Engage Strategy's AI Agents Effectively
- Engage in natural conversation: Phrase requests as you would to a colleague, using complete sentences and context to help the agent understand your intent.
For example, "What were the top three selling products last quarter?"
- Use clear, specific language: Reference data fields, metrics, or business terms by their full names. Avoid abbreviations, slang, or informal terminology.
For example, "Show quarterly revenue by region for 2023"
- Phrase requests in plain language: Avoid code, formulas, or symbols. Describe your need simply and clearly.
For example, instead of, "sales > 10K by product",
use, "Show sales greater than $10,000, grouped by product."
- Add relevant context: Specify timeframes, departments, products or business processes, as needed.
For example, "Compare customer satisfaction scores for North America and Europe in the last six months."
- Request specific formatting or visualizations: Inform the agent if you want data in a particular format or chart type.
For example, "Display profit margins as percentages in a bar chart."
- Focus on business questions: Direct, concise questions that focus on business decisions yield better responses.
For example, "Which regions exceeded their revenue targets last year?"
- Leverage the universal agent for complex questions: Built on top of underlying agents, universal agents can answer queries combining multiple domains or datasets for unified responses.
For example, "Show quarterly profits and customer retention rates for all regions in 2023."
- Rephrase or elaborate for clarity: If responses are unclear or incomplete, reword your question or add details to improve accuracy.
- Ask follow-up questions to refine insights: Build on previous answers to explore data further or gain deeper insights.
For example, after seeing total sales by region, ask, "Which products contributed most to sales in the West?"
- Respect privacy and courtesy: Avoid sharing sensitive or personal information and keep queries professional.
- Provide feedback: Use feedback channels to share your experience, helping improve agent responses and capabilities.
Common Pitfalls to Avoid
- Avoid ambiguous or multi-step requests in a single question. Break complex inquiries into parts.
- Don't ask for information outside your organization's data scope (for example, "What's the weather today?" if that data isn't integrated).
- Don't use colloquialisms or unestablished abbreviations.
Disclaimer
For best results, use the most updated version of Strategy AI agents. If your setup includes custom fields or third-party integrations some responses may vary.
