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The AI assistant is designed to understand natural conversation. You don’t need special commands or technical language. Just chat like you would with a helpful colleague.

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How to Ask Questions

The best way to get helpful answers is to ask clear, specific questions. Here’s how:

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Be Specific

Good Question

“How do I complete the customer onboarding process for new enterprise clients?”

Vague Question

“How does onboarding work?”
The more specific you are, the more helpful the AI’s response will be.
Don’t worry about asking the “wrong” question. The AI can guide you to better questions if needed.

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Providing Context (Two Ways)

To get the most relevant answers, you should provide context. You can do this by typing it or by using the dedicated [Context] tab.
  • Type Your Context
  • Use the [Context] Tab
If the AI needs more information, it will ask. But you can save time by including relevant details upfront:
"I'm working on setting up a new vendor in our system.
They're based in Canada and will be providing IT services.
What's the approval process I need to follow?"

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Following Up

One of the best features of the AI is that it remembers your conversation. You can ask follow-up questions naturally:
1

Ask your first question

“What are the steps in our hiring process?”
2

Follow up naturally

“Who needs to approve the offer letter?”
3

Keep going

“How long does approval usually take?”
The AI understands that “approval” refers to the offer letter approval from your previous question.
Sometimes the AI/Agent can momentarily lose its connection to the provider. If it appears to hang or stop responding, try a quick nudge like “Are you there?” or “Please continue” to verify it’s still running.

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Example Conversations

Here are some examples of effective conversations:
You: “I need to submit a purchase request for new software. What’s the process?”AI: “I can help you with that. The purchase request process has 4 main steps: [explains process]”You: “What’s the approval limit before I need director sign-off?”AI: “For software purchases, you need director approval for anything over $5,000…”
You: “Can you help me create an activity for our quarterly review meetings?”AI: “I’d be happy to help. Let me ask a few questions to create the right activity for you…”You: “We need to review financial performance, project status, and team goals.”AI: “Great, here’s a suggested activity structure: [provides details]”
You: “Who handles customer support escalations?”AI: “Customer support escalations are handled by [team member name], who is the Customer Support Manager…”You: “What if they’re unavailable?”AI: “The backup contact for customer support escalations is [backup name]…”

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Real Prompt Examples

These samples show how to talk to the assistant when you want it to run multi-step actions. Feel free to mimic the structure—wrapping entity names in double quotes is optional but makes long requests easier to read, especially when you include RACI roles. Navigate to the “Brand Strategy” process page, open the AI chat, and say: 
“Create a new core called "Brand Identity Development" with 2 blueprints.

"Brand Discovery"
- Research Market Positioning (R: Marketing Manager, A: CMO)
- Analyze Competitor Brands (R: Brand Analyst, A: Marketing Manager)

"Brand Design"
- Design Visual Identity (R: Creative Director, A: CMO)
- Create Brand Guidelines (R: Brand Designer, A: Creative Director)”
After the core exists, open its page and ask: 
“Add a new blueprint called "Brand Launch" with 3 activities:
- Develop Launch Strategy (R: Marketing Manager, A: CMO)
- Execute Campaign Rollout (R: Marketing Team, A: Marketing Manager)
- Measure Launch Impact (R: Analytics Manager, A: CMO)”
In the same Core page or RACI tab ask: 
“Create an SOP for "Research Market Positioning" and include a quality checklist section.”
These samples demonstrate how to bundle multiple instructions and make RACI assignments explicit. Use them as templates when you want the assistant to run complex, multi-step workflows.

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Tips for Better Responses

Ask One Thing at a Time

Break complex questions into smaller parts. This helps the AI give you clearer, more focused answers.

Use Complete Sentences

While the AI can understand fragments, complete sentences help ensure you get exactly what you need.

Be Patient

Give the AI a moment to process and respond. Complex questions may take a few seconds.

Correct Misunderstandings

If the AI misunderstands, just clarify. “No, I meant…” works perfectly.

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Starting New Topics

When you want to change subjects completely, you have two options:
  1. Keep the same session: Just start asking about the new topic. The AI will understand the subject has changed.
  2. Start a new session: Click the + (New Chat) icon or open the History (clock) icon and select ”+ Start New Session”. This gives you a fresh start.
Use new chat sessions to keep different projects or topics organized. Think of each session as a separate conversation about a specific subject.

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When to Rephrase

If the AI’s response isn’t quite what you needed, try:
  • Adding more detail to your question
  • Asking the question in a different way
  • Breaking your question into smaller parts
  • Providing an example of what you mean
The AI learns from your clarifications and will give you better answers.

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What’s Next?

Now that you know how to have great conversations, explore specific features: