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Tips & Best Practices

Get the most out of the AI Assistant.

Effective Questioning

Be Specific

Narrow questions get better answers:

General Specific
"Tell me about the project" "What is the deadline for Phase 2?"
"What are the requirements?" "What are the fire safety requirements for the basement?"
"Show me items" "Show open actions assigned to the electrical contractor"

Use Context

Include relevant details:

  • Location: "...in Building A, Floor 3"
  • Time: "...from last week's inspection"
  • Document: "...according to the structural report"
  • Person: "...assigned to Jan"

Ask One Thing at a Time

Break complex questions into parts:

Instead of:

"What are the concrete specs and when is it scheduled and who is responsible?"

Ask separately:

  1. "What are the concrete specifications?"
  2. "When is concrete pouring scheduled?"
  3. "Who is responsible for concrete work?"

Document Quality

Upload Complete Documents

The AI works best with:

  • Final, approved versions
  • Complete documents (not excerpts)
  • Text-based PDFs (not scanned images)
  • Properly named files

Keep Documents Current

  • Remove outdated versions
  • Upload revisions promptly
  • Use clear version naming

Supported Formats

Best Results Good Results Limited Results
Text PDFs Word documents Scanned PDFs
Specifications Excel sheets Image-only files
Reports Email exports Handwritten notes

Conversation Strategies

Build on Previous Answers

Use follow-up questions:

  1. "What contractors are on this project?"
  2. "What is ABC Electric's scope?"
  3. "When does their work start?"

Rephrase When Needed

If an answer isn't helpful, try:

  • Different terminology
  • More specific details
  • Broader context

Start Fresh for New Topics

Click Clear to start a new conversation when:

  • Switching to unrelated topics
  • Previous answers are confusing the context
  • You want a fresh perspective

Mobile Tips

Voice Input

For best voice recognition:

  • Speak clearly and at normal pace
  • Minimize background noise
  • Use short, complete sentences
  • Wait for the indicator before speaking

Quick Access

  • Use suggestion cards for common questions
  • Favorite frequently-asked questions
  • Enable notifications for AI responses

What Works Well

Good Use Cases

  • Finding specific specifications
  • Locating requirements in contracts
  • Summarizing document content
  • Checking item status
  • Getting project overviews

Challenging Use Cases

  • Comparing multiple documents
  • Mathematical calculations
  • Real-time data (not in documents)
  • Subjective opinions
  • Future predictions

Common Mistakes

Too Vague

"What's happening?"

Better: "What items were created today?"

Expecting External Knowledge

"What's the current steel price?"

The AI only knows what's in your documents.

Ignoring Sources

Always verify important answers by checking the source documents.

Troubleshooting

Poor Answers

If you're getting unhelpful responses:

  1. Check if relevant documents are uploaded
  2. Verify documents are processed (status: Ready)
  3. Try more specific questions
  4. Use exact terms from the documents

Slow Responses

If the AI is slow:

  1. Check your internet connection
  2. Large document sets take longer
  3. Complex questions need more processing
  4. Try during off-peak hours

Missing Information

If the AI can't find something:

  1. Verify the document is uploaded
  2. Check if the information actually exists
  3. Try different search terms
  4. The document may need reprocessing