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Best Practices for Interacting with Auto Expert


Roberto Lara

Vice President, AI Engineering • MicroStrategy


The Auto Expert chatbot for MicroStrategy is here to enhance your Support experience. By following these best practices, you can ensure smoother interactions and faster access to the information you need.

The Auto Expert chatbot for Strategy is here to enhance your Support experience. By following these best practices, you can ensure smoother interactions and faster access to the information you need. Whether you're a seasoned user or new to Strategy, our chatbot is here to assist you effectively and efficiently. If you have any further questions or require additional assistance, our support team is always ready to help. 
 
Best Practices for Interacting with Auto Expert 

  • Treat Auto Expert as if it was a conversation with another person.  This provides greater context. Remember that Auto Expert is not a search engine.
  • Use Full Product Names: Always refer to Strategy by its full product name, rather than abbreviations like "MSTR." This ensures clarity and reduces any chances of misunderstanding. 
  • Stay Informed: The chatbot is trained on information about the latest version of Strategy (Strategy ONE March 2024). Keep this version in mind when seeking assistance to ensure you receive relevant and up-to-date information. 
  • Be Wary of Older References: Knowledge base (KB) articles may mention older versions or product names that are no longer supported. Cross-reference the provided information with the current version and product name to avoid confusion. 
  • Always Use English Product Names: Ensure that all references to Strategy and its features are in English to facilitate accurate responses from the chatbot. 
  • Switch to English if Necessary: If you pose a question in a non-English language and receive no response, please rephrase your query in English, as the chatbot is primarily trained in English. 
  • Rephrase Questions for Improved Accuracy:  If you are consistently receiving incorrect answers from the chatbot, consider rephrasing your questions using different wording or providing additional context to enhance the accuracy of the responses.
  • Features for Support Liaisons: If you are an active Support Liaison, you can leverage advanced features that allow you to create new cases and list your existing cases.  
  • Open a Case. Simply ask Auto Expert to "create a case". You will then be prompted to select your DSI (if necessary), provide a brief title/description of the issue and set your case priority. Your chat history up until this point will be shared with the Support engineer who receives your case. However, please make sure to be as clear and detailed as possible when filling out the case title. 
  • List Cases. You can tell Auto Expert to "list my cases". The chatbot will list the following information for the last ten cases you’ve opened when asked: 
    • Case Title 
    • Case Number, Case Status, Priority 
    • Action Status (On Support Action or Pending Customer Input) 
    • Case Creation Date 
  • MCE Utility Box Password reset.  Simply tell auto expert "reset my utility box password" and our chatbot will help you accomplish this for you and others in your specific organization.  Read more about it in this article (you must be logged in with your Strategy.com account). Please note that Auto Expert cannot reset any other type of password, including your Strategy or Community accounts.

If you are not currently a Support Liaison and would like access to these features, please reach out to your Account Executive or support@microstrategy.com to purchase a support plan. 

  • Interface Considerations: The text box accommodates a maximum of 800 characters. If you would like to copy any of the answers provided, you can do so by using the clipboard icon. You can clear the chat history by using the
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  • icon and then continue chatting with the bot. If you want to end the chat completely, you can do so using the X icon in the upper right-hand corner. However, please keep in mind that this will exit the chat entirely and your chat history is not saved. 
  • Content Policy Restrictions: Be aware that content policy restrictions can occasionally limit the chatbot's responses. Please abstain from providing personal information and keep language courteous. 
  • Concise Questions: To receive the most accurate and relevant responses, keep your questions clear and concise. This facilitates better understanding and faster resolution of your queries. 
  • Stick to Questions: While our chatbot is designed to be helpful, it's best to keep interactions focused on questions for direct answers. Its purpose is to offer information and assistance efficiently. If, for instance, you ask it to generate links, it may not be able to provide you with accurate resources as an answer.
  • Clear Chat History if Necessary: If you find that your interactions with the chatbot are not going as expected or you receive incorrect information, consider clearing your chat history and starting a new conversation. This can help refresh the chatbot's context. 
  • ​​​​​Understanding Additional References: The documents returned as references sometimes may not seem directly relevant to the answer provided. These were used by Auto Expert as contextual information when retrieving an answer and may serve as additional information for you. 
  • Providing Feedback: To help us continually improve the chatbot's performance, we welcome your feedback. Please rate the Bot’s response using the thumbs up/down icons.
     

Additional Resources

  • Meet Auto Expert Your AI-Powered Support Companion: In this quick video, learn how Auto Expert can streamline your Support experience with troubleshooting steps and product knowledge, as well as tips and tricks for best practices when interacting with Strategy's Support chatbot.
  • Introducing Auto Expert: In this webinar session, Roberto Lara (VP, Worldwide Cloud Operations & Technical Support) explores the functionality of Auto Expert, demonstrates its powerful features, and shares best practices for smoother interactions. 

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Knowledge Article

Published:

September 28, 2023

Last Updated:

August 29, 2024