Chat best practices

1. Use Question Marks

End your query with a question mark (?) to signal that you're asking for information or explanation.

✔ Good:
What were the most recent capital calls?

✘ Avoid:
Recent capital calls

2. Name the Connector or Source

Mention the relevant connector or data source to improve result accuracy.

Instead of:
Show me support tickets
Use:
Show me support tickets from Zendesk

This helps MergePoint search the correct connected system.

3. Apply Application Filters

Use filters to narrow the scope to a specific app, workflow, or collection.

Example:
Select Salesforce or Outlook in the sidebar filters before asking your question.

4. Use Connector Parameters in Search

For global searches, use app:[connector_name] syntax to scope your query.

Examples:
app:zendesk open support requests
app:gdrive investor pitch decks

5. Toggle to World Knowledge (if enabled)

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:

• Market benchmarks

• Public definitions

• Industry trends

Additional Tips

Use Clear, Direct Language
Avoid acronyms, internal shorthand, or vague terms.

✘ Avoid:
What’s the ROI on GenAI CRM rollouts?
✔ Use:
What are the business benefits of using AI in customer relationship management?

Break Complex Queries into Parts
If your question has multiple elements, split them for clarity.

Instead of:
What are the top issues in Zendesk and can you draft responses for each one?
Use:

1. What are the top reported issues in Zendesk?

2. Can you suggest responses for each issue?

Provide Context
If your question depends on prior data or assumptions, include that upfront.

Example:
Based on the February board meeting notes, what were the follow-up items for Fund IV?

Use Quotation Marks to Emphasize Terms
Use " " to highlight exact keywords or phrases.

Example:
Show all emails that mention "capital call delay"
Summarize notes tagged with "SVIII"