Custom Space

2 min read

Overview

Unique Custom Spaces are specialized environments customized by your organization's AI Assistants, tailored to address specific use cases with precision and efficiency.

Who is this for?

Unique Custom Spaces are designed for end users who need a focused and efficient way to interact with AI Assistants for specific tasks. Whether you're conducting research, analyzing documents, or seeking quick answers, these spaces provide a streamlined experience.

If you’re unable to access certain features or sections of this article, it’s possible that your firm doesn’t have access or hasn’t upgraded to the latest version. Please reach out to your internal support team for further assistance.

Benefits

• Personalized Assistance: Each space is tailored to a specific use case, ensuring relevant and accurate responses.
• Secure Environment: Interact with AI Assistants in a controlled and private setting.
• Ease of Use: Predefined prompts and intuitive interfaces make it easy to get started.
• Customizable Features: Spaces can include modules like document search, translation, and email writing to suit your needs.

Use Cases

Unique Custom Spaces can be used for:

• Research: Analyze stock investment opportunities or other data.
• Document Interaction: Upload and query documents directly within the chat.
• General Assistance: Use AI for tasks like translation, email drafting, or answering questions.

All Custom spaces and corresponding use cases must be configured by your bank’s administrator.

Step-by-Step Guide

1. Accessing a Space

• Navigate to the "Explore Spaces" section in your interface.
• Select the space that matches your task or use case.

2. Interacting with the AI Assistant

• Type your query or select a predefined prompt to start.
• The AI Assistant will use the most relevant module to respond.

3. Uploading Files (if enabled)

• Use the "Upload in Chat" feature to upload documents for analysis.
• Ensure files are relevant to the space's purpose.

4. Using Suggested Prompts

• Suggested prompts appear as conversation starters.
• Click on a prompt to pre-fill the input field and begin your interaction.

5. Exporting and Importing Configurations

• If you need to replicate a space's setup, use the export/import functionality to transfer configurations between environments.

6. Using Chat History

• Chat History displays past conversations they've had, enabling users to revisit discussions and continue prompting.

Tips & Tricks

• Be Specific: Provide clear and detailed queries for the best results.
• Use Suggested Prompts: These are designed to guide you and save time.
• Verify Information: Always double-check critical data provided by the AI.
• Explore Modules: Familiarize yourself with the modules available in your space for a more effective experience.

Limitations

• Access Restrictions: Some features may not be available if your organization hasn’t enabled them.
• Customization Support: Custom spaces or modules created by your organization may not be covered under standard support agreements.
• Accuracy: While the AI Assistant is highly capable, it may occasionally provide inaccurate responses. Always verify critical information.