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 Purpose
Intended Use
Output Characteristics

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.

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Note: Recipe Evaluation exports are downloaded to the user’s local system.

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