ClearInsights Max: Best Practices

Effective question-asking is key when working with AI and data systems. Below are some essential tips for crafting clear, specific questions that enable AI to provide accurate responses. We’ll explore strategies like being explicit with details, choosing effective question formats, and training AI effectively. 

1. Be Specific and Clear: Use precise terms and avoid vague words like “bottleneck,” “efficient,” or “performing” that require interpretation. If the AI misunderstands, try rephrasing with more detail. If it mostly gets your answer but misses a few attributes, simply add to your question instead of rephrasing entirely. Familiarizing yourself with available attributes can help you ask better questions over time.
2. Define Dates Clearly: There are a variety of dates that can be used. If unspecified, AI will choose based on the selected attributes, past usage, and feedback. If you want a specific date type then specify in your question (e.g., “Apply Date”, “Entered Stage Date”, “Hired Date”, etc.). Without a defined time period, results will default to “all time.”
3. Specify Workflow Levels (Macro Stage vs Stage): When referring to these Workflows, be specific in which one’s you are wanting. Macro Stages are the high level grouping of all your Stages.
4. Current vs. Historical Data: To see data for the current state of your Macro Stages or Stages, include “current” or “present” in your prompt. If unspecified, the system will default to historical data.
5. Use Exact Names: To ensure accurate results, always use the exact value names. At this time AI relies on precise values to retrieve data, so even slight variations can cause errors or return no results. Being explicit helps the AI understand exactly what you need and avoids potential "hallucinations," where the system tries to interpret non-existent stages or sources. Here are some examples:
   • Macro Stage: If you want data for the "Interviewing" Macro Stage, use the full term “Interviewing,” not “Interview.”
   • Candidate Source: Use precise names, such as “ZipRecruiter” rather than “Zip Recruiter.”
6. Stage: If your stage includes “1st Phone Interview,” be specific and use the complete term, not just “Phone Interview.”
7. Top 1 or Bottom 1: When requesting a top or bottom result (e.g., top 1, bottom 1), the system shows only one value, even if multiple values match. For example, if you ask, “show me the recruiter with the fewest candidates in the interviewing macro stage”, and two recruiters each have the lowest count of 2 candidates in the interviewing macro stage, only one recruiter will be displayed. For more accuracy, request the top 3 or 5. However, if values are tied beyond your specified limit, only the first matching result will appear.
8. Easily Verify AI Output: Always verify the answer generated by AI by checking the Query Tokens. The output of AI is not 100% accurate, but can be trained to improve. The first step is always to verify both the attributes and any auto-generated formulas are correct.