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Tips
The following tips and examples will help you use the Chatbot so you can always get your questions answered:
1. Be Clear and Direct
Explain the context: the more information you provide about your question's context, the more relevant the answer will be. For example, instead of asking "What is my Net Income?", ask "What was my Net Income in 2023?";
Set a clear goal: specify what you want to achieve, such as: "I need to know my company's main financial risks".
2. Ask Specific Questions
Avoid vague questions: if you ask general questions, such as "How is my debt level?", the answers may be very broad. Try to be specific: "What was my debt ratio in 2023?";
Break down complex questions: if the topic is broad, split it into smaller questions so the AI can answer each point clearly.
3. Include Relevant Details
Additional context helps: if your question is related to a specific scenario (for example: assets, customers, expenses), mention it. This will help the AI tailor its answer;
Examples and preferences: if you have a preference or an example of what you expect, mention it. For example: "I want a list of five tips for improving financial autonomy.".
4. Specify the Answer Format
Set the desired format: do you want a list, a brief explanation, a comparison, or a step-by-step guide? Asking for something like "I want the answer as a list" can avoid misunderstandings;
Ask for clarity or simplification, if needed: if you need a plain-language explanation or a technical approach, mention it. For example: "Explain it simply" or "Break down the calculations by line item.".
5. Use Relevant Keywords
Avoid overly broad terms: if you're asking about a specific topic, use keywords that point directly to it;
Avoid unnecessary specific jargon: while some technical terms are useful, make sure the AI recognizes the context in which they're used.
6. Review and Rephrase Questions
Adjust the question based on the answer: if the initial answer doesn't match what you need, rephrase the question to clarify what you're asking;
Ask for more details, if needed: you can ask for more examples, additional references, or a deeper look at certain points.
Practical Question Examples
Below are examples of how to ask questions in the Chatbot:
Scenario 1
Vague question: What is my sales growth rate?
Specific question: What is my sales growth rate between 2023 and 2024? Consider only the first three quarters of the year.
Scenario 2
Vague question: Give me some insights about my business.
Specific question: Give me some insights about my business regarding debt levels and associated financial risks.
Scenario 3
Vague question: What was my financial autonomy in 2024? Break down the calculations.
Specific question: What was my financial autonomy in 2024? Show the value by line item and the formula used in the calculations.
Conversation Starters
To start a new conversation with a business agent, go to the Other Options menu (located in the top-right corner of the component) and click New Conversation.
This lets you start a new conversation with any of the available agents without leaving the ERP. If there is already an ongoing conversation with the selected agent, it will be ended so a new one can start.
Business agents show three questions, randomly chosen from a predefined set, intended to act as conversation starters/icebreakers for the conversation you want to have with the agent. To use one, simply click the question's short version for it to be fully displayed and sent to the agent, which will then respond.
If you want to turn off the conversation starters for the selected agent, go to the Other Options menu (located in the top-right corner of the component) and turn off the toggle in the corresponding option.
Viewing Token Usage
To view your current token usage, go to the Other Options menu, located in the top-right corner of the component, where the following information is shown:
current token usage (percentage);
token renewal date.