User Experience

• 1: Account Basics
• 1.1: Brief Overview of the Features of Atolio
• 1.2: Shortcuts to Save You Time with Atolio
• 2: Feature Focus
• 2.1: Collections
• 3: Prompt Guides
• 3.1: GitHub | How To Prompt GitHub Like A Pro Using Atolio
• 3.2: Gmail | How To Prompt Gmail Like A Pro Using Atolio
• 3.3: Google Drive | How To Prompt Google Drive Like A Pro Using Atolio
• 3.4: Jira | How To Prompt Jira Like A Pro Using Atolio
• 3.5: Notion | How To Prompt Notion Like A Pro Using Atolio
• 3.6: Salesforce | How To Prompt Salesforce Like A Pro Using Atolio
• 3.7: Slack | How To Prompt Slack Like A Pro Using Atolio
• 4: Use Cases
• 4.1: Engineering
• 4.2: Finance
• 4.3: HR
• 4.4: IT
• 4.5: Legal
• 4.6: Marketing
• 4.7: Product
• 4.8: Sales
• 4.9: Strategy / GM
• 4.10: Support

1 - Account Basics

Let’s Get Started

Now that Atolio is part of your workplace toolkit, let’s get you set up quickly and confidently. Your Atolio account gives you access to the apps and internal company knowledge you need—always respecting the permissions set by your IT and workplace administrators.

Ready to Explore?

Jump into your dashboard and discover how Atolio makes connecting with your company’s knowledge easier than ever. If you have account questions, scroll through any of the prompt guides below for more detailed instructions.

Need a Hand?

If you have any questions, don’t hesitate to reach out.

You can do so by emailing support@atolio.com or drop in the shared Teams or Slack channel that we setup for your team. Search for the channel (usually has the keyword atolio in the channel name) in your workspace to join.

Details

1.1 - Brief Overview of the Features of Atolio

Search

The Search Box is tailored to your company based on the Apps that your IT Admins have connected and the artifacts that you have permission to view. Use it as you would any other search box and find what you’re looking for faster than having to think about where to search for something.

Insights

We’ve integrated LLMs into Atolio so that you can ask questions and summarize information that’s specific to the knowledge indexed in your company’s Atolio deployment. Give it a try!

Discover

Once you’re logged in to your Atolio account, you will land on the part of the product that we call Discover. Here you will be able to quickly get recent updates on artifacts (Tickets, Docs, Chats, etc.) that you’ve historically been a contributor to.

People

When you run a search, you’ll notice that in the filters pane, we expose a list of People that have contributed to the result set. Today, we sort this people list in a descending order based on count of total contributions. You can think of a contribution as a creator, editor or commentor around a particular search criteria. Some of our clients use this as the basis for making sense of who are likely subject matter experts around a particular topic.

Collections

Ever find something that you were looking for and then save it for later by adding it to a note to yourself or to a bookmarks folder? With collections, you can now organize information that you find useful into native Collections in Atolio. Start by running a search and then clicking on the collections icon found below.

From there you can then add it to an existing collection or create a new one.

Currently, Collections are private only to you. Next we’ll be creating the ability to share Collections with teammates and give you the ability to find them natively in Search.

Filters

When searching, you can filter results based on Time, Individual Contributors Involved (People), and Apps where said information lives.

Time Range

People

Apps

1.2 - Shortcuts to Save You Time with Atolio

Creating an Atolio Chrome Search Engine

If you’re using Chrome, you can setup quick access to Atolio by configuring a custom Search Engine that you can access from the URL bar. To do so, follow these quick instructions:

Adding Chrome search engine:

1. Copy/Paste chrome://settings/searchEngines into your Chrome URL bar

2. Scroll down and click Add to the right of “Site Search"

   

3. For Search Engine fill in Atolio

4. For Shortcut fill in at (of any preferred shortcut, shorter the better)

5. For URL with %s in place of query fill in https://<your atolio URL>/search?q=%s&from=0&size=10 (example below)

   

Try it out by openning a new tab, hit cmd + l to jump to the search bar, type at, hit tab, type in a search keyword like onboarding, then hit enter

Using Atolio on Mobile

Until we ship a native iOS/Android app, we’ve architected our front end to be extremely mobile friendly.

By going into Safari/Chrome on your mobile device, type in the atolio instance address in your URL bar and once authenticated, bookmark the site to your Home Screen to have Atolio available on the “go”.

We’ve even applied a dedicated App Icon so that you can easily find it.

Keyboard Shortcuts

To be able to access the search bar quickly - use the / while you’re in the Atolio app.

You can also use the 🔼 and 🔽 keys to scroll through results.

2 - Feature Focus

Let’s Dive Deeper

Now that you’re comfortable with Atolio, it’s time to explore a few of the features that make it powerful. These features provide a glimpse into the possibilities of knowledge discovery.

Ready to Explore?

Browse through any feature focus below to see how Atolio helps your team uncover knowledge, track workflows, and stay aligned every day. Each section includes a short walkthrough so you can learn by doing.

Need a Hand?

If you have any questions, don’t hesitate to reach out.

You can do so by emailing support@atolio.com or drop in the shared Teams or Slack channel that we setup for your team. Search for the channel (usually has the keyword atolio in the channel name) in your workspace to join.

Details

2.1 - Collections

Collections is a new feature that enables users to group documents, policies, tickets, messages, and other resources into custom groupings. This makes it easier to organize, access, and share relevant resources for projects and knowledge bases.

Key Benefits:

• Organization: Users can curate resources into meaningful collections, improving the organization of important documents.

• Collaboration: Collections can be made public within an organization, promoting collaboration and resource sharing.

• Discoverability: Users can “bless” collections, which boosts their visibility within the organization and highlights key resources.

Try it out and let us know what you think!

3 - Prompt Guides

Mastering Your Prompts

Now that you’re getting familiar with Atolio, let’s unlock the power of prompts! Prompts help you ask better questions, get richer answers, and discover insights buried in all your company’s connected data sources.

What Are Prompts?

Prompts are how you interact with Atolio’s AI search engine. Simply put, they’re the questions or commands you type into Atolio’s search bar to surface knowledge fast.

•	“What’s our vacation policy?”
•	“Summarize last week’s IT tickets”
•	“Who edited the onboarding guide?”
•	“Show me project docs updated last week”

Prompts work across documents, chats, tickets, emails, and more—no need to know which app to search. If you have permission to see it somewhere in your workplace, Atolio will find it for you.

Need a Hand?

If you have any questions, don’t hesitate to reach out.

You can do so by emailing support@atolio.com or drop in the shared Teams or Slack channel that we setup for your team. Search for the channel (usually has the keyword atolio in the channel name) in your workspace to join.

Details

3.1 - GitHub | How To Prompt GitHub Like A Pro Using Atolio

This guide will show you how to use Atolio’s assistant to quickly find information about your repositories, issues, and pull requests in GitHub.

Let’s learn how to use Atolio to get a summary of recent activity for a project repository in GitHub.

1. Open the chat window in Atolio:

   

2. Type your question: In the chat window, type “Which pull requests are currently open and have been for a long time?”

   

3. See the assistant’s response: The assistant will provide a detailed overview, including recent commits, open issues, and pull request activity from GitHub.

   

4. Ask follow-up questions: Use follow-up questions to dive deeper into specific details, such as “Who is assigned to issue #42?” or “What are the latest comments on pull request #105?” The assistant can pull this information directly from GitHub.

   

Atolio’s assistant makes finding and managing information in your GitHub account easy. Use these tips to make the most of Atolio and stay on top of your codebase.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

3.2 - Gmail | How To Prompt Gmail Like A Pro Using Atolio

This guide will show you how to use Atolio’s assistant to quickly find information about your email communications in Gmail.

Let’s learn how to use Atolio to summarize an itinery for an upcoming event in Gmail.

1. Open the chat window in Atolio:

   

2. Type your question: In the chat window, type “Summarize my itinerary for the [Upcoming Event] in Gmail.”

   • Replace [Upcoming Event] with the actual name of the event you are interested in.

   

3. See the assistant’s response: The assistant will provide a detailed overview about the upcoming event, including relevant information from Gmail.

   

4. Ask follow-up questions: Use follow-up questions to dive deeper into the details provided by the assistant, including relevant information from Gmail.

   

Atolio’s assistant makes finding and managing information about your email communications easy. Use these tips to make the most of Atolio and achieve inbox zero status.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

3.3 - Google Drive | How To Prompt Google Drive Like A Pro Using Atolio

This guide will show you how to use Atolio’s assistant to quickly find and summarize any piece of content from Google Drive.

Let’s learn how to use Atolio to get a summary of your Google Drive folders or assets in seconds.

1. Open the chat window in Atolio:

   

2. Type your question: In the chat window, type “Find the Q3 enablement deck and summarize the key points.”

   

3. See the assistant’s response: The assistant will provide a bulleted summary of the document on Google Drive, including key takeaways and related people who are closely associated with the document.

   

4. Ask follow-up questions: Use follow-up questions to dive deeper into specific details, such as “Which folder is this located inside?” The assistant can pull this information directly from Google Drive.

   

Atolio’s assistant makes finding and summarizing information in your Google Drive workspace frictionless. Use these pointers to make the most of Atolio and stay organized across all your knowledge bases.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

3.4 - Jira | How To Prompt Jira Like A Pro Using Atolio

This guide will show you how to use Atolio’s assistant to quickly find information about your projects in Jira.

Let’s learn how to use Atolio to get a summary on a recent ticket in Jira.

1. Open the chat window in Atolio:

   

2. Type your question: In the chat window, type “Find the most recent ticket on Jira and provide a brief summary.”

   

3. See the assistant’s response: The assistant will provide a detailed briefing about the ticket, including relevant information from Jira.

   

4. Ask follow-up questions: Use follow-up questions to dive deeper into the details provided by the assistant, including relevant information from Jira.

   

Atolio’s assistant makes tracking and managing a wide range of project management data easy. Use these tips to make the most of Atolio and stay on top of your projects.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

3.5 - Notion | How To Prompt Notion Like A Pro Using Atolio

This guide will show you how to use Atolio’s assistant to quickly find information and manage your workspace in Notion.

Let’s learn how to use Atolio to get a summary of your Notion database or project in seconds.

1. Open the chat window in Atolio:

   

2. Type your question: In the chat window, type “Give me a summary of our time off policy including holidays in Notion.”

   

3. See the assistant’s response: The assistant will provide a detailed summary of your Notion workspace, including key pages, and relevant information from your database.

   

4. Ask follow-up questions: Use follow-up questions to dive deeper into specific details, such as “Who, what, when, or how?” The assistant can pull this information directly from Notion.

   

Atolio’s assistant makes finding and managing information in your Notion workspace effortless. Use these pointers to make the most of Atolio and stay connected across all your projects.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

3.6 - Salesforce | How To Prompt Salesforce Like A Pro Using Atolio

This guide will show you how to use Atolio’s assistant to quickly find information about your customers in Salesforce.

Let’s learn how to use Atolio to get a briefing on an account opportunity in Salesforce.

1. Open the chat window in Atolio:

   

2. Type your question: In the chat window, type “Give me a briefing for the [Account Name] opportunity in Salesforce.”

   • Replace [Account Name] with the actual name of the account you are interested in.

   

3. See the assistant’s response: The assistant will provide a detailed briefing about the opportunity, including relevant information from Salesforce.

   

4. Ask follow-up questions: Use follow-up questions to dive deeper into the details provided by the assistant, including relevant information from Salesforce.

   

Atolio’s assistant makes finding and managing information about your sales opportunities easy. Use these tips to make the most of Atolio and stay on top of your sales game.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

3.7 - Slack | How To Prompt Slack Like A Pro Using Atolio

This guide will show you how to use Atolio’s assistant to quickly search across direct messages or team channels in Slack.

Let’s learn how to use Atolio to get a summary or perform a task in Slack.

1. Open the chat window in Atolio:

   

2. Type your question: In the chat window, type “Find the [Document Name] that I shared with [Contact Name] in Slack.”

   • Replace [Document Name] and [Contact Name] with the applicable inputs in your case.

   

3. See the assistant’s response: The assistant will analyze related people and provide an overview of recent conversations, documents, or specific messages from your Slack DMs.

   

4. Ask follow-up questions: Use follow-up to briefly summarize themes or messages in Slack.

   

Atolio’s assistant makes managing and navigating Slack conversations seamless. Use these tips to stay aligned with your team and stay on top of all your conversations.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

4 - Use Cases

Time to Implement

Now that you’ve learned how to craft effective prompts, it’s time to see how Atolio brings those prompts to life in real-world scenarios. These use cases show how teams across your organization use Atolio’s AI-powered search to solve everyday challenges-whether it’s speeding up onboarding, preparing for client meetings, or collaborating across remote teams.

•	Sales
•	Client Success
•	Product
•	Engineering
•	Marketing
•	Operations
•	Finance
•	Legal
•	HR
•	IT

Dive into one of the use cases provided and find inspiration that your team can try today to work more efficiently with Atolio.

Need a Hand?

If you have any questions, don’t hesitate to reach out.

You can do so by emailing support@atolio.com or drop in the shared Teams or Slack channel that we setup for your team. Search for the channel (usually has the keyword atolio in the channel name) in your workspace to join.

Details

4.1 - Engineering

Debug Errors

Instantly diagnose errors by matching stack traces to similar past issues and identifying domain experts.

Triage CI/CD

Accelerate pipeline failure resolution by correlating recent commits, internal conversations and process docs.

Triage Bugs

Streamline bug triage with instant context on past history, similar bugs, likely root causes, and escalation paths.

Support Documentation

Accelerate documentation updates (RFCs, design docs) by leveraging pull requests and existing content.

Accelerate Onboarding

Provide new engineers a fast, consolidated view of all project assets (code, docs, tickets, owners).

Leverage Connectors

Ensure robust data access with field-level indexing and metadata filters for SNOW, Atlassian, Outlook, and SharePoint.

Facilitate Content Governance

Support content authority and accuracy efforts via easier monitoring of collections of key documents.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

4.2 - Finance

Instant Transactional Query

Enable staff to query multiple systems with natural language to instantly retrieve purchase order details, vendor invoices, or expense report status.

Audit-Ready Document Retrieval

Instantly locate and compile all required financial, contractual, and communication records for internal or external audits and compliance checks.

Spend Analysis Context

Connect ledger entries and procurement data with business context (e.g., Slack discussions, project plans) to conduct strategic spend analysis and identify cost drivers faster.

Accelerated Reporting Summaries

Rapidly generate summaries of key financial performance indicators, budget variances, and quarter-end close activities based on data across all systems.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

4.3 - HR

Employee Self-Service

Provide employees with an always-on conversational interface for instant, accurate answers to common HR questions (PTO, benefits, policy), reducing the administrative load on staff.

Internal Talent Mapping

Index employee skills, training records, performance reviews, and project participation data to quickly identify and match internal candidates to new roles or project needs.

Policy Consistency Check

Ensure HR team members provide consistent guidance by grounding all answers and templates in the centralized, approved policy documentation.

Accelerated Onboarding

Centralize and curate all compliance, benefits, and cultural onboarding materials for a faster and more consistent ramp-up experience for new employees.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

4.4 - IT

Instant Context & Resolution Timelines

Accelerate MTTR via a holistic view for any open ticket, past ticket history, user communications (Slack/Email), and asset data as well as a chronological timeline of all related events, change logs, error messages, and internal discussion for a specific incident.

Natural Language Troubleshooting

Enable agents to search for complex solutions using conversational, natural language and retrieve precise steps from runbooks and tickets.

Self-Serve Deflection Portal

Provide a high-accuracy, AI-powered internal search experience for employees to resolve common IT issues themselves, significantly reducing low-value ticket volume.

Expert & System Identification

Instantly identify the correct SME, system owner, or most relevant documentation for any application or infrastructure component during an incident.

Knowledge Base Curation

Analyze closed tickets and support interactions to automatically identify knowledge base gaps and suggest new articles or updates to existing, outdated runbooks.

Role-Aware Access

Ensure sensitive technical documentation and security policies are surfaced rapidly but only to authorized users.

Accelerated Agent Ramp

Centralize training modules, system architecture documents, and historical incident post-mortems for faster, more efficient onboarding of new IT staff.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

4.5 - Legal

Precedent and Clause Retrieval

Instantly search a vast repository of historical contracts, legal filings, and internal memos to find relevant legal precedents or approved contractual language.

RFP and Bid Comparison

Accelerate legal review of RFPs, contracts, and bids by instantly extracting key terms and comparing them against standard contractual templates or risk profiles.

Regulatory Context

Surface current regulatory guidance and internal compliance procedures automatically when reviewing documents related to high-risk areas.

e-Discovery Acceleration

Rapidly search, filter, and compile comprehensive sets of documents and communications across all enterprise sources (email, chat, files) for legal discovery purposes.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

4.6 - Marketing

Unified Content Repository

Centralize all content assets, brand guidelines, and approved copy from systems like SharePoint, DAMs, and Drives into a single, searchable source of truth.

Instant Asset Retrieval

Use natural language search to instantly locate the latest version of any asset (e.g., “Find the Q4 pricing sheet for Enterprise customers,” or “Show me the legal-approved logo”).

Brand & Compliance Guardrails

Surface the most current, compliant, and legally approved language/disclaimers directly in the user’s workflow to eliminate version sprawl and legal risk.

Cross-Campaign Learning

Retrieve past campaign briefs, performance reports, and creative assets simultaneously to inform strategy, minimizing duplicate efforts and identifying winning formulas.

Personalized Content Drafting

Draft highly targeted ad copy, emails, or campaign messages by instantly synthesizing prospect history, product specs, and relevant customer testimonials.

Data Fragmentation Bridge

Connect performance data from analytics tools (e.g., Google Analytics, CRM) with the content used (e.g., creative files, copy docs) for integrated analysis and faster ROI justification.

Cross-Functional Alignment

Enable non-marketing teams (Sales/CS) to instantly query product and brand information, ensuring consistent external messaging across the customer lifecycle.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

4.7 - Product

Instant Problem Validation

Validate new feature ideas or triage bugs by instantly querying internal knowledge for past discussions, user complaints, similar defects, and existing feature rationale.

Ask the Product Q&A

Provide a conversational interface that instantly answers stakeholder questions (Sales, CS, Marketing) about product features, technical specs, and pricing, relieving the PM bottleneck.

GTM Content Authority

Provide a single, authenticated source of truth for all sales enablement materials, pitch decks, and spec sheets to ensure GTM teams are always using the latest information.

Decision Audit Trail

Locate all historical decisions, meeting notes, and rationale for a specific feature or technical choice by searching across tickets, wiki pages, and chat logs.

Cross-Functional Feedback Loop

Automatically tag and surface related customer feedback from support tickets and sales calls when a PM is viewing a feature design document or roadmap item.

Targeted Persona Insights

Filter internal customer data to quickly gather qualitative and quantitative insights specific to a buyer persona or customer segment for focused development efforts.

Accelerated PM Onboarding

Leverage a curated knowledge hub to accelerate the ramp-up time for new PMs by giving them immediate access to institutional knowledge and past product review materials.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

4.8 - Sales

Account Snapshots

Provide a holistic 360° customer view by centralizing access to data across CRM, Slack, tickets, usage data, and comms tools.

Outreach Drafting

Draft targeted outreach by synthesizing prospect history, similar customer profiles, and internal references.

Competitive Intel

Centralize competitive intelligence by aggregating data from battlecards, calls, and win/loss analyses.

Account Reporting

Accelerate weekly progress summaries detailing account movement, roadblocks, and required attention.

Proposal Support

Expedite proposal and RFP response by instantly retrieving relevant specs, past submissions, and case studies.

Lead Enrichment

Shorten lead qualification and enrichment by checking fit against existing knowledge of prospect, contact history, and insights on existing customers.

Onboarding Acceleration

Leverage a unified, curated knowledge hub to accelerate onboarding and shorten time-to-first-deal.

Content Authority

Guarantee answers and collateral are accurate, relevant, and based on the current “single source of truth,” eliminating version sprawl and the risk of using outdated materials.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

4.9 - Strategy / GM

Centralized Strategic IP

Centralize all strategic plans, executive meeting minutes, and investment reviews into a single, secure, searchable repository (“collection”) that also updates in near real-time.

Cross-Functional Intelligence Synthesis

Synthesize business intelligence by instantly compiling and summarizing complex performance data from CRM, ERP, and product systems for rapid analysis.

Natural Language Querying

Enable natural language querying of complex internal metrics (e.g. “What is the latest on Q3 hiring efforts?”).

Executive Onboarding Acceleration

Curate a dedicated knowledge hub for new executives containing historical analysis and key institutional wisdom to accelerate ramp time and enable self-serve onboarding.

Expert Identification

Identify and surface the most relevant SME or process owner for any strategic initiative or important historical context.

Strategic Alignment Tracking

Monitor document usage, search patterns, and progress status to analyze the organization’s understanding of, adherence to, and activation around strategic initiatives and mandates.

Risk & Opportunity Correlation

Complement external market signals and and competitive intelligence with internal performance, strategy roadmap, investment, and resource insights to enable proactive planning and risk mitigation.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.

4.10 - Support

Centralize Context

Provide a central location to access context and information and compile unified customer timelines with all tickets, interactions, and account data.

Draft Responses

Generate knowledge-based ticket responses using documentation and past resolutions.

Close KB Gaps

Identify knowledge base gaps by analyzing recurring closed ticket issues.

Search in Natural Language

Get instant access to precise answers to customer questions from a variety of relevant sources and platforms (including knowledge bases, support documents, past case histories, FAQs, and troubleshooting guides) using natural language searches.

Remove Dependencies

Reduce cross-departmental and specialized support agent dependencies for ticket resolution by democratizing info, simplifying discovery, and enabling self-serve.

Improve Deflection

Enable targeted answers and deflection pathways by aggregating knowledge.

Role-Aware Search

Surface relevant artifacts quickly with authenticated, role-aware search.

Accelerate Onboarding

Onboard new agents more efficiently via better, curated access to unified internal and external documentation.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.