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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

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:

    open-the-chat.png

  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.

    type-your-question.png

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

    see-the-response.png

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

    ask-follow-up.png

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 - 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:

    open-the-chat.png

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

    type-your-question.png

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

    see-the-response.png

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

    ask-follow-up.png

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 - 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:

    open-the-chat

  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.

    type-your-question

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

    see-the-response

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

    ask-follow-up

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.