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Chat - A Beginner's Guide
Chat - A Beginner's Guide

Get instant, accurate answers to a wide range of questions in real-time

Updated over 3 months ago

The Chat interaction is a versatile tool designed to provide instant, accurate responses to a wide range of questions. Whether you're exploring product features, addressing customer concerns, or brainstorming solutions in real-time, this interaction streamlines the process, enabling your team to quickly access the information they need without waiting for human intervention. It helps reduce the time spent searching for answers, thereby improving efficiency and decision-making speed.

Recommended Knowledge Base:
To maximize the effectiveness of the Chat interaction, you should include a wide variety of resources in your knowledge base. These might include:

  • Product Documentation: Detailed descriptions of your products, including features, specifications, and use cases.

  • Technical FAQs: Frequently asked questions and their answers, particularly those that come up often during sales calls or customer support interactions.

  • Internal Wikis: Any internal documentation that outlines processes, policies, or detailed product information.

How to Use the Chat Interaction:

  • Formulating Prompts:
    Start by typing your question into the input modal. Be as specific as possible to get the most accurate response. For example, "What are similar customer use cases as X?" or "What are the competitive differentiators against X?"

  • Expected Output:
    The Chat interaction will deliver concise, relevant answers, pulling from the information stored in your knowledge base. The response is designed to be both accurate and actionable, helping you or your team quickly move forward. It will contain all the source links used to formulate the response.

  • Tuning and Iterating:
    Each interaction with the Chat tool functions as part of a thread, meaning it retains context from previous exchanges. If the initial response doesn’t fully meet your needs, you can refine your question within the same thread. The interaction will use the context from the previous answers to improve the output, making it more aligned with your expectations.

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