<h2>1. Use Question Marks</h2>End your query with a question mark (<code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">?</code>) to signal that you're asking for information or explanation.✔ Good: <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">What were the most recent capital calls?</code>✘ Avoid: <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">Recent capital calls</code><hr><h2>2. Name the Connector or Source</h2>Mention the relevant connector or data source to improve result accuracy.Instead of: <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">Show me support tickets</code> Use: <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">Show me support tickets from Zendesk</code>This helps MergePoint search the correct connected system.<hr><h2>3. Apply Application Filters</h2>Use filters to narrow the scope to a specific app, workflow, or collection.Example: Select <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">Salesforce</code> or <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">Outlook</code> in the sidebar filters before asking your question.<hr><h2>4. Use Connector Parameters in Search</h2>For global searches, use <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">app:[connector_name]</code> syntax to scope your query.Examples: <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">app:zendesk open support requests</code> <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">app:gdrive investor pitch decks</code><hr><h2>5. Toggle to World Knowledge (if enabled)</h2>To access general knowledge outside your company data, switch to World Knowledge mode. This mode can also use web search if allowed by your administrator.Use when asking:<ul class="accent-bullets"><li>Market benchmarks</li><li>Public definitions</li><li>Industry trends</li></ul><hr><h2>Additional Tips</h2>Use Clear, Direct Language Avoid acronyms, internal shorthand, or vague terms.✘ Avoid: <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">What’s the ROI on GenAI CRM rollouts?</code> ✔ Use: <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">What are the business benefits of using AI in customer relationship management?</code><hr>Break Complex Queries into Parts If your question has multiple elements, split them for clarity.Instead of: <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">What are the top issues in Zendesk and can you draft responses for each one?</code> Use:<ol class="steps-list"><li><code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">What are the top reported issues in Zendesk?</code></li><li><code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">Can you suggest responses for each issue?</code></li></ol><hr>Provide Context If your question depends on prior data or assumptions, include that upfront.Example: <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">Based on the February board meeting notes, what were the follow-up items for Fund IV?</code><hr>Use Quotation Marks to Emphasize Terms Use <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">" "</code> to highlight exact keywords or phrases.Example: <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">Show all emails that mention "capital call delay"</code> <code class="inline-code-shadow bg-gray-100 border border-gray-200/60 dark:border-gray-800 font-medium dark:bg-gray-700/60 text-gray-700 dark:text-gray-200 font-mono text-md px-1 py-0.5 rounded-[0.2rem] [&amp;::before]:content-none [&amp;::after]:content-none">Summarize notes tagged with "SVIII"</code>

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Use this guide to improve the quality and precision of responses you receive when interacting with MergePoint’s Chat Interface and Knowledge Base.