Applies To:
- Users
- Pinnacle Admins
Common Causes/Issues:
AI Chat empowers you to solve problems and access resources efficiently.
Solution Overview:
As a user with elevated permissions, you have the unique ability to optimize content and manage resources surfaced by AI Chat. Use this guide to ensure AI Chat provides accurate and relevant results for all users.
How AI Chat Finds Content
AI Chat surfaces results based on specific metadata and content elements. As an elevated permissions user, ensure the following are optimized:
- Content Titles: Write clear, concise titles that reflect the topic and include key terms.
- Detailed Descriptions: Add summaries that clarify the purpose and scope of the content.
- Tags and Metadata: Apply thoughtful, role-specific, and topic-based tags to improve search accuracy.
- Video Transcripts: Ensure videos include transcripts with key phrases for better indexing.
Note: In the Peak Experience, AI Chat surfaces both custom and subscription content links.
Best Practices for Elevated Permissions Users
Follow these best practices to maximize the value of AI Chat for your team:
- Review Content Regularly: Ensure that existing content is up-to-date, accurate, and properly tagged.
- Test Search Queries: Use AI Chat as a user would to verify that content surfaces correctly. Adjust metadata or descriptions if needed.
- Collaborate Across Roles: Work with content authors and publishers to align resources with user needs and organizational goals.
- Collaborate with subject matter experts to craft example prompts, then organize an internal meeting to share and test these with your team for feedback and improvement.Identify knowledge gaps and frequently searched topics to create or enhance content.
Advanced Use Cases for Elevated Permissions
Discover how your role can further enhance AI Chat’s impact:
-
Custom Learning Paths:
Example: “How can I create a learning path for new hires in AutoCAD Plant 3D?”
Result: AI Chat provides guidance or suggests pre-built templates. -
Streamlining Onboarding:
Example: “What resources can I use for onboarding architects?”
Result: AI Chat surfaces tutorials, best practices, and compliance materials. -
Improving Resource Visibility:
Example: “How do I ensure Revit content appears for structural engineers?”
Action: Review and refine metadata to improve content discoverability.
Avoid Common Pitfalls
Be mindful of these common mistakes to ensure AI Chat functions effectively:
- Unclear Titles: Avoid vague or overly broad content titles that make search results less precise.
- Missing Metadata: Ensure all content is properly tagged with relevant roles, topics, and functional keywords.
- Inconsistent Descriptions: Write standardized, detailed descriptions to improve search alignment.
Example Prompts for Elevated Permissions Users
Use these sample prompts to explore AI Chat's capabilities and test your content setup:
Testing Content Visibility:
- Subscription Content: "Show me tutorials for using AutoCAD for mechanical design."
- Custom Content: "What custom learning paths are available for project managers?"
Role-Specific Queries:
- Admin Focus: "What compliance standards does Pinnacle Series support?"
- Content Author Focus: "How do I tag content for architects in Revit workflows?"
Improving User Experience:
- For Onboarding: "What tutorials should new hires in structural engineering start with?"
- For Workflow Support: "How can I troubleshoot alignment issues in Civil 3D?"