User Experience

• 1: Account Basics
• 1.1: Brief Overview of the Features of Atolio
• 1.2: Shortcuts to Save You Time with Atolio
• 2: Prompt Guides
• 2.1: Gmail | How To Prompt Gmail Like A Pro Using Atolio
• 2.2: Jira | How To Prompt Jira Like A Pro Using Atolio
• 2.3: Salesforce | How To Prompt Salesforce Like A Pro Using Atolio
• 3: Use Cases
• 3.1: Confluence | 5 Simple Use Cases to Implement Today
• 3.2: Gmail | 5 Simple Use Cases to Implement Today
• 3.3: Jira | 5 Simple Use Cases to Implement Today
• 3.4: Outlook | 5 Simple Use Cases to Implement Today
• 3.5: Salesforce | 5 Simple Use Cases to Implement Today
• 3.6: SharePoint | 5 Simple Use Cases to Implement Today
• 3.7: Slack | 5 Simple Use Cases to Implement Today
• 3.8: Teams | 5 Simple Use Cases to Implement Today
• 3.9: Zendesk | 5 Simple Use Cases to Implement Today

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 - Prompt Guides

Mastering Your Prompts

Now that you’re comfortable with your account basics, 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

2.1 - 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.

2.2 - 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.

2.3 - 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 - 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

3.1 - Confluence | 5 Simple Use Cases to Implement Today

The Confluence connector in Atolio enables you to access and manage a wide range of content management data within Confluence.

Below are practical use cases and examples of how to effectively leverage this integration.

1. Access Meeting Notes

   • Situation: You need to catch up on meeting notes from the past week to prepare for an upcoming presentation.
   • Task: Generate a list of recent meeting notes.
   • Atolio Action: “List all meeting notes from the last week in Confluence.”
   • Result: View recent meeting notes efficiently, helping you prepare efficiently for the next discussion.

2. Create an Executive Summary of Open Tasks

   • Situation: You need an executive summary of all open tasks prior to a weekly standup.
   • Task: Retrieve and summarize the list of open tasks along with their statuses.
   • Atolio Action: “Summarize open tasks in Confluence.”
   • Result: A detailed summary of open tasks is generated efficiently, providing valuable insights and enabling you to track progress and address any pending issues.

3. Summarize the Latest News Posts

   • Situation: You need a summary of the latest news posts shared within the organization.
   • Task: Retrieve and summarize the most recent news posts.
   • Atolio Action: “Summarize latest news posts in Confluence.”
   • Result: Latest news posts are quickly identified and acknowledged, increasing visibility while improving communication.

4. Provide a Briefing About Recent Changes to Documents

   • Situation: You need to share an update about recent edits prior to a weekly sync.
   • Task: Retrieve and summarize the list of recent changes made to documents.
   • Atolio Action: “Summarize recent changes to documents in Confluence.”
   • Result: A detailed summary of recent changes to documents is quickly sourced, enabling you to stay informed about the latest updates.

5. Find Company Onboarding and Benefits Information

   • Situation: You need to ensure a new hire has access to all relevant onboarding and benefits information.
   • Task: Identify and compile all new hire information shared.
   • Atolio Action: “Find all onboarding and benefits information for new hires in Confluence.”
   • Result: All onboarding and benefits information is surfaced, ensuring a smooth and well-informed new hire process.

By following these steps and tips, you can efficiently use Atolio’s Confluence connector to access and manage your content data, driving better decision-making and enhanced business processes.

Thanks for using Atolio! Click here for more express tips and support.

3.2 - Gmail | 5 Simple Use Cases to Implement Today

The Gmail connector in Atolio enables you to access and manage a wide range of email communication data within Gmail.

Below are practical use cases and examples of how to effectively leverage this integration.

1. Summarize Previous Messages While OOO

   • Situation: You need to catch up on important messages from yesterday to stay informed about critical updates.
   • Task: Identify and access important messages from yesterday.
   • Atolio Action: “Show me all important messages from the last week in Gmail.”
   • Result: Quickly review important messages, saving time and ensuring you are up-to-date with critical team updates.

2. Provide a Briefing of the Upcoming Conference

   • Situation: You need to catch up on your upcoming travel itinerary for a conference.
   • Task: Generate a summary of all conference event details.
   • Atolio Action: “Give me a briefing for the upcoming conference in Gmail.”
   • Result: You are informed about the conference dates, location, agenda, and other essential details so that you can focus on your most important travel commitments.

3. Summarize the Last Sprint Planning Email

   • Situation: You need an executive summary of the most recent sprint planning prior to an all hands meeting.
   • Task: Retrieve and summarize the most updated sprint planning email.
   • Atolio Action: “Create an executive summary of the last sprint planning email update in Gmail.”
   • Result: The team is informed about key priorities for the quarter, including customer focus areas and strategic initiatives.

4. Provide a Quick Project Update

   • Situation: You need a quick update about your project prior to a daily standup.
   • Task: Retrieve and summarize the most project recent updates.
   • Atolio Action: “Create a quick update about [Project Name] in Gmail.”
   • Result: The team is informed about outstanding tasks for the day, including who will own next steps to move the project forward.

5. Find the Most Recent Marketing Campaign

   • Situation: You need to access the latest marketing campaign prior to a board meeting.
   • Task: Locate and retrieve the most recent marketing campaign.
   • Atolio Action: “Find the most recent marketing campaign in Gmail.”
   • Result: Quickly find and access the most recent marketing materials, ensuring your presentation is up-to-date with the latest assets.

By following these steps and tips, you can efficiently use Atolio’s Gmail connector to access and manage your email communication data, driving better decision-making and enhanced business processes.

Thanks for using Atolio! Click here for more express tips and support.

3.3 - Jira | 5 Simple Use Cases to Implement Today

The Jira connector in Atolio enables you to access and manage a wide range of project management data within Jira.

Below are practical use cases and examples of how to effectively leverage this integration.

1. Find Issues by Project

   • Situation: You need to track issue progress specific to a project you’re overseeing.
   • Task: Identify all issues related to a specific project.
   • Atolio Action: “Find all issues related to [Project Name] in Jira.”
   • Result: A comprehensive list of issues related to [Project Name] to monitor and manage project progress.

2. Extract Tasks Assigned to Specific Users

   • Situation: You need to review tasks assigned to team members to balance workloads.
   • Task: Extract all tasks assigned to specific user.
   • Atolio Action: “Get all tasks assigned to [Rep Name] in Jira.”
   • Result: A list of tasks assigned to [Rep Name] to help review and balance their workload.

3. Generate a Briefing of Open Tickets

   • Situation: You need a briefing all open tickets prior to an upcoming meeting.
   • Task: Retrieve and summarize the list of open tickets along with their statuses.
   • Atolio Action: “Summarize open tasks in Jira.”
   • Result: A detailed summary of open tasks is generated efficiently, providing valuable insights and enabling you to track progress and address any pending issues.

4. Provide an Executive Summary of Recent Progress

   • Situation: You need to create a executive summary for a weekly standup.
   • Task: Draft a report of all completed issues over the last week.
   • Atolio Action: “Summarize a report of all completed issues over the last week in Jira.”
   • Result: A detailed report of completed issues over the last week for stakeholder review.

5. Identify Trends in Support Issues

   • Situation: You need to identify trends and patterns in support issues to improve response strategies and reduce recurring problems.
   • Task: Analyze support messages to identify recurring themes and issues.
   • Atolio Action: “Find trends in support issues discussed on Jira.”
   • Result: Identify trends and patterns in support issues, enabling data-driven decisions to enhance support strategies and reduce recurring problems.

By following these steps and tips, you can efficiently use Atolio’s Jira connector to access and manage your project data, driving better decision-making and enhanced business processes.

Thanks for using Atolio! Click here for more express tips and support.

3.4 - Outlook | 5 Simple Use Cases to Implement Today

The Outlook connector in Atolio enables you to access and manage a wide range of email communication data within Outlook.

Below are practical use cases and examples of how to effectively leverage this integration.

1. Summarize Previous Messages While OOO

   • Situation: You need to catch up on important messages from yesterday to stay informed about critical updates.
   • Task: Identify and access important messages from yesterday.
   • Atolio Action: “Show me all important messages from the last week in Outlook.”
   • Result: Quickly review important messages, saving time and ensuring you are up-to-date with critical team updates.

2. Provide a Briefing of the Upcoming Conference

   • Situation: You need to catch up on your upcoming travel itinerary for a conference.
   • Task: Generate a summary of all conference event details.
   • Atolio Action: “Give me a briefing for the upcoming conference in Outlook.”
   • Result: You are informed about the conference dates, location, agenda, and other essential details so that you can focus on your most important travel commitments.

3. Summarize the Last Sprint Planning Email

   • Situation: You need an executive summary of the most recent sprint planning prior to an all hands meeting.
   • Task: Retrieve and summarize the most updated sprint planning email.
   • Atolio Action: “Create an executive summary of the last sprint planning email update in Outlook.”
   • Result: The team is informed about key priorities for the quarter, including customer focus areas and strategic initiatives.

4. Provide a Quick Project Update

   • Situation: You need a quick update about your project prior to a daily standup.
   • Task: Retrieve and summarize the most project recent updates.
   • Atolio Action: “Create a quick update about [Project Name] in Outlook.”
   • Result: The team is informed about outstanding tasks for the day, including who will own next steps to move the project forward.

5. Find the Most Recent Marketing Campaign

   • Situation: You need to access the latest marketing campaign prior to a board meeting.
   • Task: Locate and retrieve the most recent marketing campaign.
   • Atolio Action: “Find the most recent marketing campaign in Outlook.”
   • Result: Quickly find and access the most recent marketing materials, ensuring your presentation is up-to-date with the latest assets.

By following these steps and tips, you can efficiently use Atolio’s Outlook connector to access and manage your email communication data, driving better decision-making and enhanced business processes.

Thanks for using Atolio! Click here for more express tips and support.

3.5 - Salesforce | 5 Simple Use Cases to Implement Today

The Salesforce connector in Atolio enables you to access and manage a wide range of CRM data.

Below are practical use cases and examples of how to effectively leverage this integration.

1. Create Outreach Emails to Engage Clients

   • Situation: You need to reach out to a potential client to share updates and engage them with your services or products.
   • Task: Write a compelling outreach email in Salesforce.
   • Atolio Action: “Create an outreach email for [Client Name] in Salesforce.”
   • Result: A well-crafted email is created and sent efficiently, clearly communicating the value and initiating engagement, leading to more business opportunities while saving time.

2. Create a Briefing for Weekly Sales Meetings

   • Situation: You need to provide an update for a weekly sales meetings.
   • Task: Compile and summarize sales activities, performance metrics, and key updates from the past week in Salesforce.
   • Atolio Action: “Create a weekly sales briefing for [Rep Name] in Salesforce.”
   • Result: A concise and comprehensive sales update is generated efficiently, providing clear insights and fostering productive discussions during the weekly sales meeting, saving preparation time.

3. Summarize an Account Before a Meeting

   • Situation: You need to prepare for an upcoming meeting with a client.
   • Task: Obtain comprehensive details about the client’s account quickly in Salesforce.
   • Atolio Action: “Get account details for [Account Name] in Salesforce.”
   • Result: A detailed profile of the client’s account is obtained swiftly, saving time and enhancing meeting preparation efficiency.

4. Provide an Executive Summary of Recent Sales Performance

   • Situation: You need to create an executive summary for a weekly standup.
   • Task: Draft a report of all closed won opportunities over the last week in Salesforce.
   • Atolio Action: “Summarize a report of all closed won opportunities over the last week in Salesforce.”
   • Result: A detailed report on all closed won opportunities over the last week for stakeholder review.

5. Find Open Cases by Account

   • Situation: You need to check for unresolved issues quickly.
   • Task: Find all open cases associated with a specific account in Salesforce.
   • Atolio Action: “List all open cases for [Account Name] in Salesforce.”
   • Result: Open cases are quickly identified and addressed, enhancing customer satisfaction and support efficiency.

By following these steps and tips, you can efficiently use Atolio’s Salesforce connector to access and manage your CRM data, driving better decision-making and enhanced business processes.

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

3.6 - SharePoint | 5 Simple Use Cases to Implement Today

The SharePoint connector in Atolio enables you to access and manage a wide range of content management data within SharePoint.

Below are practical use cases and examples of how to effectively leverage this integration.

1. Access Meeting Notes

   • Situation: You need to catch up on meeting notes from the past week to prepare for an upcoming presentation.
   • Task: Generate a list of recent meeting notes.
   • Atolio Action: “List all meeting notes from the last week in SharePoint.”
   • Result: View recent meeting notes efficiently, helping you prepare efficiently for the next discussion.

2. Create an Executive Summary of Open Tasks

   • Situation: You need an executive summary of all open tasks prior to a weekly standup.
   • Task: Retrieve and summarize the list of open tasks along with their statuses.
   • Atolio Action: “Summarize open tasks in SharePoint.”
   • Result: A detailed summary of open tasks is generated efficiently, providing valuable insights and enabling you to track progress and address any pending issues.

3. Summarize the Latest News Posts

   • Situation: You need a summary of the latest news posts shared within the organization.
   • Task: Retrieve and summarize the most recent news posts.
   • Atolio Action: “Summarize latest news posts in SharePoint.”
   • Result: Latest news posts are quickly identified and acknowledged, increasing visibility while improving communication.

4. Provide a Briefing About Recent Changes to Documents

   • Situation: You need to share an update about recent edits prior to a weekly sync.
   • Task: Retrieve and summarize the list of recent changes made to documents.
   • Atolio Action: “Summarize recent changes to documents in SharePoint.”
   • Result: A detailed summary of recent changes to documents is quickly sourced, enabling you to stay informed about the latest updates.

5. Find Company Onboarding and Benefits Information

   • Situation: You need to ensure a new hire has access to all relevant onboarding and benefits information.
   • Task: Identify and compile all new hire information shared.
   • Atolio Action: “Find all onboarding and benefits information for new hires in Sharepoint”
   • Result: All onboarding and benefits information is surfaced, ensuring a smooth and well-informed new hire process.

By following these steps and tips, you can efficiently use Atolio’s SharePoint connector to access and manage your content data, driving better decision-making and enhanced business processes.

Thanks for using Atolio! Click here for more express tips and support.

3.7 - Slack | 5 Simple Use Cases to Implement Today

The Slack connector in Atolio enables you to access and manage a wide range of team communication data within Slack.

Below are practical use cases and examples of how to effectively leverage this integration.

1. Summarize Previous Messages While OOO

   • Situation: You need to catch up on key messages from the past week to stay informed about critical updates.
   • Task: Identify and access important messages from the past week.
   • Atolio Action: “Show me all important messages from the last week in Slack.”
   • Result: Quickly review important messages, saving time and ensuring you are up-to-date with critical team updates.

2. Find the Most Recent Product Announcements

   • Situation: You need to access the latest product announcements to update the team or an account.
   • Task: Locate and retrieve the most recent product announcements.
   • Atolio Action: “Show me the most recent product announcements in Slack.”
   • Result: Quickly find and access the most recent product announcements, ensuring the team and all accounts are informed about the latest features and updates.

3. Find the Most Recent Marketing Materials

   • Situation: You need to access the latest marketing materials for an upcoming presentation.
   • Task: Locate and retrieve the most recent marketing documents and assets.
   • Atolio Action: “Show me the most recent marketing materials in Slack.”
   • Result: Quickly find and access the most recent marketing materials, ensuring your presentation is up-to-date with the latest assets.

4. Identify Trends in Customer Feedback

   • Situation: You need to understand trends in customer feedback to inform product improvements and prioritize feature development.
   • Task: Analyze customer feedback shared to identify recurring themes and issues.
   • Atolio Action: “Find trends in customer feedback in Slack.”
   • Result: Identify trends and patterns in customer feedback, allowing data-driven decisions to enhance product features and support.

5. Analyze FAQs for Improving Training and Enablement

   • Situation: You need to improve the training materials for employees by addressing some of the most frequently asked questions in Slack.
   • Task: Identify and analyze the most frequently asked questions to enhance training and enablement.
   • Atolio Action: “Identify the most frequently asked questions in Slack.”
   • Result: The most frequently asked questions are identified efficiently, providing valuable insights to improve training materials and enablement.

By following these steps and tips, you can efficiently use Atolio’s Slack connector to access and manage your team communication data, driving better decision-making and enhanced business processes.

Thanks for using Atolio! Click here for more express tips and support.

3.8 - Teams | 5 Simple Use Cases to Implement Today

The Teams connector in Atolio enables you to access and manage a wide range of team communication data within Teams.

Below are practical use cases and examples of how to effectively leverage this integration.

1. Summarize Previous Messages While OOO

   • Situation: You need to catch up on key messages from the past week to stay informed about critical updates.
   • Task: Identify and access important messages from the past week.
   • Atolio Action: “Show me all important messages from the last week in Teams.”
   • Result: Quickly review important messages, saving time and ensuring you are up-to-date with critical team updates.

2. Find the Most Recent Product Announcements

   • Situation: You need to access the latest product announcements to update the team or an account.
   • Task: Locate and retrieve the most recent product announcements shared.
   • Atolio Action: “Show me the most recent product announcements in Teams.”
   • Result: Quickly find and access the most recent product announcements, ensuring the team and all accounts are informed about the latest features and updates.

3. Find the Most Recent Marketing Materials

   • Situation: You need to access the latest marketing materials for an upcoming presentation.
   • Task: Locate and retrieve the most recent marketing documents and assets.
   • Atolio Action: “Show me the most recent marketing materials in Teams.”
   • Result: Quickly find and access the most recent marketing materials, ensuring your presentation is up-to-date with the latest assets.

4. Identify Trends in Customer Feedback

   • Situation: You need to understand trends in customer feedback to inform product improvements and prioritize feature development.
   • Task: Analyze customer feedback shared to identify recurring themes and issues in Teams.
   • Atolio Action: “Find trends in customer feedback in Teams.”
   • Result: Identify trends and patterns in customer feedback, allowing data-driven decisions to enhance product features and support.

5. Analyze FAQs for Improving Training and Enablement

   • Situation: You need to improve the training materials for new employees by addressing some of the most frequently asked questions.
   • Task: Identify and analyze the most frequently asked questions to enhance training and enablement.
   • Atolio Action: “Identify the most frequently asked questions in Teams.”
   • Result: The most frequently asked questions are identified efficiently, providing valuable insights to improve training materials and enablement.

By following these steps and tips, you can efficiently use Atolio’s Teams connector to access and manage your team communication data, driving better decision-making and enhanced business processes.

Thanks for using Atolio! Click here for more express tips and support.

3.9 - Zendesk | 5 Simple Use Cases to Implement Today

The Zendesk connector in Atolio enables you to access and manage a wide range of customer operations data within Zendesk.

Below are practical use cases and examples of how to effectively leverage this integration.

1. Find Issues by Ticket

   • Situation: You need to track issue progress specific to a ticket you’re overseeing.
   • Task: Identify all issues related to a specific ticket.
   • Atolio Action: “Find all issues related to [Ticket Name] in Zendesk.”
   • Result: A comprehensive list of issues related to [Ticket Name] to monitor and manage ticket progress.

2. Extract Tasks Assigned to Specific Users

   • Situation: You need to review tasks assigned to team members to balance workloads.
   • Task: Extract all tasks assigned to specific user.
   • Atolio Action: “Get all tasks assigned to [Rep Name] in Zendesk.”
   • Result: A list of tasks assigned to [Rep Name] to help review and balance their workload.

3. Generate a Briefing of Open Tickets

   • Situation: You need a briefing all open tickets prior to an upcoming meeting.
   • Task: Retrieve and summarize the list of open tickets along with their statuses.
   • Atolio Action: “Summarize open tasks in Zendesk.”
   • Result: A detailed summary of open tasks is generated efficiently, providing valuable insights and enabling you to track progress and address any pending issues.

4. Provide an Executive Summary of Recent Progress

   • Situation: You need to create a executive summary for a weekly standup.
   • Task: Draft a report of all completed issues over the last week.
   • Atolio Action: “Summarize a report of all completed issues over the last week in Zendesk.”
   • Result: A detailed report of completed issues over the last week for stakeholder review.

5. Identify Trends in Support Issues

   • Situation: You need to identify trends and patterns in support issues to improve response strategies and reduce recurring problems.
   • Task: Analyze support messages to identify recurring themes and issues.
   • Atolio Action: “Find trends in support issues discussed on Zendesk.”
   • Result: Identify trends and patterns in support issues, enabling data-driven decisions to enhance support strategies and reduce recurring problems.

By following these steps and tips, you can efficiently use Atolio’s Zendesk connector to access and manage your customer operations data, driving better decision-making and enhanced business processes.

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