Quick Answer
AI Chat matches a user's search query against each content item's title, description, tags, and (for videos) transcript, so elevated-permission users can improve AI Chat's accuracy for their team by optimizing those same metadata elements on their content.
What This Article Helps With
This article explains how AI Chat finds and surfaces Pinnacle Series content, and the best practices elevated-permission users can follow to make sure it returns accurate, relevant results for their team. It applies to Pinnacle Series Admins and other users with elevated permissions.
How AI Chat Finds Content
AI Chat bases its results on each content item's metadata and content elements. Elevated-permission users should optimize:
- Content Titles: Use clear, short titles that describe the topic and include key terms.
- Detailed Descriptions: Write summaries that explain what the content is for and what it covers.
- Tags and Metadata: Add tags based on role and topic to improve search accuracy.
- Video Transcripts: Include transcripts with key phrases so videos are indexed better.
AI Chat surfaces both custom and subscription content links.
Best Practices for Elevated-Permission Users
- Review content regularly so it stays current, accurate, and properly tagged.
- Test search queries the way a regular user would, and adjust metadata or descriptions if the content you expect doesn't appear.
- Work with Content Authors and Content Publishers to match resources to user needs and organizational goals.
- Work with subject matter experts to write example prompts, then hold an internal review to share and test them for feedback.
- Identify knowledge gaps and frequently searched topics to guide new or improved content.
Avoid Common Pitfalls
- Unclear titles: Vague or overly broad titles make search results less precise.
- Missing metadata: Content without relevant role, topic, and functional-keyword tags is harder for AI Chat to surface.
- Inconsistent descriptions: Standardized, detailed descriptions improve search alignment.
Advanced Use Cases
- Custom Learning Paths: For example, "How can I create a learning path for new hires in AutoCAD Plant 3D?" returns guidance or suggested pre-built templates.
- Streamlining Onboarding: For example, "What resources can I use for onboarding architects?" returns tutorials, best practices, and compliance materials.
- Improving Resource Visibility: For example, "How do I ensure Revit content appears for structural engineers?" prompts a review of that content's metadata so it's easier to find.
Example Prompts to 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?"