Platform Tips & Shortcuts

Getting the Most Out of Assistants

• Talk naturally - Ask questions like you would to a colleague, don’t worry about using specific keywords
• Be specific - The more details you provide, the more accurate and helpful your answers will be
• Try different approaches - If you don’t get what you need, rephrase your question or ask follow-ups
• Rate responses - Use thumbs up/down to help your assistants learn and improve over time

Document Search Tips

• Don’t worry about file names - Describe what you’re looking for instead of trying to remember exact file names
• Use context - Include details like “the meeting where we discussed product launch timelines” to help find the right content
• Search by meaning - File Search assistants understand what you mean, not just exact word matches

Template and Prompt Tips

• Keep prompts short and targeted, long, vague prompts reduce quality
• Use placeholders in templates (like [Employee Name]) to maintain consistency
• Tone can be set per assistant, you don’t need to standardise across the platform

Data Management Reminders

• SharePoint and Google Drive content refreshes every hour
• Web scraper content refreshes every 24 hours
• Uploaded files are indexed immediately

Sharing and Access

• Just sharing a link isn’t enough, users need to be explicitly added in the Privacy tab
• Use groups to manage access more easily

Power User Tip

Want a single assistant for multiple teams? Create different assistants per department and update the prompt to adapt tone and instructions based on the user or the type of question asked.

Why These Tips Matter

Following these best practices will help you:

• Save time by getting better answers faster
• Reduce frustration with more accurate results
• Maximize your investment in DataQI by using it effectively