluation
Validation of a specific node in a Recipe/Copilot flow
Data scoped to a node to isolate behavior and performance
Node Optimization
Iterative improvement of node prompts/logic/configuration
Data shaped for tuning decisions using real traces
Fine-tuning
Model training/adaptation workflows
Fine-tuning-friendly format (for example, JSONL) with structured message pairs and metadata
Export Management and Tracking
A dedicated Dataset Exports view is available for tracking and managing all generated exports. Each export entry displays essential metadata, such as export name, export purpose/type, node information (when applicable), record count, creator, and creation timestamp. From this view, users can preview an export using View or retrieve it using Download.
Note: Recipe Evaluation exports are downloaded to the user’s local system.

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