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Best Practices

Tips and recommendations for getting the most out of Cloud Platform.

Productivity Tips

  • Pin Your Favorites — Keep your most-used pages at the top of the sidebar for quick access
  • Use Quick Actions — The Command Center has shortcuts for common tasks
  • Monitor Active Tasks — Check the home page widget to track running automations
  • Keyboard Shortcuts — Use Tab to navigate, Enter to select, Cmd/Ctrl+K for search
  • Customize Your Dashboard — Add widgets that match your workflow

AI Task Best Practices

Be Specific

The more detail you provide, the better the results. Compare:

  • Vague: "Write an email"
  • Specific: "Write a follow-up email to a customer who attended our webinar last week, thanking them and offering a product demo"

Use Context

Reference documents in your Knowledge Base by name. For example:

  • "Using the Q3 Sales Report, identify our top-performing products"
  • "Based on the Employee Handbook, summarize our PTO policy"

Iterate and Refine

Follow up on AI responses to get exactly what you need:

  • "Make this more formal"
  • "Add more detail about the pricing"
  • "Shorten this to 3 paragraphs"
  • "Include specific numbers from the report"

Save Important Chats

Don't delete conversations you might need later. They serve as a record of completed tasks and can be referenced for similar future work.

Knowledge Base Tips

  • Use Descriptive Names — Name files clearly (e.g., "Q3-2024-Sales-Report.pdf" not "Report.pdf")
  • Wait for Processing — Content isn't searchable until processing completes
  • Quality Inputs = Quality Outputs — Clean, well-formatted documents produce better results
  • Regular Updates — Keep your Knowledge Base current for accurate insights
  • Organize by Topic — Use consistent naming conventions for similar documents

Research Best Practices

  • Start with Quick Depth — Use Quick for simple lookups, Deep for comprehensive analysis
  • Be Specific — Narrow questions get more precise answers
  • Use Time References — Specify dates when relevant (e.g., "Q3 2024")
  • Follow Up — Use suggested follow-up questions to explore deeper
  • Verify Sources — Click on citations to review original documents

Communication Best Practices

Email Campaigns

  • Personalize — Use recipient names and relevant details
  • Clear Subject Lines — Make them specific and compelling
  • Mobile-Friendly — Most emails are read on mobile devices
  • Clear Call to Action — Include one clear next step
  • Test First — Send test emails to yourself before launching

Outreach Calls

  • Prepare Context — Review contact information before calling
  • Use the Transcript — Reference key points mentioned during the call
  • Log Outcomes Immediately — Update call status right after hanging up
  • Schedule Follow-ups — Don't let leads go cold

Security Recommendations

  • Enable 2FA — Protect your account with two-factor authentication
  • Review Sessions — Periodically check active sessions in Settings
  • Protect API Keys — Never share keys publicly or commit them to code
  • Use Strong Passwords — Combine letters, numbers, and symbols
  • Limit Permissions — Grant users only the access they need
  • Regular Audits — Review workspace members and their roles periodically

Workspace Management

  • Clear Naming — Use descriptive workspace names
  • Role Assignment — Assign appropriate roles based on job function
  • Regular Cleanup — Remove inactive members and outdated content
  • Document Processes — Create internal guides for your team
  • Share Best Practices — Train team members on effective platform use

Next Steps