LEGACY PLAN: TEAM
This article provides a guide to the features in My AI Chats and offers insights on how to make the most of them. However, don’t feel confined by the examples of the chat requests we provide - use your imagination to take your experience to the next level!
Open your account and click My AI Chats on the upper-left side of the screen in the Semblian 2.0 section of the menu. You can also access Semblian from the bottom orange bump
Click Create New AI Chat or + New AI Chat
You will be redirected to the New AI Chat page, which includes a chat input field and examples you can use. You can ask any questions about your meetings or request artifacts (documents) to be generated
To get the desired outcome of Semblian 2.0 responses, you can adjust the time period and data that will be used to generate either a reply or a document
Use the Web - looks for additional information on the Internet, meaning that Semblian 2.0 uses publicly available information from the Internet in addition to meeting data. Toggle off to avoid adding unnesasary information outside of your meetings.
Use my Meeting Library - Semblian will generate an answer or a document using all accessible meetings in the selected range as a knowledge base. Toggle off if you want to get the outcome based on specific meetings or insights, before adding them to a chat. Find + on the left side of the chat field, and select one of the options: Add Meeting to chat or Add Insight to chat.
If you wish to combine information for the last 7 days (last 30 days, last 3 months) and add specific meetings or insights to a chat, keep the toggle on for the meeting library.
Range - the period (e.g., last 7 days, last 30 days, last 3 months, or a custom range) where Semblian 2.0 will look for additional information.
In the window with meetings or insights, you can use a search field, load more information, or select one or multiple meetings from the list and add them to the chat.
Added meetings and insights appear as clickable cards in Chat Knowledge and as links in the chat, leading directly to the relevant content.
You can also generate an Artifact (document). To learn what the Artifact is, check this guide.
Below are a few examples of requests that can help you generate an artifact.
- Generate a summary status report based on my status meetings this week.
- Create a report on trends in the meetings I added.
Examples for Sales:
- Create a sales proposal based on the meetings I added.
- Create a sales strategy based on the meetings I added.
Examples for Product:
- Create a product strategy document based on the meetings I added
- Create a feature requirements document for the past month.
You can save generated files in various formats (DOCX, PDF, HTML, Markdown). Open the document and click the arrow next to Export to DOCX. Click Copy content if you don't want to download a file and just copy and paste it to your files.
By clicking the bin icon on the upper-right, you can delete the chat. To edit a chat title, hover over it and click it.
You can add a Collection to your Semblian 2.0 chat and ask it about the meetings in the Collection, and it will answer your questions and create reports, proposals, or any other professional document.
Open Semblian 2.0 My AI Chats from the left-hand menu or click the Semblian orange bump at the bottom of the page
Press the + button and choose Add Collection
Then choose the Collection you would like to add
After you are done, it will appear in the chat knowledge
When generating a reply or a document, Semblian relies on your data and your role in the company, specified during the registration steps. This information can be adjusted in your Profile settings.
Log in to your Sembly account and click the gear icon in the left-hand menu. Choose Settings
Scroll down to the User Profile in the My Profile section. If your role has changed and you want to edit it, click the Manage button
Pick the required department and/or/and role from the list and click Complete to save it. Your information is up to date now!
