How to use Ask Sandi

Sean-Paul Kos
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10 steps
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2 minutes

Forum360

Click "Ask Sandi" on the left menu

Click "Time Frame" to set the length of time you would like Sandi to analyse

Click "Event Filter" to ensure Sandi is analysing the right events My Events: Sandi will analyse meetings created by your account My Client Events: Sandi will analyse client meetings My Company Events: Sandi will analyse the entire team and provide feedback on any employee requested

Click "Product Filter" to narrow down Sandi Analysis by product or service. Product and services will be preloaded.

The left window of Ask Sandi shows previous threads that you have asked Sandi. Clicking on the thread will autofill the question into the Ask Sandi query field

Selecting one of case studies will autofill the Ask Sandi input field with a question that Sandi can run on your data. This question can be amended or changed for your particular purpose

To start interacting with Ask Sandi, click on the input field and type your question.

You are able to select the LLM that Sandi utilises to output your answer. Simply "Select your preferred LLM" option. Relate recommends leaving this as default for the most consistent output

Once you are happy with the question, simply click the arrow icon and Sandi will generate an answer for you

Sandi will generate an answer in the chat field. Feel free to ask follow up questions to Sandi!